Plan your
financial future

Business planning is more than just revenues and expenses… It’s about giving structure and organization to your business so you’re clear on the direction you want to go in. Planning encompasses you your goals, your vision and the impact you want to have for social good. But, most importantly, to maximize your impact, you need to ensure the profitability of your business.


Numbers, ack! You want to plan your financial future/expansion/growth, but numbers aren’t your jam and you don’t know where to begin.


You need help. You need a knowledgeable expert to refine your ideas, poke holes in them and make sure you’re making the most of you financial resources.


Growing pains are real. You have big plans! And big plans can get messy. Planning helps you contemplate your options, support your decision-making and allows for comparison between your expectations and reality.


Boost engagement. Customers, investors, lenders and other partners like to know what you’re up to. Planning helps you communicate your message to stakeholders.


Get down to business. If you don’t have cash, you have a problem. Growing companies run into this problem. Don’t run out of cash.


Projections – We break down your goals into money and time bits.


Revenue modeling – Which revenue stream is best for your business? Work with us and find out.

Job cost estimators – We break down your costs to help you arrive at your ideal price.


Cost x Price Analysis – Are you pricing for profits? We’ll let you know.


Scenario analysis – You can have 5 different paths that take you to the same destination – which path is best for you?

Here’s a peek into what it’s like to work with us


First, we need to hear from you! Fill out our Contact Form. Tell us about your business and how we can help you achieve your goals.


We schedule a consultation so we can clarify your goals and get to know each other.


If we’re a good fit for each other, we’ll put together a tailored proposal for your review.


We kick off with our Onboarding process to collect the info we need to get started.


We put your numbers to work!

Got questions? Contact me here to chat.