STRATEGIZE

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 your goals, your vision and the impact you want to have for social good. Most importantly, to maximize your impact, you need to ensure the profitability of your business.

WHY YOU
NEED THIS

Numbers, ack! You’re ready  to plan your financial future, but struggle with the numbers  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 your financial resources.

Growing pains are real. Planning helps you contemplate your options, support your decision-making, and allows for comparison between expectations and reality.

Boost engagement. Customers, investors, lenders, and other partners like to know what you’re up to. It’s critical you know how to 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.

WHAT YOU'LL GET

Projections. We’ll break down your goals by money and chunks of time.

Revenue modeling. Learn which revenue stream is best for your business.

Job cost estimators. We’ll assess your costs to help you arrive at your ideal price.

Cost x price analysis. Find out if you’re accurately pricing for profits.

Scenario analysis. Multiple  paths will 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

1

First, we need to hear from you! Fill out our Contact Form. Tell us about your business and what you’re looking for.

2

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

3

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

4

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

5

We put your numbers to work!

Got questions? Contact me here to chat.