The Financial Reset — 12-month growth plan and dashboard
A full-year financial map so you can grow without surprises.
We build a 12-month cash flow plan using your real numbers and give you a simple dashboard you can rely on all year. Over 2 to 3 weeks, we work together on the strategy behind your numbers, from seasonality to hiring windows to sustainable founder pay, so you leave with clarity for the year ahead.
What’s inside the dashboard:
A 12-month money plan built from your revenue cycles and expenses
A clear target for how much to pay yourself and when it is sustainable
Seasonality built into your cash flow so you see peaks and dips before they happen
A scenario view to test how big decisions such as hiring or new offers affect cash across the year
Tax, profit, and buffer set-asides scaled for the full year
Key numbers for revenue, profit, spending, and runway that update as your numbers change
Notes that capture the strategy decisions we make together
What you get:
A ready-to-use Google Sheets dashboard tailored to your business
A live walkthrough so you know how to use and adjust it
A 3-step action plan for scaling with clarity and control
Investment:
Starts at $3,500, one-time service
Timeline: 2 to 3 weeks
Final pricing depends on things like product count, sales channels (website, wholesale, marketplaces), and overall complexity.
Most clients land between $5,000–$8,500 depending on sales channels and overall complexity.
Best for:
Founders ready to plan a full year with confidence, whether that means navigating seasonality, preparing to hire, or making sure growth does not come with cash surprises. Best for brands making ~$30K–$100K per month in revenue.