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

Price:

• $3,000 one-time

• Timeline: 2 to 3 weeks

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.