Financial Consultation
A focused one-to-one session with a financial specialist — sanity-check your forecasts, fix your pricing and margins, and build a funding and budgeting strategy that keeps you in control.
$497 one-time, no subscription
Book Your Session →What's covered
Pre-session financial review
We look over your numbers or model before we meet, so the session goes straight to what matters.
60–90 minute strategy session
A one-to-one video call with a financial specialist, focused on the health and future of your business.
Forecast & cash-flow review
We sanity-check your projections and cash-flow against live data from 5,000+ businesses we account for.
Pricing, margins & unit economics
Understand whether your pricing and margins actually work — and how to improve them.
Funding & budgeting strategy
Guidance on how much to raise, where it should go, and how to budget so the business stays in control.
Written financial action plan
A clear summary of recommendations, the KPIs to watch, and the next steps to take.
How it works
Book your session
Reserve your consultation and tell us your financial goals.
Share your numbers
Send your model or figures so your specialist can review in advance.
Meet your specialist
Join a focused video call about your forecasts, margins and funding.
Get your action plan
Receive a written financial action plan with the KPIs that matter.
Explore our other consultations
Financial Consultation — frequently asked questions
What does the $497 financial consultation cover?
A pre-session review of your numbers, a 60–90 minute one-to-one video session with a financial specialist, a forecast and cash-flow review, work on pricing, margins and funding strategy, and a written financial action plan.
Is this regulated financial or investment advice?
No. This is business-finance strategy and forecasting guidance to help you plan and run your business. It is not regulated financial, investment, tax, or accounting advice — for those, consult a suitably qualified professional.
Do I need a finished financial model?
No. Bring whatever you have — a full model, a spreadsheet, or just your current numbers — and we will work with it.
How is the session delivered?
By video call (Microsoft Teams or Zoom) at a time that suits you.
What will I walk away with?
A clearer picture of your financial position and a written action plan with prioritised recommendations and KPIs to track.
Get Your Numbers in Shape
A focused 1:1 session and a written financial action plan — backed by our money-back guarantee.
Book Your Session →