loader image

CASH FLOW CLARITY PROGRAM

SIX MONTH PROGRAM DESIGNED FOR CREATIVE FOUNDERS + ENTREPRENEURS

ONE COMMON GOAL: TO THRIVE FINANCIALLY AS MUCH AS YOU DO CREATIVELY

ONE MEETING PER MONTH 

ONE CUSTOMIZED TOOL TRACKING CASH FLOW + PROJECTIONS & VISIBILITY INTO REVENUE, PROFIT + MORE

WE UNCOVER CORE BUSINESS CHALLENGES AND TACKLE ONE-BY-ONE

CUSTOMIZED CASH FLOW + PROJECTIONS TOOL
(including goals, revenue, expenses, client pipeline, in one place)
QUARTERLY REPORTS
(including projections, trends, forecasting, and forward quarter goals for growth)
MONTHLY SNAPSHOTS
(to track progress, mark accomplishments, and capture growth targets and trends)

Custom Tool

Our creative clients are visual learners. We’ll create a custom tool that tracks income and expenses…and much more. It’s easy to use and visually appealing. It makes our creative clients obsessed with their finances.

strategic sounding board

We check in monthly to keep you accountable and on-track. You’ll have a sounding board for all your strategic decisions. We use the tool as a foundation to discuss business strategy.