consulting

Before you book your consulting session, take a few minutes to watch this quick video. In it, we break down exactly how our hourly financial consulting works, what kind of support you’ll receive, and how even a single session can create clarity, confidence, and momentum in your business. Whether you’re trying to solve a specific financial problem or just need a second set of eyes on your numbers, this is your chance to get expert insights without long-term commitment.

Watch the video below to see how it all works.

What you’ll get

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    Clarity on Financial Health - Understand your current financial position with clear, accurate insights from financial statements, cash flow, and key metrics.

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    Better Decision-Making - Make smarter business decisions based on data, not guesswork—whether it's hiring, expanding, cutting costs, or pricing products.

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    Profitability Boost - Uncover ways to increase margins by reducing waste, improving pricing strategies, and optimizing operations.

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    Cash Flow Control - Learn how to manage your money better so you’re never caught off guard by slow months or unexpected expenses.

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    Customized Budgeting & Forecasting - Build a tailored financial roadmap that shows where your business is headed and how to prepare for

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    Strategic Entity Structuring - Get expert advice on how to structure or restructure your business entity to reduce taxes, protect assets, and support long-term goals.

Book an appointment.

✺ Frequently asked questions ✺

  • We work with startups, small businesses, and growing companies across industries. If you’re making financial decisions, managing cash flow, or planning for growth—this service is for you.

  • Each session is focused on your current needs. We’ll review your financials, answer your questions, and provide expert advice on budgeting, cash flow, profitability, tax efficiency, or entity structure—whatever’s most relevant.

  • Sessions are billed hourly, with most clients booking 1–2 hours depending on the complexity of their needs.

  • Absolutely. Some clients book one-off sessions for clarity on a specific issue, while others schedule ongoing check-ins for continued financial support.

  • Not quite—this is flexible, on-demand access to CFO-level guidance without the full-time commitment. It’s perfect if you need strategic financial insights but aren’t ready to hire a full-time CFO.

  • It can be either. Some clients come in for a single session to solve a specific issue, while others choose to work with us regularly for ongoing strategic support. We offer both flexible hourly sessions and full-service programs like The Summit for long-term guidance.