Strategic business advising designed to help you build a healthier, more profitable business through monthly one-on-one meetings guided by the Flourish. Flow. Forecast.™ Framework.

Flourish

Before we look at your numbers, we begin with your definition of success.

What kind of life are you building? What does your business exist to make possible?

Together, we clarify the vision your business is meant to support.

Flow

Next, we establish a clear financial picture by understanding how money moves through your business.

We identify what's working, where bottlenecks exist, and where opportunities for growth can be found.

Financial clarity leads to better decisions.

Forecast

With a clear vision and a solid understanding of your financial reality, we create a practical roadmap for the future.

Vision → Action → Reality

Together, we identify priorities, develop monthly action plans, and measure progress toward sustainable growth.

Because the goal isn't simply growth.

It's building a business that supports the life you want to live.

Investment: Starting at $1,490/month.

LEVEL ONE

Starts at $300/month

Weekly: Categorizing all transactions for your Profit & Loss statement and Schedule C
Monthly: Reconciling all accounts
Monthly: Profit & Loss statement

LEVEL TWO

Starts at $850/month

Weekly: Categorizing all transactions for your P&L and Schedule C
Weekly: Full service Accounts Payable/Accounts Receivable management — creating your bills and invoices and tracking payments

Monthly: Reconciling all accounts
Monthly: Profit & Loss + Balance Sheet + AP/AR financial statements

Monthly Education: One-hour financial education meeting where I walk you through your Profit & Loss (P&L) statement, cash flow statement, and balance sheet so you understand what your numbers are telling you about your business

LEVEL THREE

Fee varies — based on package content

A customized package tailored to the needs of your business. Let’s talk!

A financially healthy organization is built by financially confident people.

Flourish Flow Forecast offers financial education workshops that help business owners and their teams build greater confidence, understanding, and agency in their personal financial lives.

Topics may include:

• Understanding compensation and benefits

• Making the most of retirement plans

• Building emergency savings

• Navigating debt and credit

• Setting personal financial goals

• Developing a healthier relationship with money

These workshops are designed to equip people with the knowledge and confidence to make informed financial decisions — supporting healthier employees, stronger teams, and more resilient organizations.

Investment: Customized rate based on scope and engagement.