A Sounding Board For Bold Steps
Seasonal check-ups, cash outlooks and honest counsel before you hire, launch or borrow. Part of Enterprise plans from $199 a month.
What Advisory Covers
Numbers you trust, plus someone to argue them through with before money moves.
- Seasonal check-upsA quarterly review of margin, cash and debt.
- Cash outlooksThirteen-week cash view before big commitments.
- Hire-or-wait mathsTrue cost of a hire against forecast cover.
- First-in-line helpPhone answers within a working day, always.
How The Year Runs
- 1
Baseline the figures
We verify the books and set margin and cash targets for the year.
- 2
Meet each season
Ninety minutes a quarter: what moved, what is next, what to watch.
- 3
Decide with cover
Every bold step leaves with a cash-backed yes or a kinder no.
Honest Answers, First
Is this just for large firms?
No — it suits any owner facing a hire, a launch or a loan. If the decision tops three months of costs, talk it through first.
What do I get between meetings?
Monthly summaries from financial reporting plus first-in-line phone help whenever questions pop up.
What does it cost?
Included in Enterprise ($199 a month). Standard clients can add quarterly sessions — see all pricing.