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Strategic Project Solutions

Tailored for your specific business needs, these solutions are high-impact, deep-dive projects that build the financial roadmap for growth across cash flow, profit, pricing, taxes, and more.

Starting at $2,495

Financial Clarity Intensive

  • Comprehensive review of 3-year P&L and balance sheets to uncover areas slowing your growth and profit.
  • Diagnose key issues across cash, profit, growth, taxes — and map out a clear 90 day strategic plan.
Deliverable:
  • 90-day Strategic Roadmap
  • 12-month profit and cash forecast
  • KPI dashboard with key growth metrics
  • 60-minute strategy session
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Fundraising / Lending Readiness Pack

  • Package your business financials into a clear, professional deck that’s ready for banks, lenders, or investors
  • Includes 2–5 page financial summary, custom model, and a strategy session to prep your pitch
  • Ideal for raising capital, securing a line of credit, or financing equipment.
Deliverable:
  • Investor/lender deck + financial model
  • 60-minute strategy call to help you present with confidence
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Stop guessing. Start making confident financial decisions.
Our services are built to deliver clarity, actionable insights, and next steps—fast and tailored to your business.

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