How it works
Four steps from a phone call to a written plan.
Nothing starts until you know what the work is and what it costs. Here is the sequence, start to finish.
STEP 01
30 minutes
Free consultation
A short call by phone or video. You tell us what is happening in the business, and we tell you plainly whether we can help.
STEP 02
1–2 weeks
Financial review
We go through your statements, bank activity and budgets, then trace where cash actually moves and where the numbers stop agreeing.
STEP 03
Delivered in writing
Your plan
Written recommendations and priorities, in plain English, with the decisions that matter most placed at the top.
STEP 04
Monthly or quarterly
Ongoing advisory
Regular check-ins, updated reporting, and someone to call before the next big decision rather than after it.
The whole process at a glance
- 01
Free consultation
30 minutes
- 02
Financial review
1–2 weeks
- 03
Your plan
Delivered in writing
- 04
Ongoing advisory
Monthly or quarterly
Step one takes 30 minutes.
Phone or video, whichever is easier. No preparation required beyond a rough sense of your numbers.