Financial Clarity Sprint · 2–3 weeks
Scale on profit, not just revenue.
A short sprint for businesses that are making money but don't fully trust their numbers. I clean up and reconcile the key financial data, show what's actually profit, where money leaks out, and leave you with a simple dashboard you can read in 30 seconds.
The problem
You're making good money. You just don't know what you keep.
Revenue looks great. But after platform fees, refunds and costs, what's actually left? Which offers make money and which quietly lose it? Most founders are guessing.
Revenue isn't profit
Stripe says you're at six figures. Your bank account disagrees.
Invisible leaks
Fees, refunds, VAT and misallocations eat your margin out of sight.
Decisions on vibes
Hiring, scaling, pricing, all guessed, because the numbers aren't clear.
The mature version of the problem
- The books are technically done, but not useful.
- You can't tell what you actually keep.
- Profit by client, offer, or channel is unclear.
- Costs are categorised too vaguely to mean anything.
- Cash and profit don't match, even emotionally.
- Pricing, hiring, and reinvestment calls are guessed.
Who it's for
For service, creative, and online businesses doing roughly $20k–$100k/month that have outgrown spreadsheet-level finance.
You have revenue. You just can't clearly see profit, cash, and margins, and you have a real decision coming that needs numbers you trust.
What you get
Six deliverables, one clear picture
Reliable financial baseline
Your last 6–12 months cleaned, reconciled, and categorised enough to trust.
Profit and cash view
Revenue, costs, profit, owner pay, taxes, and reinvestment capacity in one place.
Margin breakdown
Which offers, clients, products, or channels actually make money once every cost lands, not just which bring in revenue.
Leak list
A ranked list of where money leaks or margins are weaker than you thought.
Owner dashboard
A simple view you can read in 30 seconds, not a report you'll never open.
Next-step action plan
The 3–5 highest-impact fixes, in priority order.
No dashboard can save messy numbers.
The sprint starts by making the numbers reliable enough to use. Then, and only then, we build the view.
Honest fit
Is this you?
Good fit
- Doing $20k+/month or $500k+/year
- Have revenue, but don't trust your numbers
- Want to know what you actually keep
- Have a pricing, hiring, or scaling call coming
- Want a practical view, not a big report
Not a fit
- Pre-revenue
- You only need a tax return
- You want monthly bookkeeping only
- You're not willing to share data
- You want coaching, not financial truth