Founder-First Advisory: So You Build The Business You Really Want.
You're working harder than ever, but something feels off. You suspect you're missing significant opportunities—but you're not sure which questions to ask.
You’re wondering:
If you’re missing out on tax strategies that build wealth.
How to implement growth strategies that create time and financial freedom.
Why your financial systems don’t tell you what you need to know to make the best decisions faster and easier.
What you need to do differently to attract and retain A-players on your team.
How to build cash reserves without working more, because frankly, you and your team are tapped out.
You Want Your Business To Build Your Future, Not Bury It.
Many successful founders feel out of alignment with their business because they measure progress toward someone else's definition of success rather than their own.
This often looks like:
Your business isn’t building your financial freedom, despite hitting your revenue targets.
Making business decisions in reaction to the day's events instead of a long-term plan aligned to your big-picture goals.
Tracking “best practice” metrics that are irrelevant to your personal goals.
Maximizing for top-line growth without knowing what makes your company the most profit.
Working harder, longer, and leaner, yet cash flow troubles still pop up.
Making business decisions based on checking your bank balance each morning.
Asking your tax guy for tax-saving advice when what you really need is a vision-aligned profit plan.
Thinking the next shiny object, software, or new hire will solve all your problems, without first uncovering the systemic issues blocking your company’s highest potential.
Trying things like Profit First, YNAB, and other one-size-fits-all systems, when you really need a holistic business approach.
What you really want is:
To make sure you’re not missing out on critical steps, tax-advantaged moves, and all the benefits of being a business owner, and
To make business decisions faster and easier, with complete confidence, knowing they're building exactly what you envisioned when you started this journey.
Most importantly, you want a strategic advisor who understands the founder journey and knows that financial success without alignment feels hollow because she's walked that path and found the way out.
What you don't want: Another business coach who understands vision but can’t advise on meaningful metrics, how to architect financial systems, or the long-term ramifications of tax strategies. You also don’t need a CFO Advisor focusing on mind-numbing, cookie-cutter spreadsheets that report on ancient history and totally miss the mark because they aren’t able to strategically align your vision with your decisions and help you activate your team.
We specialize in custom founder-first aligned advising because we first discover what sustainable success actually looks like for you, and then we build the custom metrics and financial systems to achieve success on your terms.
We’ll advise you on how to make faster, more confident decisions aligned with your goals and how to build an accountable and autonomous team to help you get there faster and easier.
Uncover The Gaps That Stop You From Building The Business You’ve Always Wanted And Learn About Opportunities That Are Right For You.
Rediscover Your Future View With Our Futureview Gap Analysis, A Comprehensive Business Assessment To Uncover Critical Missed Opportunities And Get A Plan To Realign Your Business Strategy With Your Vision - $2,497
What's included:
Strategic Vision Discovery Session
Deep conversation about what you actually want your business to consistently deliver for your life, getting to the heart of what matters to you, and how you want your business to factor into your big vision.
FutureView360 Strategic Assessment
Comprehensive analysis of how well your current business architecture supports your authentic measures of success. (This isn't a typical financial review - it's a complete strategic alignment benchmark.)
Financial Systems & Opportunity Analysis
Evaluation of your current setup to identify immediate advantages you're missing and long-term strategies that build toward your specific vision.
Strategic Gap Analysis Presentation
This 60-minute session will reveal the specific financial opportunities you're currently missing and exactly where your business is misaligned with your objectives.
Strategic Roadmap Options
Clear next steps for closing the performance gap, whether you choose to implement independently or explore our Design + Automate intensive.
Your Current Team Keeps Your Business Compliant. We Make Your Business Relevant To Your Vision.
While traditional CPAs and your in-house staff focus on historical compliance ("Your books are accurate"), we focus on future clarity ("Here's where you are today and what exactly what to do next to achieve your goals.").
Our Proven Process Closes The Gap Between Your Current Reality And What You Really Want.
Step 1: Discover + Assess (Two-week Turnaround)
We get to the heart of what sustainable success looks like for you, then identify the specific financial opportunities you're missing and the exact misalignments keeping you from your strategic objectives. All of our new clients start here.
Step 2: Design + Automate (90-day intensive)
We formulate custom performance metrics designed for your specific vision and automate financial systems and reporting dashboards that track progress toward outcomes you care about, keeping progress toward your future always in view.
Step 3: Founder-First Aligned Advisory (Ongoing monthly support)
We’ll provide continuous strategic analysis and regular guidance to keep your financial decisions aligned with your vision while you systematically build the specific future you want. You’ll make faster, easier, and more aligned business decisions and create the business you had in mind when you started (or the one you want to today - we know plans and visions change, and we are okay with that!)
Our Clients Uncovered These Aligned Opportunities
$40K Annual Strategic Savings - to fund a key hire and free the CEO for their genius zone giving them more time doing what they love without sacrificing profit.
$61K Nonprofit Funding Secured—The financial system was redesigned and rebuilt to better meet donors' ongoing financial reporting and audit requirements, securing future extra financial support for carrying out the organization’s important humanitarian mission.
$100K Tax Problem Eliminated to $0 - Completed forensic analysis and liaised with IRS to fix prior CPA’s costly mistakes saving $50,000 in erroneously reported taxes plus a whopping $50,000 in additional penalties and interest!
$21K Annual Tax Savings - Real cash savings to fund the founder’s financial future that the prior CPA totally overlooked (we also got them a NEW, aligned tax preparer)
200% Profitability + Life Integration—Strategically restructured the business model, offers, and pricing, which improved performance, profitability, and personal satisfaction for the founder and her team.
Stop Trying to Build Your Business Based On Someone Else’s Definition of Success. Get The Guidance To Start Living Yours.
The Futures Our Clients Created.
Uncover the Gaps, Find the Opportunities, Get Aligned, and Start Building The Business You Really Want Today.
The Strategic Performance Discovery is your first step toward living your envisioned life because your business is finally delivering what you want. This assessment identifies the key factors creating the disconnect between your financial decisions and your bigger objectives, then gives you a high-level plan to build the business you want.
Your business should build your future, not bury it.