Financial Strategy Development

You’ve got goals for your business—whether it’s growing revenue, hiring a team, launching a new service, or just finally paying yourself more.

But turning those goals into real financial decisions? That’s where most business owners get stuck.

That’s why we offer Financial Strategy Development—practical, step-by-step guidance to help you grow with intention, not guesswork.

We don’t just give you reports. We help you use your numbers to build a real plan for where your business is going.

Strategy That Actually Fits You

A lot of people think “financial strategy” means complicated charts and corporate-speak. Not here.

We help you:

• Set clear financial goals based on your priorities

• Build a step-by-step plan to reach them

• Fix what’s not working (like pricing or margins)

• Manage growth without running out of cash

• Make smart decisions with what you already have

Your business is unique, so your strategy should be too. We don’t hand you a generic template—we build a plan around what you actually want.

What We Help With

We’ll guide you through the decisions that shape your business, like:

• How to price your products or services for real profit

• When (and how) to hire your next employee

• How to plan for growth without taking on too much debt

• What numbers to track to stay focused

• How to build a roadmap for the next 6–12 months

• Whether to reinvest in the business or take more out

• When to expand—and when to wait

One client in Seattle was growing fast but constantly stressed about cash. We helped them slow down, tighten up their operations, and refocus on profit. Now they’re making more—and working less.

We Speak Human, Not Spreadsheet

You won’t get buried in jargon or weird ratios. We walk through everything in plain English. If something doesn’t make sense, we explain it. If you’ve got a wild idea, we help you see if the numbers back it up.

We’re not just your “finance person”—we’re your strategic partner.

Good for All Kinds of Businesses

We’ve built financial strategies for:

• Service-based businesses

• Contractors and trades

• Restaurants and cafes

• Online stores

• Agencies

• Solo entrepreneurs

• Startups and nonprofits

If you’ve got revenue, expenses, and a goal—we can help.

Tools We Use

We work with:

• QuickBooks

• Xero

• Google Sheets

• POS reports

• Payroll and expense platforms

You don’t need fancy tools. Just real data and a plan.

Local to Seattle. Supporting Businesses Everywhere

We’re based in Seattle, but we help clients in Portland, Memphis, and all over the U.S. Most of our strategy sessions happen over Zoom, so you can be anywhere.

We’ll talk, plan, adjust, and follow up—no fluff, no BS.

Ready to Build a Real Strategy?

If you’re tired of winging it or making decisions based on “gut feelings,” let’s change that.

We’ll help you build a clear, realistic strategy based on your actual numbers—so you can stop guessing and start growing.

Flat-rate support. Real conversations. Strategy that works in the real world.