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Financial Clarity Snapshot

$199/ month

πŸ“Š Monthly CFO Insights for Founders Who Want Financial Clarity

πŸ“ˆ Financial Clarity Snapshot
A simple, easy-to-understand breakdown of your revenue, expenses, cash flow, and key financial trends β€” based on the reports you provide.

πŸ“Š KPI Dashboard
A plug-and-play Google Sheet, updated monthly, tracking your most important business metrics in one place.

πŸŽ₯ Personalized Loom Video (5–7 minutes)
I walk you through what happened financially, what’s changing, and what you should focus on next β€” in plain English.

🧠 Actionable Recommendations
Clear, practical steps to improve profitability, extend cash runway, and avoid costly mistakes.

πŸ“© Email Support
Up to 2 questions per week for quick financial guidance between reviews.

🎁 Bonus: CFO Toolkit Access

Get access to my CFO Toolkit β€” the same calculators I use to analyze burn rate, cash runway, break-even points, and unit economics between monthly reviews.

πŸ‘€ Who This Is For

Founders, creators, agencies, and small business owners who want clear, simple financial insights β€” without hiring a full-time CFO.

πŸ‘‹ About Me

I’m a fractional CFO with years of experience helping founders understand their numbers, improve cash flow, and make smarter financial decisions. My approach is straightforward and practical β€” no jargon, no overwhelm, just clarity you can actually use to run your business with confidence.

Frequently asked questions