Questions from the trail
Frequently Asked Questions
The things people ask us most. If yours isn’t here, just ask.
What kind of businesses do you work with?
We primarily work with small to mid-sized businesses across a variety of industries. The majority of the businesses we serve are in the SaaS, e-commerce and Coaches/Consultants industries. If you’re an entrepreneur looking to grow sustainably and make smarter financial decisions, we can help.
How much does it cost to work together?
We have tiered pricing available to ensure the value we provide is always exceeding the investment to work together. The simplest way to find out what it would look like for your business is to book a call and we’ll walk you through it.
How long does a normal engagement last?
On average, our engagements last 6-12 months (but some clients have been with us for years).
Can you work alongside my existing financial team?
Absolutely! We are happy to add clarity alongside existing relationships (CFOs, coaches, investors, etc.). Our specialty is providing compelling insights about what’s possible in the future. If that’s an area you’re hoping to improve, we’d love to chat!
What if I’m not ready to jump in just yet?
No worries at all — we are still happy to connect for a quick strategy call to help you think through some important questions as you think about growth.
What’s included in the free call?
We’ll talk through your business goals and what’s currently holding you back. Then we’ll offer honest insight into your best next steps — whether you work with us or not.
What’s the difference between the monthly plan and the one-time forecast?
The one-time forecast gives you a snapshot of your business with custom insights. The monthly plan includes ongoing strategic support, updated forecasts, and regular coaching to help you implement and adapt.
What does “M.A.P. Review” mean?
M.A.P. stands for “Measure – Adjust – Predict.” It’s our process of revisiting your forecast, refining your plan, and making sure you stay on track with your goals — every month.
Can you help if I already have a bookkeeper or CPA?
Absolutely. We don’t replace your accountant — we complement them. Think of us as your strategic financial partner, focused on future decisions, not just compliance.
Do you offer help with taxes?
We’re not a tax preparation firm, but we’ll help you plan ahead for taxes, build cash reserves, and understand your obligations with confidence.
What if I’m just starting out?
We typically work best with businesses that already have some momentum. However, if you’re early-stage and thinking long-term, reach out — we may still be able to help or point you in the right direction.
Will I understand the reports, or are they full of jargon?
Our reports are made for real humans — not accountants. They’re visual, easy to follow, and never just a wall of tables and numbers. We explain everything clearly and walk you through it step-by-step so you always know what you’re looking at — and what it means for your business.
What kind of results can I expect?
Every business is different, but most clients feel more confident, make smarter decisions, and see measurable growth within 3–6 months of working with us.
What if my business changes mid-year?
We plan for that. Our M.A.P. Review rhythm allows us to adjust your forecast and strategy as your business evolves.
Is this coaching or consulting?
A bit of both. We offer expert financial consulting paired with the personal, consistent support of a coach who’s invested in your long-term success.