Get your business back where you want it to be.
You're great at what you do and care deeply about your work, but somewhere along the way, the finances slipped out of your grip. It's more common than you think and good news is that it's almost certainly fixable. Refresh and Reset is a program to help you make sense of what's happening, steady the cash flow, and regain your footing. We work with you to untangle what's not working and create a plan to right the ship and get you back to running the business you want, for as long as you want.
Discovery & Diagnosis (Weeks 1-2)
We start with a 1:1 session to understand what's happening in your business: what feels overwhelming, what's unclear, and what keeps you up at night. Then we review your financial records, bank activity, and any statements you have, so we can get a clearer picture of how money is moving through your business. We create a monthly cash flow summary and identify the main pressure points, whether that's unpredictable income, growing debt, or unclear spending. At the end, you'll receive a simple report outlining what's not working and where to focus first.
Reset and Refresh
Starting at $1,500
Struggling with your business finances is nothing to be ashamed of. Financial difficulties are the #1 barrier to small businesses success. The question is, are you ready to do something about it? Can you afford not to?
Stabilization Plan (Weeks 3-4)
This is where we shift into action. We calculate your break even point and look at your current spending compared to income to figure out what needs to change right away. We go through your expenses to find what's essential, what can be adjusted, and where there may be hidden leaks. We also examine owner pay and debt to see how they're impacting your ability to stay afloat. The result is a 30 to 60 day plan that gives you immediate steps to stabilize the business and start feeling more in control.
Rebuilding for Resilience (Weeks 5–8)
Once things are more steady, we work on building strength for the long term. We take a close look at your revenue streams to see what's actually working and what may need to shift. Then we help you build a lean and realistic budget that reflects your goals and priorities. By the end of this phase, you'll have the information you need to help you stay grounded and keep moving in the right direction.