Financial Starter Kit
Start strong — even if numbers aren’t your thing.
If you’ve been running your business by instinct and avoiding the financial stuff as long as you can — you’re not alone. Most founders don’t feel confident when it comes to their numbers. And that’s exactly why we created the Financial Starter Kit.
This service is designed to help you build a strong financial foundation — without the stress, the spreadsheets, or the accountant-speak.
Who It’s For
- New or growing business owners with little to no financial setup
- Founders who feel overwhelmed by bookkeeping, reports, or tax prep
- Anyone who says, “I know I should understand this stuff… but I don’t.”
If you’ve been guessing your way through your finances, this kit gives you the structure, clarity, and confidence you need to finally feel in control.
What’s Included
● Organized setup or cleanup of your records
We help you gather, sort, and structure your financial data — so it actually makes sense.
● Simple monthly financial report
Easy-to-read breakdown of income, expenses, and cash flow — no spreadsheets required.
● Plain-language explanation of your numbers
We walk you through what everything means — and why it matters — in real, human terms
● Starter tools & templates
Practical tools to help you track and manage your finances going forward.
● 1:1 support session
Ask your questions, walk through your numbers, and get personal guidance — no judgment.
Why It Matters
Because your business deserves more than guesswork.
When you understand your numbers, you make better decisions, plan more confidently, and stop feeling like you're always behind.
This isn’t about becoming a finance expert — it’s about finally feeling like you’re in control.
What You Get
- Your personalized Financial GPS Report (PDF + optional print layout)
- 1:1 walkthrough session to explain your numbers
- Actionable takeaways you can use immediately
- Optional upgrade to monthly or quarterly updates
Ready to Get Your Financial Foundation in Place?
Let’s get your data working for you — not against you.
Book your Financial Starter Kit today and take the first step toward clarity.
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