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Cash Flow Optimization
Packages
Pick the one that fits your business best!
Starter
Cash Flow Clarity
Investment: $300 one-time or $150/month for 2 months
Just getting started? This package is perfect for small business owners who want to stop guessing and start knowing where
their money goes.
You'll walk away with a simple system, a custom cash flow forecast, and greater peace of mind.
Includes:
✔️ 60-minute discovery session
✔️ Custom cash flow template (Google Sheets or Excel)
✔️ 30–90 day forecast
✔️ Clear budget categories
✔️ 2 weeks of follow-up support via email
Think of it as a friendly GPS for your money.
Healthy
Flow
Monthly
Investment: $350/month
Keep your cash flowing and your business growing. This ongoing support package is for business owners who want consistent, caring accountability and financial clarity every month.
Includes:
✔️ Monthly 60-minute review session
✔️ Updated cash flow forecast & budget vs. actual
✔️ Guidance for upcoming expenses and goals
✔️ 1 emergency check-in per month
✔️ Unlimited email support
Like having a financial co-pilot by your side.
VIP Cash
Flow
Intensive
Investment: $1,500 one-time (4–6 week process)
Ready for a cash flow makeover? This intensive is ideal for businesses in transition—scaling, hiring, or solving financial puzzles. We’ll roll up our sleeves and build a system that supports your unique rhythm and goals.
Includes:
✔️ Two 90-minute strategy sessions
✔️ Two follow-up check-ins
✔️ Business health review & customized forecast
✔️ Setup of tracking system & processes
✔️ 3-month implementation roadmap
✔️ Ongoing email support during the process
It’s like a financial spa day for your business—with lasting results.