Small Business Financial Advisor
Good businesses fail for boring reasons: thin margins, slow collections, and numbers that arrive three months too late. This program gives you a financial picture you can steer with, updated monthly and explained in plain language.
Membership through Buy Me a Coffee. Cancel anytime.
Monthly call included
Every member gets a 30 minutes call once a month. A monthly financial review call to go over your numbers, answer questions, and decide the next move.
30 minutes
once a month
Financial baseline
A clean read of your P&L, cash position, and unit economics as they actually are today.
Leak repair
Pricing, collections, vendor terms, and cost structure — the levers that move cash quickest.
Forward model
A simple rolling forecast you maintain yourself, plus the monthly review rhythm to go with it.
Who this is for
- •Owner-operators without a finance person in the building
- •Businesses that are busy but not profitable enough
- •Anyone planning a sale, transition, or new funding in the next few years
What members get
- ✓Direct access for financial questions
- ✓Review of your numbers with plain-language explanations
- ✓Cash flow, pricing, and margin guidance
- ✓Priority answers to member questions
- ✓Spreadsheet templates and models you keep
Tools & templates included
Cash Flow Forecaster
Advanced spreadsheet template
Pricing Teardown Worksheet
Margin-by-offer analysis
Exit Readiness Checklist
Owner's due-diligence prep