Available for any business stage as add-ons or standalone projects.

1. Financial Health Assessment

• Full diagnostic of financial records, cash flow, and key performance indicators, with three prioritized actions.

2. Financing Support (Debt/Capital)

• Loan package prep, bank reporting, investor decks.

3. M&A / Exit Readiness

• Valuation prep, due diligence binder, growth narrative.

4. Pricing & Margin Analysis

• SKU/service-level profitability review + recommendations.

5. Custom Dashboards & Automation

• Business intelligence dashboards (Power BI, Looker, or Google Data Studio) with automated KPI tracking.

6. Board Reporting Packs

• Professionally designed board- and investor-ready financial reports.

7. Workshops & Team Coaching (6-weeks)

• Training program to equip managers and teams with financial literacy for better decision-making.