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Growth doesn’t come from doing more.
It comes from focusing on what matters.
I'll help get you there.

Whether you realize it or not, every business has sticking points.

Most challenges trace back to profit, pricing, or process. That’s where we’ll focus. Choose the session that best fits your needs, and let’s get to work on moving your business forward.

  • The Strategy Session

    350$
    This session gives you clarity on goals, key challenges, and next steps, plus a proposal outlining the three priorities that will move your business forward.
    Valid for 2 weeks
    • Pre-session intake form to identify pain points and current financial/operational goals
    • 60-minute working session (virtual or in-person)
    • High-level recommendations and next-step priorities
    • Written summary and next-step checklist delivered within 3 business days

  • Financial Clarity + Growth Roadmap

    1,200$
    For businesses with messy or unclear numbers that need actionable clarity before scaling. Best for owners with revenue between $500K–$2M who want to make confident financial decisions but don’t yet need a fractional CFO. Outcome: Clarity on what’s really happening in the business financially, where to focus next, and a tangible roadmap for growth.
    Valid for one month
    • Pre-session questionnaire + financial data review (income statement, balance sheet, cash flow if available)
    • 90-minute deep-dive session focused on profit drivers and operational bottlenecks
    • Analysis of revenue, gross profit, net profit, and cash position — with tailored insights on what’s driving or constraining growth
    • Written Financial Snapshot + 90-day Growth Roadmap
    • 30-minute follow-up call within 3 weeks to review progress and adjust priorities
  • Best Value

    Year-End Review + 2026 Projection

    1,500$
    A one-time offer that blends financial review, strategic reflection, and forward planning. Includes: Review of 2025 financial performance, Simple projection for 2026 revenue and expenses, Key recommendations for focus in Q1, 30-minute follow-up in January
    Valid for one month
    • Pre-session financial data review (profit & loss, cash flow, and key metrics)
    • 90-minute working session to reflect on the past year and identify top priorities for next year
    • Creation of a simplified 2026 revenue and expense projection
    • 30-minute follow-up call in January to revisit goals and adjust the plan

  • The 30-Day Growth Intensive

    2,500$
    A short-term engagement for business owners who want both insight and implementation momentum. Best for companies approaching the $1M+ mark that need accountability and systems support before hiring a bookkeeper, manager, or operations lead. Outcome: A streamlined foundation for sustainable growth — with the clarity, systems, and partners in place to scale confidently.
    Valid for one month
    • Kickoff strategy session + financial and systems review
    • Workflow audit covering: time, tools, team, and transaction flow
    • Customized 30-day action plan with weekly check-ins (virtual)
    • Simplified Financial Dashboard
    • Prioritized Systems Map (where to document or delegate next)
    • Recommended referral list (bookkeeper, CPA, HR, etc.)

  • Growth Implementation Partnership

    6,000$
    For established business owners ready to move from strategy into execution. Best for growth-stage companies ($750K–$3M in revenue) that have identified key opportunities or bottlenecks and want hands-on support implementing change. Outcome: A stronger, more structured business — with systems, numbers, and decisions that align with your growth goals.
    Valid for 3 months
    • Kickoff Strategy Review: Revisit the Financial Clarity or Growth Roadmap findings and set measurable goals for the engagement
    • Custom Implementation Plan: Tailored to 2–3 priority areas (examples: improving profitability, streamlining operations, building financial dashboards, refining team structure, or standardizing client workflows)
    • Monthly Working Sessions (90 minutes each): Progress tracking, problem-solving, and accountability
    • Ongoing Support: Access to Katie via email or Voxer between sessions for quick feedback and course correction
    • Quarterly Review & Metrics Report: Evaluate performance against goals and outline next-stage recommendations
    • Optional Add-Ons: Coordination with bookkeeper/CPA, financial system setup (e.g., QuickBooks chart of accounts review), or internal SOP creation

Still unsure where to start?

Feel free to email me or go ahead and schedule a 15 minute complimentary conversation so we can talk about what you're looking for:

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