Book Your Free Finance Hour

Option 1: Financial Model Review

‍Best for: founders who need to know whether their business actually works on paper.

Most early-stage founders have a product and a price, but no clear picture of how the money flows. We'll walk through how your business makes money, what assumptions you're building on, where the risks are, and what an investor would challenge before you even finish the sentence.

If you've never stress-tested your pricing, mapped your unit economics, or modelled what happens when one assumption changes, this is the session.

You'll leave with a clearer picture of whether your model holds up and what to fix if it doesn't.

Good for: pre-revenue startups, founders preparing to fundraise, or anyone unsure where to start with financial modelling, especially if current pricing or revenue models are untested.

‍Option 2: Financial Stack Evaluation

‍Best for: businesses where finance feels slower, messier, or more manual than it should.

Your finance stack is every tool, process, and workflow that touches your numbers. Xero, Stripe, Shopify, payroll, expenses, reporting, bank feeds, reconciliation, month-end. When it works, you barely notice it. When it doesn't, you're spending hours on stuff that should take minutes.

We'll look at what you're using, how it connects, where the bottlenecks are, and what could be automated or simplified.

You'll leave knowing what's costing you time and what to change first.

Good for: a messy Xero, lengthy month-ends, manual processes, disconnected tools, or uncertainty about your current setup's fitness for growth.

‍Option 3: Margins, Metrics and Analysis

‍Best for: founders who have the numbers but can't read the story they're telling.

Most businesses collect data. Very few turn it into decisions. If you've got reports coming out of Xero or your accounting team and you're not sure what they mean, what's good, what's bad, or what to do about it, this session is for you.

We'll pick a specific area, margins, cash, costs, revenue, profitability by product or channel, and turn it into something you can actually act on.

You'll leave understanding what your numbers are saying and what needs to change.

Good for: founders who feel their P&L is useless, margins are thin, cash disappears too fast, KPIs are confusing, or investor packs need sharper insight.

‍Option 4: Finance Mentoring Hour

‍Best for: founders who don't know what they don't know.

Not every finance problem fits a neat category. Sometimes you just need to sit down with someone who's done this before and talk through what's on your mind. Your model, your cashflow, your pricing, your systems, your next hire, your investor questions, or just a vague sense that something in the finances isn't right but you can't put your finger on it.

No agenda required. No pitch at the end. Just a useful hour with a CFO who's helped founders from seed stage to acquisition.

You'll leave with clarity on what matters most and what to sort first.

Good for: founders needing clarity on finance support, improving financial performance, preparing for growth/fundraising/big decisions, discussing finance worries, or prioritizing urgent finance tasks.