Consultation

Financial Foundations Review

A careful pass over early cost sheets, pricing logic, and cash timing so your plan’s numbers can stand questioning.

Printed financial sheets with pen and calculator

Purpose

Early financial models often mix hope with habit. This review aligns unit economics, overhead, and cash timing with the story told in your plan — or exposes where the story and the numbers disagree.

Included

  • Review of your existing spreadsheet or cost notes
  • Two working sessions on pricing, margins, and runway
  • Annotated model notes and a plain-language risk list
  • Guidance on what an accountant should own next

Excluded

Bookkeeping, tax filings, and formal valuations. We are consultants on planning logic, not your chartered accountants.

When to choose this

Choose this when a draft plan exists but the numbers feel soft, or when a lender or partner has asked for clearer assumptions.