Do you have a financial plan?  Do you have a good understanding of your income, your expenses, your profit, and the timing of activity?  

Get the visibility and clarity you need with your business finances so you can be prepared, plan, and grow in a strategic and profitable way.

Within a 2-hour intensive, we will create a completely customized financial plan that builds your sales forecast, covers your expenditure, reviews your profit, and includes your business goals.

It will identify sales targets, areas of improvement, and what is needed to build a profitable and sustainable business with intention.

  • Accounting system audit

  • Historic financial review

  • Sales forecast

  • Pricing review

  • Contract summary and review

  • Itemized expenses budget

  • Profitability review

  • Short and long term goal planning

  • Business 12-month budget

  • 2+ hour recorded Zoom session

  • Financial workbook with custom built modelling

  • 30-day Voxer/Email support

Review your current financial position and plan for the future.  Work one-on-one with Louise to create a visual representation of your business growth that will help you make smart decisions to build a sustainable, achievable, and profitable business.

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"Working with TFA during this strategy session really helped us get deep in the weeds with our finances. It uncovered so much within the business that had we not taken the time to dive into numbers with TFA we would have never found out. Ultimately, this strategy session was the start of increasing our business profitability. It also helped take the emotion out of business as well as make informed decisions that were rooted in financial strategy. That was something we hadn't done before."

 - Aisha

"Lou is such a blessing.  She has the heart of a teacher who helps you understand your finances and empowers you to see the potential through the numbers.  She patiently walks through all components of your financial picture and provides workbook that is easy to utilize and maintain.  During the session I was able to see the possibility of new goals for growth, which I felt were lofty.  Knowing my numbers has sparked new energy in my business and how I show up as a CEO.  I am extremely grateful for her and her team and look forward to continuing to work with them."

 - Bree

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Event & ExperiencePlanning

Investment at $2,750

(50% deposit required to secure date.  Remaining 50% due 3 days before the strategy date)

Are you ready to get financial visibility and strategy on how to grow your business?

These intensives are limited each month and usually book out 30-60 days in advance.  If you're interested submit your application to get on our waiting list!

Submit your interest and we will reach out with the next available dates!

"Working with Lou has taken a huge weight off my shoulders."
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Reach out to us here. Let’s get to know each other and find out how our team can support yours.

We’ll create the perfect custom package for your team that can be adjusted anytime. 

We become an extension of your team and start managing your finances after a brief onboarding process.

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Ready to get started?

LET'S CONNECT ON INSTAGRAM: @the_finance_agency