You’ve got reports.
You’re generating revenue.
But you don’t have a plan.
You’re making money, but it’s hard to tell what’s working, what’s next, or what you can actually afford to do.
This isn’t just looking back at what happened. It’s about using your numbers to make smarter moves going forward.
Your budget doesn't tell you no
It tells you when
Run The Numbers First
If you’re ready to plan ahead with real financial direction,
this is where it starts
Gives you numbers to back up hiring, pricing, or spending decisions​
Keeps your goals in focus so your choices stay aligned
Helps you see what’s possible before making a big move
Shows what to expect, when to expect it, and how to prepare.
Meet Lou
With 15 years of experience as an accounting professional, I’ve worked with everyone from corporate enterprises to entrepreneurs, managing budgets and helping businesses plan.
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My goal is to empower business owners with the information they need to make confident decisions that drive real impact.
What's included:
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A custom-built forecast based on your real numbers
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Recorded walk-through so you can understand how to use your forecast for decision making
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Two months of review and refinement
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Email, text, and Voxer support
Built by a Financial Strategist
Not AI. Not a template. Not one-size-fits-all.
Share your goals
Complete a short form so we can understand your business and what you’re planning.
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Connect your numbers
We’ll pull your data directly from your accounting system to get the information we need.
Receive your financial plan
We build your plan and walk you through it in a Loom video you can watch anytime.
Get support as you go
Ask questions or request updates so we can support your next steps.