When you know your numbers, you make decisions differently
A financial forecast gives you the clarity to see what’s working, what’s not, and where to go next.
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It’s not about crunching numbers, your bookkeeper will do that
—it’s about giving you the confidence to make choices that move your business forward.
Instead of feeling stuck or unsure, you’ll have a plan built on real data, so every decision feels like a step in the right direction.
With a forecast, you’re not just running your business—you’re steering it with purpose.
Your budget doesn't tell you no
It tells you when
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:
​PRE-SESSION
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Full review of accounting system
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Custom-built forecast based on historic data​
​STRATEGY SESSION
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90-min Recorded Zoom session
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Build our your financial plan:
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Sales targets​
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Expense budgets
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Profitability Analysis
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Cash Forecast & Reserves
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Financial goals like paying yourself, building team, or paying down debt​
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POST-SESSION
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3-Months Voxer/Text Support
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Continuous review and accountability
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Feel comfortable understanding how to use your forecast for decision making​
Investment $2,750