FINANCE RESET
Know exactly where your finances stand.
A fixed-fee reset that makes sense of your finances and gives your business a clear plan to act on. You leave knowing what to fix first, and how.
Two ways to reset
You're working from numbers that don't tell you enough, and something's coming your finances need to be ready for: growth, funding, a hire. Both options are fixed-fee, fixed-scope, and no lock-in. The right one depends on how deep you need to go.
Finance Health Check
A full review of your business’s financial systems, reporting, margins, and cashflow. You’ll get a short, clear report detailing where things stand, what to prioritise, and quick wins you can action straight away.
$3,500 + GST · Delivered in 2 weeks
90-Day Reset Plan
Over six weeks, we build a plan to get the financial side of your business working: cashflow, forecasting, reporting, and your team's capability. You walk away with a realistic 90-day roadmap to run with.
Includes:
90-minute kick-off strategy session
A custom 90-day plan
Two progress check-ins
Finance tools and templates
Light support between sessions
$6,500 + GST · Delivered over 6 weeks
How it starts
Initial conversation
We talk through your business, where things stand, and what you're trying to resolve. By the end, you'll know which of the two is right for you.
Kick-off
We get straight into your numbers, your systems, and how the finance side runs. For a Reset Plan, this opens with a 90-minute strategy session.
Handover
We walk you through what we found and what it means for the business. You leave with your report or roadmap, and a clear order of what to fix.
Common questions
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Not much. We've built these to be low-effort for you. We need access to your numbers, a kick-off session, and straight answers to a few questions; from there, we do the work. For most founders the input is measured in hours, not days.
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It's a practical plan, not just a report. You get clear priorities you can act on right away, not a document that sits in a drawer. And with the Reset Plan, check-ins and light support keep you moving between sessions.
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No. That's usually exactly why founders come to us. Messy or unreliable numbers are often the whole reason a reset is needed, and sorting that out is part of the work. You don't need to prepare or clean up anything before we start.
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Many clients move into an Advisory on Demand project or an Embedded Support retainer once the roadmap's in place. It's a natural next step. We pick up right where the reset left off, with the groundwork already done.
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