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1:1 Financial Coaching 

One-Month-Free CFO

Initial Discovery & Financial Health Check (Week 1)

  • 60-minute Kick-off Meeting: Understand your business model, objectives, and current financial standing.

  • Financial Health Check: Review of Balance Sheet, Profit & Loss Statement, and Cash Flow Statement.

Forecasting & Budgeting Support (Week 2)

  • Provision of a basic financial model template, tailored to your business.

  • Initial setup of FY25 budget draft (Top-down approach).

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KPI Design & Advisory

(Week 3)

  •  Identification of key KPIs (e.g., CAC, LTV, Burn Rate, Gross Margin).

  • KPI tracking template provided (Google Sheets + basic visualization).

Investor or Board-Ready Financial Brief (Week 4)

Final feedback session and program wrap-up meeting.

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