Financial Foundation

Know Your Numbers. Build With Confidence.

IAB Financial Strategy’s Financial Foundation package turns your business assumptions into a practical financial roadmap. With connected forecasts, budgets, and performance tools, you can make decisions about pricing, spending, and growth with greater clarity.

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  • Understand what drives your revenue, anticipate upcoming costs, and evaluate whether your goals are supported by realistic assumptions.

  • A business can show a profit and still be short on cash. This plan helps you anticipate gaps, prepare for upcoming obligations, and understand your funding needs.

  • Use this baseline to set revenue targets, evaluate pricing, and understand how changes in costs affect the amount you need to sell.

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  • Evaluate your growth plans and see when hiring, additional resources, or larger investments may become financially workable.

  • Identify spending changes, revenue shortfalls, and emerging trends so you can adjust before small gaps become larger problems.

  • Understand where your business is most sensitive and make plans for slower sales, higher expenses, or stronger demand.

What’s Included?

  • A monthly forecast built around your services or products, pricing, expected sales, and operating expenses.

  • A financial projection showing how revenue, expenses, and profitability could develop over three years.

  • A cash flow forecast that connects expected customer payments with the timing of business expenses.

  • A structured tool for comparing actual revenue and expenses against your budget.

  • An analysis of the sales needed to cover the expenses included in your business model.

  • Conservative, expected, and growth scenarios that show how changes in sales or costs could affect your financial results.

  • A concise dashboard highlighting financial and operating measures relevant to your business.

  • A clear summary of key findings, planning assumptions, and recommended next steps.

Who This Package is For

Entrepreneurs ready to move from informal estimates to a structured financial plan

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Service businesses evaluating pricing, workload, and growth

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Small business owners seeking a clearer view of cash flow and profitability

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Founders preparing to launch and evaluate startup costs

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What You Can Expect When Working with Me

Portfolio

Integrity, creativity, and empathy shape the way I work with clients. I take the time to understand your business, make financial assumptions clear, and turn complex financial information into tools you can confidently use. By combining financial analysis with clear storytelling, I help you understand your numbers, communicate your vision, and make informed decisions—with a thoughtful partner alongside you.

People-First Approach

Your goals and concerns guide the work, with financial tools tailored to your business.

A Focus on Quality

You receive thoughtful analysis and clear, carefully reviewed materials that support confident decisions.

Reliability You Can Count On

You can count on clear communication, consistent updates, and follow-through on commitments.

Proven Process

Your project follows a structured approach grounded in financial analysis experience, from understanding your goals to reviewing the final deliverables.

Fixed Project Pricing Starting at $1,250

Pricing is based on our business stage, available financial information, and turnaround time.

Get Started with Financial Foundation

If you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you within 48 hours.