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Getting Your Financial House in Order

Most businesses wait until tax season to think about their finances. That's a bit like checking your car's engine only when smoke starts coming out. We've learned—the hard way, honestly—that the prep work matters more than anything else.

Starting in February 2025, we're running monthly workshops for business owners who want to understand their numbers before they become problems. No jargon. Just practical stuff that actually helps.

What You Need Before We Start

Look, we're not going to pretend this is complicated. But there are a few things that make our work together actually useful instead of just another meeting on your calendar.

When clients come prepared, we spend less time hunting for documents and more time solving actual problems. That sounds obvious, but you'd be surprised how often people show up without the basics.

  • Your last two years of financial statements (even rough ones are fine)
  • Current bank statements for all business accounts
  • A list of regular expenses—doesn't need to be perfect
  • Any existing debt agreements or payment plans
  • Questions you actually want answered (seriously, write them down)
  • Realistic expectations about what numbers can and can't tell you
Tiberius Caldwell reviewing financial documents with a client

Tiberius Caldwell

Senior Financial Consultant

"I've been doing this for twelve years, and the best sessions always start with someone who's done their homework. Not because I'm picky—but because we can skip the basics and get to what actually matters for your business."

How This Actually Works

1

Initial Review

We spend about an hour going through your current situation. No fancy software yet—just a conversation about where you are and where you want to be. Most people find this part surprisingly helpful on its own.

2

Analysis Phase

This is where we dig into your numbers and see what's actually happening versus what you think is happening. Sometimes they match. Often they don't. Either way, you get clarity instead of guesswork.

3

Action Planning

Numbers without action are just... numbers. We work out specific steps you can take based on what we found. Nothing theoretical—just practical moves that fit your actual business, not some textbook scenario.

Sunniva Whitlock consulting with a business owner

Sunniva Whitlock

Business Finance Advisor

"The clients who do best are the ones who ask questions when they don't understand something. Financial stuff can feel intimidating, but it's really just math applied to decisions you're already making."

Financial planning session showing clear documentation and organized workspace

What to Expect

Your First Session

We keep things straightforward. Bring your questions, your documents, and an open mind. You'll leave with a clearer picture of your finances and specific next steps. No pressure, no upselling—just honest guidance.

Ready to Get Started?

Our next available consultation slots open in March 2025. We're taking bookings now for businesses in the Campbelltown area and surrounding regions.

Schedule Your Initial Review