FINANCIAL CLARITY FOR SMALL BUSINESS
A structured appropach to understanding exactly where your business stands without confusion, guesswork, or ongoing calls.
Built from over a decade of experience working directly with small business owners and their financial institutions.
Engagements are accepted monthly — spots are limited
Request My Spot for JuneOr explore
Financial Clarity Foundation · Financial Clarity Mapping · Financial Clarity StrategyClarity changes everything.
MOST COMPREHENSIVE
Your most complete financial picture. A comprehensive review of your business finances covering where you stand today, how your position has been moving over time, and what to prioritize next. Delivered as a 55 to 70 page written report with a private video walkthrough.
$1,200
See Full DetailsFINANCIAL CLARITY MAPPING
A structured snapshot of your current financial position covering cash flow, fixed expenses, revenue concentration, and timing. 30 to 40 pages with a private video walkthrough.
$800
-> See full detailsFINANCIAL CLARITY FOUNDATION
A done-for-you introductory financial review. I complete the foundational analysis on your behalf and deliver it as a clear written snapshot with a private video walkthrough.
$300
-> See full detailsTHE NORTHSTEAD RETAINER
BY APPLICATION ONLY
The Northstead Retainer offers ongoing quarterly reviews and a weekly newsletter for business owners who want a consistent financial relationship throughout the year.
-> Learn about the Retainer01
Submit Your Documents
Share your recent bank statements and profit and loss report through the secure intake process. I confirm exactly what I need before you begin.
02
I Do the Work
I analyze your documents, calculate your key financial metrics, and build your complete report. No calls, no back and forth — just focused work.
03
You Receive Your Report
Your written report and private video walkthrough arrive in your inbox. Everything is explained in plain language so you can read it, reference it, and act on it immediately.
For the past decade I worked closely with business owners inside the banking system, reviewing financial structures, assessing risk, and helping clients make steady decisions under pressure.
What I noticed consistently was this: most business owners don't lack intelligence or effort. They lack a clear, structured picture of their own finances. Nobody had ever sat down with their actual numbers and explained what was happening in plain language.
Northstead Ledger exists to fill that gap.
Fixed fee. No ongoing commitment. Delivered within days, not weeks.
Request My Spot for June
