SERVICES

FINANCIAL CLARITY STRATEGY

A comprehensive review of your business finances — designed to show you exactly where you stand, where you’ve been heading, and what to prioritize next.

$1,200

What’s Included

  • Review of recent financial statements and trend analysis
  • Receivables review and collections pressure assessment
  • Analysis of fixed expense rigidity and revenue concentration
  • Structural timing and cash flow compression analysis
  • Prioritized action plan with recommended next steps
  • Private recorded walkthrough of findings

Timeline

If you're unsure whether this is the right starting point, you're welcome to reach out before booking. There's no pressure, just a conversation.

Delivered within 10 business days of receiving required documents

Financial Clarity Mapping

A focused financial snapshot designed to identify what is creating pressure and clarify your current position.

$800

What’s Included

  • Assessment of your true cash position and liquidity coverage
  • Analysis of fixed expense rigidity and revenue concentration
  • Structural timing and cash flow compression analysis
  • Clear written summary of findings
  • Private recorded video walkthrough included with delivery

Timeline

Delivered within 7 business days of receiving required documents

Financial Clarity Foundation

A done-for-you financial baseline. I complete the foundational analysis on your behalf and deliver it as a clear, structured snapshot of where your business stands today.

$300

What’s Included

  • Done-for-you assessment of your true cash position and liquidity coverage
  • Identification of key pressure points in your financial structure
  • Clear written summary of findings
  • Private recorded video walkthrough included with delivery

Timeline

Delivered within 5 business days of receiving required documents

BY APPLICATION ONLY

Northstead Clarity Retainer

Ongoing financial clarity for business owners who want a consistent, quarterly picture of where their business stands and a trusted resource to return to throughout the year.

$4,500 annually

What's Included

  • Four Financial Clarity Strategy reviews annually
  • Targeted insights highlighting patterns, risks, and opportunities as they emerge
  • Priority scheduling and dedicated client status throughout the year
  • Continuity across reviews. Each quarter builds on what came before
Apply for a Spot

What This Is Not

This is not bookkeeping, tax preparation, investment management, or ongoing financial oversight.

Northstead is a focused financial clarity practice. Each engagement is designed to help you understand your financial position clearly and move forward with confidence.

Ready to Begin?

If you’re feeling unclear about your financial position and want a grounded starting point, I’d be glad to connect

Request My Spot for June