SERVICES

FINANCIAL CLARITY STRATEGY

A comprehensive financial review for business owners who want a deeper understanding of how their business is functioning

Designed to help you better understand your business and the financial patterns shaping it.

$1,200

What We Explore

  • Cash flow movement and financial flexibility
  • Fixed expense rigidity and revenue concentration
  • Timing patterns affecting cash flow
  • Reserve strength and financial resilience
  • Receivables and collections performance
  • Longer-term financial trends and emerging patterns

What You’ll Receive

  • Personalized Visual Guide
  • The Ledger companion guide
  • Private video walkthrough of your review

Typically 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 We Explore

  • Cash flow movement
  • Liquidity and financial flexibility
  • Fixed obligations
  • Revenue concentration
  • Timing patterns affecting cash flow

What You’ll Receive

  • Personalized Visual Guide
  • The Ledger companion guide
  • Private video walkthrough of your review

Timeline

Typically delivered within 7 business days of receiving required documents

Financial Clarity Foundation

A practical starting point for business owners who want to better understand their financial position before moving forward

$300

What’s Included

  • Current cash position
  • Liquidity coverage
  • Key areas of financial pressure

Timeline

Typically delivered within 5 business days of receiving required documents

AVAILABLE AFTER FINANCIAL MAPPING OR STRATEGY

The Northstead Retainer

Designed for business owners who want to build on a qualifying Mapping or Strategy review with ongoing financial continuity throughout the year. Your qualifying review counts as review one and is credited toward the $4,500 first-year total.

$4,500 annually

What You’ll Receive

  • Four review points annually, including the qualifying review in year one
  • Ongoing continuity from one review to the next
  • Priority scheduling
  • Dedicated client status

Designed For

  • Businesses experiencing growth or change
  • Owners who want to monitor financial trends over time
  • Businesses that value regular financial check-ins without hiring an internal finance team
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Where Northstead Ledger Fits

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

Northstead Ledger 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

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