Financial Forecasting for Founders

Clear numbers. Confident decisions. Investor-ready storytelling.

Bespoke forecasting services for founders in wellness & beauty, giving you the insight and strategies you need to grow sustainably — without drowning in data.

Financial strategy session

The Problem

Even the most passionate, hardworking founders are often operating without:

  • A clear picture of profitability
  • Certainty on what to pay yourself
  • Clarity on cashflow
  • Pricing that supports sustainable growth
  • Investor-ready projections and confidence

You're not meant to do this alone.

Two Curated Pathways

Built to meet you exactly where your business is today.

Core Forecasting Package

Your complete 12-month financial roadmap.

Perfect for early-stage or established founders who want clarity, confidence, and a clear forward plan.

  • Historical Data Review
  • 12-Month Forward Projection
  • Top-Down + Bottom-Up Modelling
  • Pricing & Profitability Analysis
  • Scenario Planning (Conservative + Stretch)
  • Clean, User-Friendly Google Sheet Model
  • Live Walkthrough Call
  • Revisions Included
Book a Discovery Call

How It Works

1

Discovery Call

We meet, explore your goals, and outline the exact scope of your model.

2

Data Collection

You'll share your historical data, pricing, and business details via a simple checklist.

3

Custom Model Build

I build your forecast, scenarios, and profitability model aligned to your goals.

4

Revisions + Refinement

We refine assumptions together to ensure accuracy and alignment.

5

Live Walkthrough

You'll be guided through the entire model so you feel confident and empowered.

6

(Signature Only)

Pitch Deck Build

Your story and numbers combined into an investor-ready presentation.

Ready to feel confident in your numbers?

Stop guessing. Start leading with clarity, credibility, and a model that speaks for your business.

Book a Discovery Call