Business Planning

Services Startups + Solo

Are you getting ready to start a business? Looking to get out of the red in your first year?These services are tailor-made for you. Let me help you with:

  • Pricing Structure & Matrices
  • Short Term Financial Strategy
  • Help you plan your first year business goals
  • 5 and 10-year business plans
  • Where to hire and where to DIY
  • Where to find business funding
  • More as identified

Feeling alone? You’re not! Start your business off with a bang. I offer affordable, accessible business planning for the start up or solopreneur.

Services Business + Employees

Is your business looking to expand? Need some help to identify the best way? I would love to help your business grow by assisting with any of these:

  • Financial analysis of employee costs
  • Changes to your pricing to support goals
  • Find unnecessary expenses
  • Help consult on where to outsource
  • Analyze cashflow and recommend improvements
  • Change company structure and type
  • More as identified

Knowing when to grow your team and when to hire an expert consultant is a pivotal element of growing your business. I can be your CFO-for-hire as you scale up towards success.

Services Power Up + Fixes

Need a quick fix in your business plan? Facing a business crisis? Call in an expert planner for a quick fix with laser accuracy:

  • Prepare for a new service offering
  • Analyze grant or government funding compliance
  • React to a cashflow shortfall
  • Update your business plan for a loan
  • Company merger or division
  • Help you prepare to sell your company
  • More as identified

Sometimes you just need a hero to call. I offer short-term, strategic, solutions-oriented financial services to help save you from a numbers crisis.

Frequently Asked Questions

How do I get started?

Set up your free evaluation and we’ll assess your picture and see what you need.

What kinds of planning do I need?

Getting a solid plan in place will help your business go from zero to hero in no time flat. The specific plans you need are going to depend on your industry. Let’s talk!

I'm not even open for business yet. When is a plan necessary?

The sooner your business is set up for financial success, the healthier your business will be.

What do you charge for business planning services?

My rates vary based on the type of work being performed. Complicated work has a rate of $75/hr, while basic bookkeeping and data entry rates are $40/hr.

  • “The best thing I did to grow my business was to outsource the bookkeeping to Niki! She allows me to focus on clients and not asking for money, following up on invoices, or balancing my books. She’s been really resourceful as I grow!”

    — Arlene Moss

Get started with your free consultation.