THE PATHFINDER PACKAGE
Dig deep. Make a plan.
Strategic financial analysis uncovers key tactics to improve your cash flow and strengthen your balance sheet.
Understand what's happening
Identify key opportunities
Make a plan to achieve your goals
Understand what's happening
Identify key opportunities
Make a plan to achieve your goals
Start by understanding your current cash flow situation.
It’s hard to know where to go if you don’t know where you are. The Pathfinder Package establishes a starting point, delivers a Financial Improvement Plan, and supports you as you begin your cash flow journey.
Initial Discovery
Session
Initial two-hour session to understand your goals and needs for financial improvement.
Deep-Dive
Analysis
In depth financial analysis and
stakeholder Q & A.
Operational Cash
Flow Report
Combines your financial statements into one easy-to-follow snapshot of your business.
Financial Improvement Plan
Key tactics to move the needle in your cash flow and improve your balance sheet.
Tactical Financial
Support
Review progress on initial plan implementation and problem solve in-the-moment issues.
Initial Discovery
Session
Initial two-hour session to understand your goals and needs for financial improvement.
Deep-Dive
Analysis
In depth financial analysis and
stakeholder Q & A.
Operational Cash
Flow Report
Combines your financial statements into one easy-to-follow snapshot of your business.
Financial Improvement Plan
Key tactics to move the needle in your cash flow and improve your balance sheet.
Tactical Financial
Support
Review progress on initial plan implementation and problem solve in-the-moment issues.
Assessment Details
Timeframe
3-5 months.
Investment
$5,000.
Ready to change your relationship with your cash flow?
Schedule a complimentary consultation to see if we’re a fit.