One-on-one consulting
Consulting
Eight weeks. One framework. A completely different relationship with your business finances.
This is not a course you buy and forget. This is a structured, guided eight-week engagement where I roll up my sleeves alongside you — analysing your actual numbers, building the tools, and customising the system to your business, your stage of growth, and where in the world you operate.
How it works
What to expect
Once a week or fortnight — your choice — we meet on Zoom for a live working session. I personally analyse your financials, adapt the frameworks to your specific situation — your industry, your geography, your stage of growth — and build alongside you. You bring the business. I bring the expertise. We build the system together.
Before each call, I ask you to set aside an hour to review the week's material. Come prepared and you will leave with answers, not more questions.
The programme
The eight-week journey
Week 1 — The Foundation
We start by understanding the Profit First framework from the ground up and how it applies to your specific business. By the end of this session you will understand precisely why the bank account structure works — and wonder how you ever managed without it.
Week 2 — Your Profit Assessment
This is where things get real. I go through your actual financial statements and translate what they are genuinely telling you — not the number your tax accountant reports, but your true operational profitability. For most founders, this session is a revelation.
Week 3 — Your Goals and Your Debt
We get clear on what you are actually building toward. If debt is part of your current reality, I look at it with you honestly and help map out a path forward.
Week 4 — Cutting the Fat, Protecting the Muscle
I examine the profit drivers in your business and identify where money is leaking — then we build a plan to cut 10% of unnecessary expenses immediately, without touching anything that actually grows or protects the business. This week alone often pays for the entire engagement.
Week 5 — Pricing to Pay Yourself Properly
Most product founders are underpricing. I revisit your pricing with you, running the margin analysis and pressure-testing your numbers against what your business actually needs to generate.
Week 6 — Your Lifestyle Congruence Number
I calculate exactly what size your business needs to be to support your current lifestyle — and then map the path to your "Oh hell yes" lifestyle. This is the number that makes everything else make sense.
Week 7 — Planning for Growth
I build out a cash flow forecast customised to your business model and create a growth plan grounded in your real numbers. Real projections. Real runway. Real decisions you can actually make with confidence.
Week 8 — Your Vital Need and What Comes Next
We finish by identifying the single most important thing your business needs to focus on next. You leave with a fully customised rollout plan — built for your business, your life, and wherever you are in your journey. Not a list of intentions. An actual plan.
Outcomes
What you leave with
A fully implemented bank account structure, set up and customised for your business
A clear picture of your true profitability — and a system to protect it going forward
A pricing review informed by real margin analysis specific to your industry and market
Your Lifestyle Congruence Number and what it means for your growth targets
A cash flow forecast and growth plan built around your actual numbers
Tools and frameworks adapted to your geography — New Zealand, the United States, or both
The confidence to read your financials and make decisions from clarity, not anxiety
Is this for you?
Who this is for
This engagement is for bootstrapped, inventory-based founders who are done guessing. You have built something real. You are ready to run it like the business it deserves to be.
If you have ever paid yourself last, avoided looking at your bank account, or wondered where on earth all the money went — this is where that stops.
Ready to get started?
Engagements are limited. I work with a small number of one-on-one clients at a time to make sure every founder gets the attention their business deserves.
Get in touch →