The frustration

If you’re a service‑based founder, consultant or small business owner who is always busy but still feels financially stretched or unsure what’s really going on in the business, you’re not alone.

Most of the people I work with say things like:

• Revenue is coming in, but there's never enough cash.
• I don't know if I'm actually making money.
• I'm working harder than ever, but I feel stuck.
• I avoid looking at my numbers because it's overwhelming.
• I know I should understand my finances better, but I don't know where to start.

It’s frustrating to pour so much of yourself into your business and still feel like you’re guessing.

Left alone, that feeling usually gets worse, not better. Decisions get heavier, you delay important moves, and you stay stuck in survival mode instead of leading with confidence.

Imagine a clearer, calmer picture

Imagine sitting down with your numbers and actually:

            ✔Knowing exactly how your business is performing

            ✔ Feeling confident about cash flow and upcoming expenses

• ✔ Understanding the handful of numbers that actually matter

  ✔ Having a clear plan for your next 30–90 days

That's exactly what we'll create together: a clear picture of where your business stands today and a practical action plan for what to do next. No jargon. No complicated spreadsheets. No overwhelming reports.

What We'll Do Together

During our 90-minute session, we'll:

✔ Understand where your business stands today

✔ Identify the biggest pressures affecting cash flow, profitability or growth

✔ Highlight the opportunities hiding in your numbers

✔ Decide on the 1–3 actions that will have the biggest impact

✔ Create a practical plan for the next 30–90 days

No complicated financial jargon. No judgement. No overwhelming spreadsheets.

Just clarity, confidence and a clear next step.

Most clients start with a True North Business Review

During the session, we will:

1. Understand Where Your Business Stands Today

   We look at revenue, cash flow, upcoming commitments, pipeline and client concentration to create a clear picture of your business.

2. Find What's Really Causing the Stress

   We'll uncover where money, time or energy are leaking and what's preventing your business from moving forward.

3. Decide What Matters Most

   Together we'll identify the 1–3 priorities that will have the biggest impact over the next 90 days.

4. Create Your Next-Step Plan

   You'll leave with clear recommendations and practical next steps. If additional support would be helpful, we can discuss the options—but there's absolutely no obligation.

You'll Leave With

✔ A clear understanding of where your business stands today

✔ Insight into your biggest financial risks and opportunities

✔ 1–3 priorities to focus on next

✔ A practical action plan

✔ Greater confidence in your business decisions

This Is For You If...

✓ Your business is generating revenue, but cash still feels tight

✓ You're busy every day but aren't fully confident in your numbers

✓ You want clarity on what to focus on next

✓ You're tired of making decisions based on gut feel alone

✓ You're ready to take ownership of your business finances

Why Work With Me?

I've spent more than 20 years in accounting, finance and business advisory, helping business owners understand their numbers and make confident decisions.

I've worked with businesses of all sizes—from small service-based firms to larger organisations—and I understand that behind every set of numbers is a real person trying to build something meaningful.

My approach combines financial expertise with practical business thinking, so you leave with clarity, confidence and actionable next steps.

• CPA / Professional Accountant
• 20+ years experience
• Big 4 background
• Business owner
• Worked across multiple industries

The True North Business Review is my signature methodology for turning scattered numbers into a clear 90-day plan for profitability and growth.

Investment: R1,250

Your session includes:

✔ 90-minute one-to-one review

✔ Pre-session assessment

✔ Review of your revenue, cash flow and key business drivers

✔ Identification of your biggest pressure points

✔ Clear priorities and next-step action plan

✔ Follow-up session summary

This is a valuable standalone session. If you decide to continue with ongoing accounting, financial management or a 90-day advisory journey within 7 days, R1,000 of your session fee will be credited toward your first month.

One good financial decision can easily save or generate far more than the cost of this session. The goal is simple: help you gain clarity, confidence and direction so you can move forward with certainty.