See how much money your business is leaving on the table with our Financial Clarity Sprint
In this 2-week sprint, together we fill your Financial Clarity Canvas to give you a clear view of your numbers, spot where you're losing money, and find your next steps to increase your business profits - long-term.
Fuzzy on your numbers?
it's hurting your business
You make bad, uninformed decisions
You make short-term decisions that hurt you in the long run because they aren’t rooted in data. You need to understand introducing a strategy vs. a tactic.
You leave money on the table
You waste time and money on the wrong things because you don’t know what’s making you money or where to look to increase profit.
You focus your energy on the wrong things
You set the wrong priorities and go in directions that aren’t effective in increasing your bottom line.
Financial Clarity is the first step to maximizing profits
Get maximum clarity by creating your Financial Clarity Canvas. It gives you a complete view of your numbers, uncovering hidden profit opportunities and helping you make smarter decisions. With everything laid out, you’ll see exactly where to focus on increasing your business profits.
Deeply understand how your business is doing
Get a clear picture of how every part of your business is performing and affecting your profit.
Clearly see where you’re leaving money on the table
Find out where you're losing money or missing easy opportunities to increase your bottom line.
Immediately know your next moves to increase profit
Know exactly what to start or stop doing tomorrow to instantly maximize your profit.
Understand how every area of your business is affecting profits
The Financial Clarity Canvas provides a full picture of your business, breaking it down into key parts so you can see what’s working, what’s not, and how each area affects your overall profit.
Financial Clarity Canvas
Company
Knowing your gross margin helps you see how much profit you're making on each sale, so you can focus on products or services that bring the highest returns.
Knowing your net profit shows you the true bottom line of your business, helping you see how much money you actually keep after all expenses.
Understanding your breakeven point helps you see how much you need to sell before your business starts making money.
Customers
Understanding the mix of new and returning customers helps you know if your business is attracting fresh clients and keeping the old ones.
This shows how much money comes from new clients and how much from returning ones, helping you see which group drives more revenue.
Understanding profit from new and returning clients helps you know if most of your profit comes from getting new customers or keeping loyal ones.
Revenue Streams
Seeing which revenue stream contributes the most to profit lets you focus on growing what makes your business the most money.
Identifying the revenue stream with the highest margin lets you concentrate on the part of your business that keeps the most profit.
This shows which revenue stream has the most potential for growth, so you know where to invest for future profits.
Awarness
Get clear on your marketing costs to find ways to lower expenses while bringing in more profitable customers.
Measure how many leads you're bringing in to see if your marketing is getting you the visibility you need.
Transaction
See how many orders you're bringing in to know if your sales strategies are working and driving results."
Measure conversion to find out how effectively you're moving leads from interest to purchase
Production
Measure your cost of goods sold to see how well you're managing the cost of creating your product or service.
Measure your fixed costs to ensure you're running your business as efficiently as possible without overspending.
Loyalty
Understand how many customers stay with you to measure how effective your business is at building loyalty.
Measure purchase frequency to understand how well you're getting customers to come back and buy again.
See where you’re leaving money on the table
The Financial Clarity Canvas easily and clearly brings all your numbers together in one place. We then plug these numbers into our interactive spreadsheet to generate a detailed report with our findings, revealing which areas are driving profit and which are costing you.
Let’s dive into your business and find Clarity together
We’ll work side by side to uncover the details of your business, exploring the numbers together to reveal clear insights and next steps for growth. This journey is all about understanding your business from the inside out.
Your Fractional Partner
Yarin is our in-house lead Profit Architect. He is a serial entrepreneur, former Entrepreneur in Residence at a VC, and a top MBA. By day he is the founding partner at Fractional Partners and by night is a business mentor at University of Chicago.
Quick 2-week Clarity Sprint
Initial free clarity call
Day one: Meeting #1
We start by meeting with you to discuss clarity gaps in your business, understand your operations, and review your data.
Analysis & Setup
Days 1-7
We analyze your numbers and input them into the Financial Clarity Canvas to uncover areas affecting profit and performance.
Mid-Project check-in
Day 7: Meeting #2
In a mid-project check-in, we ask clarifying questions, review initial findings, and update the Clarity Canvas to finalize key sections.
Finalization & Review
Day 14: Meeting #3
We finalize the Clarity Canvas, then meet with you for a comprehensive review of the results and to discuss next steps for maximizing profit.
Our entrepreneurs are obsessed with their newfound clarity
Business owners love working with us— See how financial clarity has transformed their businesses and lives.
Mary Liu
MEIA
Cass Westover
Homegrown Wrappings
Tim Vorhoff
CreoValo
Dr. Sanjeev Bhatia
Joint Preservation Innovations
Shaily Hakimian
Social Media Sherpa
Malvina De Salvo
Plateful
Leslie Amonoo, MD
Resident Physician
Nathan Ohler
Nuooly
Amanda Finck
Little luxuries
Brittany Almeroth
Aesthetics LLC
Vrishank Saini
prehealth.ai
Matt Kotin
TheBaconCellar.com
Victoria Sledge
Faux Boujie
Eirik Grunde Olsen
One Solution Foundation
Joseph Sommer
Whitestone
Ready to up your clarity game?
Designed for emerging brands
Who are:
Wanting to improve their overall strategy and profitability
Generating $500k-10m in yearly revenue
Keeping their financials accessible and digital
Working with multiple clients or products (have volume)
Commitment free first session
Have a free Clarity Call to discuss your business with one of our experts to decide if this experience is a good fit for your company
Value guaranteed or your investment back.
If you don’t find the value, we’ll refund your investment or let you pay what you believe it was worth.
Full confidentiality
You business data is safe with us and will never be shared with anyone but you and us