Stop guessing about cash.

The Cash Clarity Intensive is a focused, 2-week engagement that gives small business owners a real 13-week cash flow forecast and a clear action plan - not another retainer.

Just two intensive spots open this month.

You're not bad at business. You're just flying blind on cash.

• Cash gets tight in months when sales look fine - and you don't know why.
• You're not sure you can actually afford your next hire.
• You don't know which of your products or services are actually profitable.
• Big financial decisions come down to gut instinct, not real numbers.

What's Included?

Three sessions. Two weeks. One real forecast.

Session 1 - Discovery and Data Pull (60 min)

We review your current financials and the last 6-12 months, and map how cash actually moves through your business

Session 2 - Model Build & Review (60 min)

We walk through your custom 13-week cash flow model together and flag near-term risks and opportunities.

Session 3 - Action Plan (60 min)

We turn the model into concrete decisions: pricing, hiring timing, purchase timing, and what to watch each week.

You walk away with:

• A custom 13-week cash flow forecast model — yours to keep and update.
• A one-page action summary: the 3–5 specific decisions to make next, in plain language.

This is for you if:

• You're generating real revenue but don't have a forecast.
• You want a plan, not a lecture.
• You're ready to make a decision, not just talk about one.

This isn't for you if:

• You're looking for ongoing bookkeeping or monthly retainer support — that's not what this is.
• You don't have at least 6 months of financial history to work from.
• You can't commit to three 60-minute sessions over two weeks.

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Timeline & Investment

Two weeks, start to finish — a fixed start date and a fixed end date. This is a bounded engagement, not an open-ended retainer.

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$3,000 flat fee, due at kickoff.

Introductory pricing — this rate increases as I take on more clients and build out case studies. Lock in $3,000 while it's available.

No upsell during the Intensive. If it makes sense to keep working together after you have the model in hand, we'll talk about it then — not before.

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Why work with me

I built Steadfast CFO Advisory around one belief: small business owners deserve the same financial clarity that big companies get from a full-time CFO — without the full-time price tag. Over 40 years in [accounting and CFO advisory, now focused on short, high-impact engagements instead of open-ended retainers. I've helped business owners make informed decisions rather than by "gut instincts".

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Frequently Asked Questions

My books are a mess — can we still do this?

Yes. Part of Session 1 is getting your numbers into a usable state. It won't be perfect, but it'll be accurate enough to build a real forecast.

Is this the start of an ongoing engagement?

No. It's a bounded, two-week engagement with a clear deliverable. If it makes sense to keep working together afterward, we'll talk about it then — not before.

What software do I need?

Whatever you already have — QuickBooks, spreadsheets, or even bank statements. No new software required.

What if my situation needs more than three sessions?

Three sessions covers the full scope for most businesses. If yours is more complex, we'll flag that in Session 1 before you're committed to anything further.

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Two spots open this month at the introductory rate.

Book a free 15-minute fit call to see if the Intensive is right for your business — no pressure, no obligation.