Profit Pathway
A focused 60-minute session to help you understand your numbers and what they mean for your business.
You’ll walk away with clear priorities and next steps you can act on right away.
Most financial conversations leave you with more reports to stare at. A Profit Pathway session leaves you with a clear picture of what's happening in your business and a confident path forward.
Total Investment: $350
Your high ticket offers are flying off the shelves like hot cakes,
so why doesn’t your checking account reflect that?
→ If that’s you, this session is designed to help you stop guessing and start making decisions with confidence
If you’ve been thinking any of this…
“We’re making money… so why does cash feel tight or unpredictable?”
“I want to hire / raise prices / invest — but I don’t trust the numbers enough.”
“I have reports, but I’m not sure what they mean or what to do next.”
“Revenue is up, but profit isn’t improving the way it should.”
“I’m unsure what I can safely pay myself as the owner.”
This isn’t a “here are your numbers” meeting. It’s a decision-support session.
What you’ll walk away with…
Your top 2-3 priorities (the biggest financial bottlenecks in your business right now)
What’s driving them (the root cause, not just the symptom)
A clear next-step plan (what to do this week / this month / this quarter)
Key metrics to focus on to meet your goals without overwhelm
And after the call, you’ll receive…
Call recording
Your Profit Pathway Brief (analysis + priorities)
Links to tools/resources (templates and/or a private podcast episode when helpful)
Don't let your financial strategy take a back seat for another year.
PROFIT PATHWAY
You don’t need more reports. You need clarity you can act on.
Your Investment: $350
One payment. Immediate access.
✔ Clear financial insights you can actually use
✔ A structured path to understanding your numbers
✔ Practical guidance to help you make smarter decisions
What we can uncover in a Profit Pathway Session
Why cash feels tight even when revenue is strong — and what's actually driving the gap
The invisible drains on your profitability — expenses, pricing gaps, or service lines that aren't pulling their weight
Which work is worth it — what's generating real margin and what's costing you more than it returns
Whether your growth is actually working for you — and what to adjust so scaling doesn't add complexity without reward
What you can confidently pay yourself — based on what your business can genuinely sustain right now
Total Cost: $350
How it works
Step 1: Book
Complete a short intake to help me understand your goals and current challenges.
Step 2: Submit your financial snapshot (required)
You’ll upload a 13-month rolling:
Profit & Loss
Balance Sheet
Cash Flow
Step 3: Schedule your call
Once your documents are received and complete, you will receive a link to book your call.
Step 4: CFO review + analysis
I review your numbers in advance and look for trends, constraints, and red flags.
Step 5: 60-minute Profit Pathway Session
We’ll connect your numbers to your real-world business decisions, identify the hotspots, and prioritize next steps.
Step 6: Post-call deliverables
You’ll receive your recording + Profit Pathway Brief and any helpful tools/resources.
What my clients are saying…
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"I feel empowered, relieved, confident, and encouraged! It's an incredible relief to see everything on paper and understand the percentages or expenses and revenue so I can make informed decisions. There are a lot of moving parts in starting a business and this has given me the understanding of what to aim for and a plan for cash flow so I can create a healthy business!"
-Amber
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"Kristen's organization, expertise and knowledge go unmatched. Her insight and guidance help me see my business finances in a different light; therefore, I'm able to tweak, predict and plan as needed!"
- Carrie
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"As a CEO (even with a financial background) it is stressful making financial decisions in a vacuum. I truly feel like I have a teammate now as I make big financial decisions. Hiring Kristen is an investment in your business, your confidence, and your stress reduction!”
-Corinne
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“I no longer have to worry if I’m making smart investments in my business, whether it’s for marketing or growing my team, because Kristen will review and make sure it falls in line with our budget. She has given me peace of mind. She has also been able to analyze my income and expenses in ways that I would never be able to do myself. Her reporting is amazing. ”
-Loren
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"I avoided my business financials for so long because I dread the numbers. Kristen showed me right away how I needed to switch gears to become more profitable. I wish I would have hired her sooner!”
-Chelsea
You’re the entrepreneur for this if you’re…
→ You run a service-based business
→You’re at $250k+ annual revenue
→You’re making real decisions and want a CFO’s perspective before you move
This is not for you if…
→You’re still working on generating consistent revenue
→You want bookkeeping cleanup done in this session
→You’re looking for tax planning or tax advice
Total Investment: $350
With over 25 years of accounting and finance experience preparing, reviewing, and financial strategy in private equity and corporate finance, I’m here to help you view your business from a financial lens, allowing you to make CONFIDENT decisions as a CEO.
Have additional questions about Profit Pathway…?
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No. This is a paid working session designed to give you clarity and next steps. If you want ongoing support afterward, we can talk about it — only if it’s a fit.
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You’re not alone. My job is not judgment — it’s clarity. We’ll work with what you have and focus on what matters most.
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That’s okay. We can still identify hotspots and determine the right next step (including what needs to be cleaned up first to make decisions confidently).
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Yes, all information and data shared is confidential.
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A 13-month rolling P&L, balance sheet, and cash flow (or a 13-month trial balance export that supports those reports).
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At least 5 business days before the call. Calls are scheduled once documents are received.
You don’t need more reports. You need clarity you can act on,
Your accountant sees your numbers once a year at tax time. They don't know your business the way you do, and they're not built to guide the decisions you're making every quarter, every month, every week.
As a CEO, you deserve a financial partner who helps you connect the numbers to the real decisions: who to hire, when to invest, what to cut, and how to pay yourself well.
The Profit Pathway is one focused session to give you exactly that — clarity, priorities, and a plan that's grounded in where you are right now and where you're headed.
That’s exactly why Profit Pathway was created.
For a one-time investment of $350, you can start building that clarity today
What this session is (and what it isn’t)
This is:
A working session with a seasoned CFO lens
Clear priorities and next steps
Calm, confidential guidance you can act on immediately
This is not:
Bookkeeping cleanup
Tax planning or tax preparation
A full forecast build or long-term financial model
An ongoing advisory engagement (unless we both decide it’s a fit)