Our Services

 

To make the most of our skills and experience, we’ve outlined our most in demand services below. If you need something more tailored, we’re always happy to create a bespoke solution

 

The Data Health Check

 

A fast, fixed price audit of your numbers so you finally know where you stand.

 

If you’ve got spreadsheets everywhere, don’t fully trust your numbers, or feel unsure what to look at, this is the place to start.

 

Who it’s for

Owners who say things like:

•“I don’t really trust my numbers.”

•“I’ve got spreadsheets everywhere.”

•“I don’t know what to look at.”

 

You get:

•A 1 page clarity report (what’s working, what’s risky, what to fix)

•A cleaned, more reliable version of your key spreadsheet

•A short walkthrough in plain English

•Clear next steps tailored to your business

 

Perfect for: Business owners who want quick clarity without a big project.

 

Profit Clarity Toolkit

 

Find out what’s really making you money—and what isn’t. If you’re busy but not seeing the profit you expect, this toolkit shows you which products or services drive profit, which drag you down, and how to price with confidence.

 

Who it’s for

Owners who say:

•“I don’t know which products/services are really profitable.”

•“I’m not sure if my prices are right.”

•“We’re busy, but I don’t see the money.”

 

You get:

•A simple profit model for your products/services

•A pricing calculator you can adjust yourself

•A mini dashboard showing your strongest and weakest offers

•A clear set of recommendations for the next 3 months

•A 45 minute insights session to walk through everything

 

Perfect for: Owners who want to stop guessing and start making confident pricing and product decisions.

 

Business Dashboard Build

 

Your whole business on one simple, visual page.

Instead of hunting through spreadsheets and reports, you get a clear dashboard that shows how your business is performing at a glance.

 

Who it’s for

Owners who say:

•“I want everything in one place.”

•“I don’t know what to look at each month.”

•“I want a simple view of how we’re doing.”

 

You get:

•A custom dashboard (Excel or Google Sheets)

•Your key numbers in one place (revenue, profit, customers, etc.)

•Simple charts and traffic light indicators

•A short guide on how to update and use it

•30 days of support for tweaks and questions

 

Perfect for: Owners who want a simple control panel for their business.

 

Monthly Insights Partner

 

Ongoing clarity and support—without hiring a full time analyst.

Each month, your numbers are updated, reviewed, and translated into a simple summary so you always know how your business is performing and what to focus on next.

 

Who it’s for

Owners who say:

•“I don’t want to do this every month myself.”

•“I want someone to keep an eye on things.”

•“I want regular check ins and guidance.”

 

You get:

•An updated dashboard each month

•A 1–2 page monthly insights summary

•Clear recommended actions for the month ahead

•Optional check in call (depending on package)

 

Perfect for: Owners who want regular clarity and a trusted “data person” on their side.

 

Business Plan Setting & Monitoring

 

Turn your business plan into a living, trackable system—not a document that gathers dust. Together, we’ll turn your goals into clear numbers, build a simple plan around them, and set up a way to monitor progress month by month.

 

Who it’s for

Owners who say:

•“I know where I want the business to go, but struggle to turn that vision into a clear, actionable plan that I can actually follow.”

•“I am tired of reacting week to week and want a structured, measurable plan that keeps me focused, accountable, and moving forward.”

•“I am ready to grow but need a simple, reliable system to set priorities, track progress, and stay in control of the numbers.”

 

You get:

•A structured, plain English business plan (not just a template)

•Clear, measurable targets for revenue, profit, and key drivers

•A simple tracking dashboard to monitor progress

•A monthly or quarterly review framework

•Optional ongoing support to keep you on track

 

Perfect for: Owners who want a real, usable business plan they can actually follow and measure.