How This Works
We start by building a financial foundation for your business. This includes setting up your dashboard, organizing your numbers, and creating a structure we can actually operate from. Once that is in place, we move into ongoing advisory where we track performance, guide decisions, and build forward. If you are not sure where to start, we will walk through your business and recommend the right setup.

DJB Financial Advisory
Ongoing financial clarity and decision support so you can operate with confidence.

Performance Tracking
Understand your numbers
• Monthly dashboard and KPI tracking
• One monthly call to review performance
• Clear view of where you stand and what needs attention
Best for owners who need visibility and structure

Decision Support
Make smarter decisions
• Everything in Performance Tracking
• One to two calls per month
• Scenario guidance on pricing, hiring, growth, etc
Best for owners actively making decisions

Strategic Partner
Operate with a financial partner
• Everything in Decision Support
• Weekly or biweekly calls
• Ongoing strategy and planning support
Best for owners who want consistent financial guidance

The DJB Clarity Kit Includes:

• 13-Week Cash Flow Tracker
• Pricing Optimization Model
• Break-Even Model
• Revenue & Expense Model
• Business Health Scorecard

The DJB Clarity Kit is a comprehensive financial system designed to help business owners understand their numbers, forecast their cash position, and make better decisions with confidence.

Each model in the toolkit is built using driver-based logic, meaning it adapts to how your specific business operates—rather than forcing you into a one-size-fits-all template.

Whether you run a service-based business, product-based company, or something in between, the models are structured to handle a wide range of business types and can be easily tailored to reflect your unique revenue streams, cost structure, and operating patterns.

A 60 minute strategy session designed to help business owners gain clarity on their financial position.

During this session we will:
• Review your current revenue and cost structure
• Identify profit leaks and major cost drivers
• Discuss key operational decisions impacting profitability
• Outline actionable next steps to improve financial performance
• Build a simple financial framework tailored to your business

As part of the session you will also receive the DJB Financial Clarity Toolkit, which includes practical financial templates you can immediately begin using in your business.

The toolkit includes:

• 13-week cash flow tracker to forecast inflows, outflows, and projected cash position
• Pricing optimization model to evaluate pricing strategy and improve margins
• Break-even model to determine the revenue required to cover all costs
• Revenue and expense model to understand key drivers of business performance
• Business health scorecard to assess profitability, liquidity, growth, and overall financial health

You will leave the session with a clearer understanding of where your business stands financially, practical tools to monitor performance, and actionable steps that can improve profitability.

A deeper financial review and dashboard build designed to help business owners clearly understand how their business is performing.

During this package we will:
• Review your revenue streams and cost structure in more detail
• Organize expenses into clear financial categories
• Identify the key drivers of profitability in your business
• Build a custom financial dashboard tailored to your operations
• Establish a simple system for tracking financial performance over time

You will receive a customized dashboard model that includes tools for monitoring revenue, expenses, profitability, and key performance indicators relevant to your business.

The dashboard is delivered as an editable Excel or Google Sheets file so you can continue updating and using it as your business grows.

By the end of this process you will have a clear view of how your business is performing financially and a practical system for tracking progress and making more informed decisions.

A customized financial modeling engagement designed to help business owners understand how operational decisions impact profitability and future growth.

During this process we will:
• Review your business operations, revenue structure, and cost drivers in depth
• Identify the key variables that influence profitability in your business
• Build a financial model tailored to your specific operations
• Develop forecasting and budgeting tools to help plan future performance
• Evaluate potential scenarios such as hiring, expansion, pricing changes, or cost shifts

You will receive a customized financial model built in Excel or Google Sheets that allows you to simulate different business scenarios and better understand the financial impact of key decisions.

Depending on the needs of your business, the model may include revenue and cost driver analysis, forecasting and budgeting tools, profitability projections, and scenario planning.

By the end of this process you will have a powerful financial tool that helps you evaluate decisions before making them and plan for future growth with greater confidence.