FigureWise

Business advisory.

Work through pricing, hiring and growth with someone who knows your numbers.

Overview

FigureWise advisory provides regular time with someone who knows your financials. Monthly or quarterly sessions focus on the decisions in front of you, with a prepared agenda and documented next steps.

How it works

  1. 01

    Set the priorities

    We review where the business stands, your goals and the financial measures that will guide the work.

  2. 02

    Prepare the agenda

    Your advisor reviews the financial briefing and identifies the changes and decisions to discuss.

  3. 03

    Work through the decision

    Monthly or quarterly sessions use your current financials to assess options and agree on next steps.

  4. 04

    Follow through

    We record decisions, actions and due dates, then review progress at the next session.

Who it's for

  • Owners who want an informed second opinion on significant decisions
  • Businesses reviewing prices, costs or stalled profitability
  • Owners managing a new stage of growth
  • Companies that want regular financial conversations throughout the year

Pricing

The Growth plan includes a quarterly one-hour strategy call. Strategy includes a monthly one-hour strategy call. Additional advisory work and standalone projects are scoped and quoted after a free initial conversation.

See pricing

Common questions.

Better decisions start here.

Start with a free review of your books. We will look at where things stand, what needs attention, and how we can help.

Book a free books review