Entry Advisory · Fixed Fee

Profitability Snapshot

$495+ GST · Fixed fee · No obligation

A CFO-level review of your financials to identify your biggest opportunities to improve margins, pricing and cash flow. Includes a 60-minute strategy session and written action summary — delivered in under a week.

Book a Profitability Snapshot Free Health Check First

Fee fully credited toward a larger engagement commenced within 30 days.

What's Included

Everything in a Profitability Snapshot

A focused, high-value engagement designed to give you immediate financial clarity.

1

Review of Your Financial Reports

We analyse your P&L, balance sheet and cash flow statement to understand your current financial position.

2

Margin, Cost & Cash Flow Observations

A CFO-level read of your numbers — where margin is strong, where it's leaking, and what your cash flow pattern tells us.

3

Top Profit Improvement Opportunities

Identification of your three to five biggest opportunities to improve profitability, with an assessment of effort and impact.

4

60-Minute Strategy Session

A focused video call to walk through the findings, answer your questions and discuss next steps.

5

Written Action Summary

A concise written summary of findings and recommended actions, delivered after the strategy session.

6

Fee Credited Toward a Larger Engagement

The $495 fee is fully credited if you commence a Pricing & Profitability Review or Fractional CFO engagement within 30 days.

Fee Credited Toward Your Next Step

The $495 fee is fully credited toward a Pricing & Profitability Review, Financial Modelling engagement or Fractional CFO retainer commenced within 30 days. The Snapshot is a genuine first step — not a loss leader.

Is This Right For You?

The Profitability Snapshot is Best For

You want expert financial insight before committing to a larger project
Revenue is growing but margins or cash flow aren't keeping up
You're not sure if your pricing is right, but haven't had time to dig in
You've never had a CFO-level perspective on your numbers
You want a clear, independent view of where your business stands
You're preparing for growth and want to understand your financial foundations
Book a Profitability Snapshot

$495 + GST · Fixed fee · Delivered within 5–7 business days

Your Path to Profitability

The Snapshot is the first paid step. Many clients move to deeper engagements from here.

Free Health Check
Free
Profitability Snapshot
$495 + GST
Pricing & Profitability Review
From $3,500
Financial Modelling
From $2,500
Fractional CFO
From $1,500/mo

Frequently Asked Questions

Get Started Today

Ready to Find Your Profit Leaks?

Start with a Profitability Snapshot — a fixed-fee $495 CFO-level review of your financials. Delivered in under a week, with a 60-minute strategy session and written action summary included.

Fee fully credited toward a larger engagement commenced within 30 days.

Book a Profitability Snapshot — $495Free Health Check First

Not ready for a paid engagement? The free health check is a 30-minute call — no commitment.