Understand one project.
Know where a project stands, with a cost review and a 30-day action plan.
From $1,500 per assessmentView the assessment scope
INDEPENDENT FINANCE & OPERATIONS CONSULTING
Before you commit,
run the numbers.
Financial clarity for creative and project-based businesses. Plan cash, understand project costs, and keep the work moving.
Who I work with
Studios, agencies, event teams, consultants and other businesses delivering client projects.
Experience in contractor spending forecasts, vendor onboarding, and contract-to-payment workflows.
WAYS TO WORK TOGETHER
Choose your next step.
Plan beyond this month.
Plan cash, track payments, and improve one workflow at a time.
From $1,750 per monthSix-month initial commitment. Onboarding from $750. Reconciled books required; bookkeeping is separate.Explore Growth support
Organize the essentials.
Scoped bookkeeping, monthly reports, and a clear routine.
From $800 per monthOnboarding is $800 or one month’s recurring fee, whichever is higher.See Foundation and its limits
A WORKED EXAMPLE
A strong finish can hide a cash shortfall.
A fictional agency expects to finish 13 weeks with $28,000. Moving one $12,000 customer receipt from week 5 to week 10 leaves it unable to fund all its planned payments in week 9.
Fictional demonstration with invented figures. A sample of the approach, not a client result.
Read the forecast and its assumptions13-WEEK CASH FORECAST
Fictional example$28,000Cash at week 13 in both scenarios
$2,000Shortfall at week 9 if the receipt is delayed
The decision before week 5
Confirm the collection date and agree on a funded contingency before approving more discretionary commitments.
Keeping the example’s $5,000 reserve would require $7,000 of extra available cash or an equivalent agreed timing improvement at the low point.
See how Growth supports cash planningHow working together works
01
Discuss the decision.
Tell Jacob what is getting stuck, what records you have, and when you need an answer.
02
Agree on the work.
Review a written scope, deliverables, fees, timing, and secure information-sharing process before starting. You can keep your accountant. We agree on who does what and how records are shared.
03
Put the findings to work.
Review the analysis together, agree on next actions, and keep approval over your business decisions and payments.
EXPLORE BEFORE WE TALK
Take your next project from estimate to plan.
Check the price, time and cash your next job needs. Pick a free tool or download the kit to use on your own.
Free to use. Keep your downloaded copy. Downloading does not start a subscription.
Tell me what you’re working toward.
Tell me what you’re planning and where you need clarity. I’ll review your inquiry and follow up. If it’s a fit, you’ll receive a written scope and price before starting. Sending this form does not book a meeting.
Please keep confidential financial or client information out of your initial inquiry.