What If

What it is, and what it could be.

You’re ready to make a move. You just want to know it’s in the right direction. Hire someone full-time, get the office, add a partner, raise your rates? Let’s explore the maybes and figure out which feels best.

Or your data is scattered across QuickBooks, a time tracker, project software, and the spreadsheets you built to fill the gaps. You don’t need 85 million reports. You need an assist picking the right numbers to make the right decisions, and the quickest place to find them.

Or you just want to play the what-if game with someone who loves it. Best case, worst case, middle case. What if we bump rates 5%? What if January is slow again? What if we bring on someone part-time instead?

How it works

  • Name 2-3 of your future scenarios.

  • I get cozy with your spreadsheets: QuickBooks, time tracking, whatever you’ve got. I build a model around your actual numbers, with my assumptions spelled out so you can poke holes in them.

  • We spend 90 to 120 minutes playing with it together: rosy version, un-rosy version, and everything in between.

  • You leave with a working Excel file you can keep messing with after we’re done, a short written summary, and a list of what to do first.

What I need from you (5 business days before)

  • Accountant access to QuickBooks Online, time tracker, whatever other software you currently pull data from

  • Your favorite info spreadsheets

  • Your what-ifs, in plain words. Ballpark numbers are fine

What this isn’t: tax advice, payroll or retirement setup, or cleaning up books that aren’t reconciled yet. If your books are a mess, start with a Pulse Check.

Cost:  $1,200

One-time: Includes 30 days of follow-up email support

Quarterly: Includes email support between sessions (3 months)

What If?