plan for the
future, today.

BSP’s Financial Clarity Workshop

For many small business owners, getting a grip on their finances is enough to keep them up at night. Every business owner deserves the level of control that comes with understanding their financial standing. With Blue Sky Partner’s Financial Clarity workshop, we work with business leaders to untangle their finances with an editable, all-encompassing financial overview dashboard.

program schedule

Our Financial Clarify Workshop produces results you can use immediately using an efficient process.

gather

Pre-session homework
  • Pre-session survey, requesting baseline financial data
  • Gather all current financial documentation

review

Session, First Half
  • Initial review of current financial management system
  • Review of revenue sources
  • Review of current expenses

plan

Session, Second Half
  • Review of financial goals
  • Review of company goals
  • Create Annual Budget
  • Build potential financial scenarios

check-in

15, post-session
  • 15 day check-in call
  • 30 day check-in call or meeting

pricing

$4,000 $2,500

Includes:

  • Pre-session survey
  • Session with skilled BSP team member
  • Custom Budget and Scenario Spreadsheet
  • 15 day check-in session or meeting
  • 30 day check-in session or meeting

need more information?
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“After working with BSP, we were able to cut through the clutter and identify where we should be spending our time as individuals and as an organization.”

Zach Fraganape, Co-founder, Servable

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