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?
ready to get started?
“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
forecast
Forecast is our monthly newsletter documenting what it looks and feels like to lead, learn, and scale. We share thoughts, interesting links, and events we think you should know about.