Profit & Growth Diagnostic
Your business is bringing in revenue. But you don’t have clear answers on what’s actually profitable.
You’re making sales and doing the work yet you can’t easily see:
which offers are worth your time
whether your pricing supports your goals
if your current model can grow without adding more hours
The Profit & Growth Diagnostic gives you an offer-by-offer profitability review, a pricing sustainability check, and a clear plan for what to change first.
In 3 weeks, you’ll know exactly what to keep, adjust, or stop based on real numbers.
This is for you if:
Best fit if your bookkeeping is current and you can pull a recent Profit & Loss.
✓ You're bringing in revenue but don't actually know which offers are profitable
✓ You’re unsure what you need to charge to meet your goals.
✓ You have multiple offers but don't know which ones deserve your time and focus
✓ You're working at capacity but feel like you're leaving money on the table
✓ You want to grow but don't know if your current business model can support your goals
You don’t need more generic advice. You need clear answers based on your numbers.
Here's how it works:
A 3-week process that identifies which offers are profitable, where you're leaving money on the table, and what needs to change so you can build a sustainable, profitable business.
Step 1: Intake
First, you'll book your kickoff call. After booking, you'll receive a detailed intake questionnaire covering your offers, pricing, time investment, and revenue goals. Before we meet, I'll review your responses so I can ask targeted questions during our kickoff call to ensure I fully understand your business and what you're trying to achieve.
Step 2: Analysis (I do this part)
I analyze your business across four key areas:
Offer-by-offer profitability — Which offers are worth your time and which are just keeping you busy?
Pricing sustainability — Is your pricing structured to support your goals without burning you out?
Revenue model & capacity — Can your current offer mix actually hit your revenue targets? Are you maxed out or leaving money on the table?
Operating expenses — Where are costs eating into your profit?
Step 3: Your Diagnostic Report
You receive a Profit Decision Brief with:
Clear findings on which offers are profitable and which aren't
Specific pricing and offer recommendations
Answer to: "Can my current business model hit my goals?"
Prioritized action steps for what to change first
Templates that are yours to keep to continue monitoring your progress.
Step 4: Planning Session
One 60-minute call to walk through your findings, answer questions, and create your implementation plan.
You'll know exactly what to do next.
Why work with me?
I’m a CPA and former corporate auditor with 20+ years in accounting and audit. I’m trained to spot what’s driving results and what’s draining profit.
I specialize in helping women entrepreneurs understand their numbers so they can make confident decisions about pricing, offers, and growth - without the hustle or guesswork.
My approach:
Concrete financial analysis (not mindset work or vague advice)
Anti-hustle, sustainable growth philosophy
Clear, judgment-free guidance based on real data
No jargon. No complexity. No pressure. Just clarity about what your numbers are actually telling you.
Your Investment: $597 Beta pricing - Regular price $1,297
Timeline: 3 weeks from kickoff call to final planning session.
What's included:
Detailed intake and kickoff call
Full revenue and profit analysis across 4 key areas
Written report with findings and prioritized recommendations
60-minute planning session to review results and create your action plan
Ready to see what needs to change?
If you're ready to stop guessing and start making strategic decisions based on your numbers, this diagnostic will show you exactly what needs to change to have a sustainable, profitable business.
I take a limited number of clients each month to ensure thoughtful, personalized analysis.