You're Generating Revenue. Are You Actually Profitable?
Stop making financial decisions on gut feel. Learn to understand the metrics that actually drive profit without CFO-level overhead.
That anxiety when making big decisions comes from uncertainty. Monthly financial education gives you the clarity and confidence to finally breathe easier.
You Don't Need a CFO (Yet). You Need to Understand Your Numbers.
We know that feeling, lying awake wondering if you're actually profitable, if you can afford that new hire, or why cash feels tight despite "good revenue."
Most founders think: "We need a CFO." But before you're scaling with investor capital or navigating M&A, what you actually need is different: someone who can teach you to understand your own numbers.
The Gap You're Experiencing:
Revenue looks good but cash feels tight. You get monthly reports but don't know what they mean. You're making big decisions—pricing, hiring, marketing spend—on gut feel instead of data.
"I was generating $3M in revenue but had no idea if we were profitable. Our customer acquisition cost was eating all our margins."
If you can't confidently explain the difference between gross profit and net profit, you're making decisions blindly. You deserve peace of mind.
How Financial Strategist Works
This isn't consulting where someone tells you what they see. This is education where you learn to understand your own numbers—so the confidence stays with you.
Monthly Partnership Includes:
Results Review
Actual performance vs forecast
Metric Education
What CAC, LTV, and margins mean for YOUR business
Forecasting
Where you're headed based on current trajectory
Scenario Planning
Financial impact of different decisions
Decision Support
Can we afford this hire/investment?
Available When You Need Us
Email access between sessions for questions as they come up.
Financial Literacy That Drives Profitable Growth
Core Financial Metrics You'll Master:
• Understanding Real Profitability Beyond revenue—what profit actually means and where it's coming from. Gross vs net profit. Why you can have "good revenue" and still feel broke.
• Customer Acquisition Cost (CAC) & Lifetime Value (LTV) What it costs to get customers and what they're worth over time. The LTV:CAC ratio that determines if your business model works. When to invest in acquisition vs retention.
• Margin Management Understanding your actual margins. Where profit leaks. How to price based on true costs—not competitor pricing.
• Cash Flow vs Profit Why you can be "profitable" on paper but broke in reality. Timing differences that create cash crunches. How to forecast cash needs.
• Forecasting & Scenario Planning Building realistic forecasts. Best case, worst case, likely case planning. Making next month's decisions with confidence—not just looking at last month's numbers.
Is This Right for You?
You're not working with a solo consultant who disappears when life happens. Indigo's team infrastructure means someone is always available—no gaps, no delays, no excuses when you need answers. Your financial strategist has backup. Your questions get answered same or next business day. And everything you share stays confidential, protected by strict boundaries and zero tolerance for shortcuts.
This is for you if:
✓ You're thinking "we need a CFO" but not ready for $150K+ salary and equity
✓ You need forecasting and decision support, not just historical reports
✓ You're generating revenue but unclear on actual profitability
✓ You want to learn, not stay dependent on expensive experts forever
✓ You're making big decisions on gut feel and it keeps you up at night
✓ You're committed to monthly partnership to build real financial literacy
This is NOT for you if:
✗ You're ready for full-time CFO (complex investor modeling, M&A strategy)
✗ You want someone to just handle it (this is education, not delegation)
✗ You won't do the work (requires prep and implementation)
✗ You're looking for quick fixes (literacy builds over months)
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CFO-Level Insight Without CFO-Level Overhead
Strategic financial education and forecasting at a fraction of a CFO salary—with flexibility to scale or graduate as your needs evolve.
What You Get:
• Monthly sessions with experienced financial strategists
• Customized education for your business model
• Between-session email support
• Financial literacy that lasts forever
• Decision-making confidence based on data
• Peace of mind about your numbers
Compare
$250K
$15K
Most Powerful When Combined With Bookkeeping
Financial Strategist works standalone, but it's most effective combined with Indigo's monthly bookkeeping—clean data plus education equals maximum clarity.
Why it works: Can't learn from financials if underlying books are messy. Same team handling books and education means no disconnects. Your strategist uses YOUR real numbers to teach—not theoretical examples.
FAQ
CFOs tell you what they see. Financial Strategist teaches YOU to see it yourself. You build literacy that lasts forever, not dependence on someone else. Plus you avoid $150K+ salary, equity, and full-time commitment.
Yes. If your books aren't clean, start with our Financial Cleanup or Bookkeeping service first.
Most clients: 12-18 months. Minimum commitment: 3-6 months to see real impact.
Perfect—that's exactly who this is for. We start where you are. No judgment. No stupid questions.
Yes. Sessions conducted online. Financial literacy principles are universal.
Great! This complements your accountant. They focus on tax compliance. Financial Strategy focuses on ongoing literacy and decision-making.
Ready to understand your numbers?
That anxiety when making financial decisions doesn't have to be there.
Stop guessing. Start knowing where you stand, what your numbers mean, and how to make confident decisions that drive profitable growth.
Related Services
Start With Cleanup
If your books aren't current, start with Financial Cleanup first.
Add Bookkeeping
Combine with monthly Bookkeeping for a complete solution.