Your place in the Follow The Cash™ journey.
Start where it hurts most. You don't need to jump into the deepest end first.
You might need a quick reality check to see where the problem lives. You might need a simple tool to help you look ahead. You might need a human pair of eyes on the bigger picture. Or you might be ready for ongoing support as the business grows.
Every offer maps to a part of the Follow The Cash™ method — so you always know where you are in the journey.
The Profitable-But-Broke Reality Check
Maps to: Part 1 — Stop Hiding
A free 3-minute reality check that tells you exactly where you sit on the Profitable-But-Broke spectrum — and which part of Follow The Cash™ you need most right now.
- See your score across all four parts of the method
- Get a personalised diagnosis of where your biggest money gap lives
- Receive a recommended next step — no sales call required
forecastly
Maps to: Part 3 — Take Control
For small business owners who want cashflow clarity without the spreadsheet panic. forecastly is my guided forecasting tool, built by ProfitMIND around the Follow The Cash™ method — to help you see your next 12 months in plain English.
- Build a simple, rolling 12-month cashflow forecast
- Track actuals and start a calmer monthly money rhythm
- Use plain-English AI-powered insights to understand what's going on
- Set goals and track progress to achieve your business dreams
- Perfect if you want clarity without private 1:1 mentoring yet
Money Flow Strategy Session
Maps to: Part 2 — Start Knowing
A focused 90-minute session for the business owner who wants to understand what's working, what's leaking and what decision needs to come next.
- 90-minute 1:1 online video session
- Simple intake snapshot before we meet
- Revenue, offers, expenses, personal pay and decision clarity
- 30/60/90-day action plan
- Complimentary 30-minute check-in after 60 days
- Discount code for forecastly software — your 'Take Control' tool
Profit & Cashflow Advisory Programme
Maps to: Part 4 — Own Your Future
Private ongoing support for business owners who want someone calm, practical and commercially-minded beside them — a strategic second brain — while they make bigger profit, cashflow and growth decisions.
- 3, 6 or 12-month partnership
- Regular strategy calls and decision support
- Profit, pay, cashflow and offer clarity
- Access to forecastly software included for the duration of the partnership
- Best for established businesses with real momentum and heavier decisions
Bonus
Every Advisory Programme client receives free access to forecastly — my cashflow forecasting software — for the duration of the partnership. Your 'Take Control' tool, included.
Which kind of support
fits right now?
One focused session
Money Flow Strategy Session
Best when you need one focused session, a clearer picture and a practical next step. Ideal if you have one pressing decision, want a diagnostic look at the numbers, or aren't ready for ongoing support yet.
Think of this as your Part 2 'Start Knowing' deep dive — learn what your numbers actually say.
Book the Money Flow SessionOngoing partnership
Profit & Cashflow Advisory
Best when the business has outgrown one-off clarity and you want ongoing support across profit, cashflow, pay, offers, hiring, investment and the bigger direction of the business.
This is Part 4 of the method — Own Your Future — with a strategic partner by your side.
Apply for AdvisoryMany business owners begin with the Strategy Session and move into the Advisory Programme later when they realise they don't just want one-off sessions here and there — they want someone by their side, walking the territory with them.
Not sure which fits?
Book a free 20-minute chat and we'll figure it out together. No pressure. No pitch. Just a calm conversation about where you are in the Follow The Cash™ journey and what would actually serve you.
Book your free chat