THE ESSENTIALS
CORE AUDIT
The Ritual of Building Right
Before the next big move, take a breath.
This isn't about starting over, it's about starting right.
In a focused, founder-first session, we’ll assess your current business landscape,
identify what's working, and uncover what needs refinement.
Because in order to move forward, we need to know first where you stand.
Are you looking for a clear and detailed understanding of your finances?
What are your big goals for the next 12-24 months?
What’s your plan to get there?
Who is your target audience and what do they value?
What are your offers and how are they being delivered?
Who’s your competition, and what makes you different?
What does success really look like for you?
Are you leading from intention or reaction?
Most founders wait too long to answer these questions.
They build products before they build alignment.
They skip the essentials.
Enter: The Essentials Core Audit
We give you the foundational tools and frameworks to shape a business that works for you — not for the algorithm, the investor, or the burnout cycle.
We root it in the Feminine Business Principles:
Contribution as impact.
Collaboration as a growth model.
Sustainability as a way of life.
Balance as a business strategy.
This is where we build from.
Business design for you — the founder, the most important shareholder.
The Essentials Core Audit is a deep dive intensive for any-stage founders who need real answers fast.
Perfect for tight budgets, upcoming big decisions, and focused breakthroughs, this workshop hones in on the areas of your business that need clarity, structure, or a reset.
In the most efficient way, we go deep on what matters most, whether it’s pricing, packaging, your financial model, or something else entirely.
You bring the questions. We bring the tools.
SNAPSHOT
What you walk away with:
Clear decisions around your top priorities
Tools you can use and implement right away
A personalized handbook to guide next steps
And a renewed sense of confidence in what you’re building
Understand their finances to make better money decisions
Expand their team through key hires and smart delegating
Restructure their service offerings to streamline and sell more
Organize their operations to run a well-oiled machine
Define their audience and rewrite their message to speak directly to them
Realign their relationship to their business as CEO
Feel their way through their business.
Best for founders ready to:
IS THIS YOU?
You’re a creative founder, a visionary, motivated by mission first, profit second, and not a spreadsheet boss / number cruncher.
You started your business from passion, not profit margins.
Your brand has momentum, your ideas are magnetic, and money is coming in… but the backend?
That’s a little blurrier.
Maybe you’re not tracking the numbers as closely as you’d like.
Maybe you’re sensing there’s revenue being left on the table, or systems slowing your growth.
You’re not looking for a crash course in finance
but
you want clarity, strategy, and support that respects your creative flow.
The Essentials Core Audit is built for founders like you:
decisive, intuitive, and ready to get clear on what’s working and what’s not.
You’ve got the vision. Now it’s time to make sure the business backs it up.
THE AUDIT
A targeted business strategy intensive, tailored to what matters most right now.
Includes:
A custom deep-dive focused on your top business priorities
A deep-dive session (virtual or in person) with strategic support*
One week of pre-audit research, investigation, projections + prep*
Untangling your finances!
A personalized follow-up handbook with your audit report & next-step business plan
Custom tools and spreadsheets
Professional, clear P&L statements
*For bigger projects there may be multiple sessions
*For businesses that have been around for more than 4 years, the prep stage may be 2 weeks
Available in a 1:1 format for founders or small teams.
CORE AUDIT AREAS
Brand Ethos & Communication
Product Pricing
Financial Analysis of current operations
Financial Systems and Processes Design and Implementation
Financial Model and Projections
Tools for tracking and analyzing
Scaling opportunities and strategies
Key Collaborations & Partnerships
Team Structure, Hiring, and Management
Website & Social Media Channels
OPTIONAL ADD-ONS
Financial modeling
Communications strategy
Offer refinement
LOGISTICS
LOGISTICS
Length: 1-4 weeks, with worksessions
Planning Window: 2-weeks, based on availability
Fees: Based on number of years in business, complexity of your operations, how much structure you already have in place, and how many areas you want to address
Logistics: The audit is done remotely, with the option for in-person meetings based on your location.
Book a consultation call to tell us more about the project.
From there we’ll custom-build your agenda and deliver a personalized proposal.
Clarity isn’t a luxury — it’s essential.
TESTIMONIAL
Diego Winburn
What was the problem you were trying to solve?
I was looking for a clear and detailed understanding of my finances — how much I was earning, how much I was spending, and whether I was allocating my money effectively. I needed a full audit to ensure that my expenses, payroll, and overall financial structure made sense based on my income and growth. Having complete clarity and confidence in my financial picture was very important to me.
How did our work together empower you in your business? In what way did it have a positive impact?
Working together gave me tremendous peace of mind. Even though I had systems in place, as a freelance artist, it was hard to truly understand my financial growth and where I stood. Through her expertise, I now have professional, clear P&L statements that give me a full, accurate picture of my business. Having that level of clarity showed me exactly where I have opportunities to grow and how I should be allocating my income moving forward. It’s given me a real strategy for future growth and financial success — something that’s priceless for any business owner.
How would you describe what I do, in your own words?
She’s an absolute wizard when it comes to organizing and analyzing finances. She’s passionate about helping entrepreneurs achieve financial success by creating incredibly clear, easy-to-follow systems. She empowers business owners to fully understand their income, expenses, and growth opportunities, and gives them the tools and strategies they need to plan for future success and exponential growth.
Beyond her expertise, she’s also an incredible human being — warm, caring, and truly present every step of the way. She creates an atmosphere of trust where you feel completely supported and understood. Working with her is not only transformational for your business but also an amazing personal experience.
How did our work together solve your problems?
She conducted an incredibly thorough audit of my business finances, reviewing all income and expenses over the past five years. She not only helped me see exactly where my money was coming from and going to but also provided a clear view of my financial growth and areas that needed improvement. Her deep analysis and insights gave me the clarity and peace of mind I was looking for. I would highly recommend her to anyone who wants a truly professional and detailed understanding of their financial situation.
Who would you recommend this service to?
I would absolutely recommend this service to anyone — freelancers, small business owners, entrepreneurs — but especially to artists and creative professionals. So many artists have blind spots when it comes to their finances, and having a clear, professional view of your business is truly empowering. It changes everything. Understanding your numbers not only helps you grow but also transforms you into a stronger, more confident business owner. I genuinely believe every artist and entrepreneur should invest in this kind of support.
