WHY I CREATED THE FINANCIAL

 READINESS REVIEW

 Tech moves fast — sometimes

faster than the money.

When I worked inside a large

 tech firm, I saw brilliant

 founders building incredible

 things...while flying blind

 financially.

Not because they weren’t

 smart.

Not because they didn’t care.

But because in tech, creation and delivery always come

first — and the numbers get pushed to “later.”

The problem?

Later often becomes crisis mode.

I’ve watched too many companies miss early warning signs

 simply because no one was translating what their numbers

 were trying to say.

That’s why I created the Financial Readiness Review.

Tech firms don’t just need clean books —

they need financial strategy.

Someone who can step in early, decode the numbers,

and point to the next move with clarity and

confidence.

I’m not just a bookkeeper.

I’m a financial strategist who helps tech founders understand

 their numbers so they can make smarter, stronger money

 decisions.

THE MOMENT OWNERS SEE THE

 TRUTH BEHIND THEIR CASH

 FLOW... EVERYTHING CHANGES

Here’s what clarity actually looks like:

✔ A/R that stops leaking cash

Imagine getting more cash

in the door faster!

✔ The end of isolation that

leaves you shouldering

the weight of “quiet cash

flow issues”

Finally, you can have someone to strategize with

instead of trying to figure it out, all by yourself.

✔ Clarity turns chaos into strategy

You use technology to bring power to your users and

now you’ll be able to bring strategy to your company

without guessing.

✔ Clean numbers reveal hidden profit

Looking for that pot of gold at the end of the

rainbow? It might be closer than you think!

You just have to know where to look.

HERE’S EXACTLY WHAT

YOU’LL WALK AWAY WITH

When you understand what your numbers are actually

saying, everything becomes simpler.

Here’s what you gain from your Financial Readiness Review:

✔ End the financial guessing

No more adding and subtracting in your head.

You’ll finally see what’s really happening with

your cash.

✔ Clarity about where your money is getting stuck

Your Financial Readiness Review will give you real

 insight into the root cause of tight cash flow.

✔ Better decision-making (grounded in data, not doubt)

Your Financial Readiness Review brings strategy to key

decisions like hiring, pricing, spending,and saving.

✔ Early detection before problems become crisis mode

Your Financial Readiness Review will detect “chinks” in

 your business armor BEFORE they turn into crisis.

✔ Confidence and direction for your next move

Walk away knowing exactly what needs your

attention and where to focus next.

✔ A diagnosis and a plan—not false promises

Your Financial Readiness Review isn’t a cash flow fix or

an A/R magic wand. It’s clarity, insight, and direction so

you can make smarter financial moves.

REAL RESULTS FROM

REAL BUSINESS OWNERS

 CLF Advisory has been instrumental

 in helping us stabilize and plan our

 finances. The weekly cash flow and

 A/R reports allow us to make

 decisions with ease and confidence.

CLF Advisory has completely

 transformed how we view our

business finances. They don’t just

 keep our books but help us

 connect the numbers to what’s actually happening in real

time within our business.

WHAT YOU GET INSIDE THE

FINANCIAL READINESS REVIEW

This is a focused 20-minute diagnostic designed

to give you clarity—not overwhelm.

Here’s exactly what’s included:

✔ Bookkeeping Health Snapshot

A high-level look at whether your books are

accurate enough for real decision-making.

✔ Cash Flow & Profit Snapshot

See where cash is coming from, where it’s getting stuck,

and whether your profit supports your goals.

✔ Your Top 3 Financial Issues Identified

The three biggest issues impacting your cash

flow and clarity—clearly explained.

✔ A Personalized Path Forward

Your next financial steps, prioritized so

you know exactly where to focus first.

✔ Secure Upload Portal (No Prep Required)

A private Financial Cents folder to securely upload your documents.

✔ 20 Minutes With a Financial Strategist

A focused review of your numbers with room

for your questions and guidance.

LIMITED OPENINGS EACH MONTH

 — THIS IS A 1:1 DIAGNOSTIC, NOT A

 GROUP CALL

I accept only 5 Financial Readiness Reviews per month.

This isn’t a quick consult or a generic discovery call.

My team and I review your numbers in detail before we

meet to learn the secrets your money is trying to tell you.

If you know you want clarity before things get tight—or

tighter—now is the time to reserve your spot.

HERE’S WHAT YOU GET WHEN YOU

 BOOK YOUR FINANCIAL READINESS

 REVIEW:

✔ A bookkeeping health snapshot

✔ A cash flow & profit clarity snapshot

✔ Your top 3 financial issues identified

✔ A personalized path forward

✔ Secure upload portal (no prep required)

✔ A focused 20-minute review with a financial strategist

If cash feels tight, this is the perfect time to get clarity

before anything escalates. Your numbers are already telling

a story. It’s time to understand what they’re saying.

Stop waiting for the “right time.”

Clarity today prevents chaos tomorrow.