Strategy Session
A focused 90-minute working session on the single financial question keeping you up at night.
Bring one decision — pricing, hiring, borrowing, cutting — and leave with a clear, written next step.
Built for owners who…
Owners facing one pressing financial decision and wanting a second set of eyes
Founders who have never sat down with a finance professional and want to start small
Operators who want to test whether outside advisory is worth it before committing to a larger engagement
Teams that need a neutral view before a partner or board conversation
What we do together
- Short pre-session questionnaire so the time is spent on your numbers, not background
- 90-minute live video session with a KFMB advisor
- Review of up to three documents you share in advance (P&L, cash report, quote, loan offer)
- Plain-English walk-through of the options and trade-offs
- Written summary with a ranked action list sent after the session
What you receive
- Written session summary (2–3 pages)
- Ranked list of next actions with owners and dates
- Short list of questions to put to your banker, accountant or partner
- Recommendation on whether further support is needed — or not
How it works
Book and pay
Complete checkout and you will receive the intake questionnaire by email.
Share context
Answer the questionnaire and upload up to three documents.
Work session
Meet for 90 minutes by video and work through the decision together.
Summary
Receive your written summary and action list within three business days.
Common questions
What kind of questions fit a Strategy Session?
Anything with a financial consequence: whether to raise prices, take on a loan, hire, open a location, drop a product line, or change how you pay yourself.
Is this tax or legal advice?
No. We focus on financial decision-making and cash. Where tax or legal input is needed we will tell you so you can take the question to the right licensed professional.
What happens after the session?
You leave with a written plan you can act on yourself. If further help makes sense, the summary will say which service fits — there is no obligation.
What if I don't have clean numbers?
That is common. Bring what you have; part of the session is working out which numbers you can trust.
How do I pay?
Payments are processed securely by Stripe. This is a single one-time payment.
What is your refund policy?
Please read our Refund & Returns Policy before purchasing.
Strategy Session — $97
Bring one decision — pricing, hiring, borrowing, cutting — and leave with a clear, written next step.
KFMB Consulting provides financial advisory, management and bookkeeping support. We are not a CPA firm, we do not perform audits or issue audit opinions, and nothing on this page is tax, legal or investment advice. Outcomes depend on your business and the decisions you make.