What Actually Happens on Our Free Consulting Call
Send us 12 months of P&L, spend 45 minutes with us, and leave with the three changes that matter most for the next 90 days. Here's exactly what to expect.
"Free consultation" usually means "sales pitch." We wanted ours to be different, so we built it around one promise:
In less than 45 minutes, we'll tell you the top three things to change in the next 90 days to improve your business.
You don't have to hire us to get that. It's yours to keep.
Before the call
We ask for one thing: your Profit & Loss statement for the last 12 months.
That's it. It doesn't need to be perfect. If your books are a little behind, send what you have and tell us. Messy numbers still tell us a lot, and knowing where the gaps are is part of the insight.
When you book, you'll also have the chance to share a bit of context about your business: what you sell, how you sell it, and what's keeping you up at night. The more we know going in, the more specific we can be.
During the call
We'll spend our time on three things:
- Where your money is going. We look at revenue, gross margin, owner's pay, and operating expenses, and how they compare to healthy targets for a business your size.
- Where the leverage is. Usually there are one or two areas where a modest change has an outsized effect on profit or cash flow.
- Your top three moves. We'll leave you with three specific, prioritized actions for the next 90 days.
You'll leave the call with something concrete to act on, whether or not we ever talk again.
After the call
Some owners take the three recommendations and run with them on their own. That's a great outcome.
Others want help implementing them. If that's you, we offer bookkeeping, Profit First implementation, and fractional CFO advisory at competitive rates for clients who are ready to implement Profit First and use our preferred tech stack (Kick and Gusto). We'll explain what that would look like, and you decide.
Who it's for
The Consulting Call is a great fit if you:
- Run a business with consistent revenue and want it to be more profitable.
- Feel like you're working hard but not keeping enough of what you earn.
- Want an outside, numbers-first perspective on what to fix first.
Ready?
Book your free Consulting Call and send over your last 12 months of P&L. We'll take it from there.
Questions & Answers
Is the Ledge Strategy Group Consulting Call really free?
Yes. The Consulting Call is free with no obligation. You send your last 12 months of Profit & Loss, and in under 45 minutes we tell you the top three changes to make in the next 90 days to improve your business. You keep those recommendations whether or not you hire us.
What do I need to send before the Consulting Call?
Just your Profit & Loss statement for the last 12 months. It doesn't need to be perfect; if your books are behind, send what you have and let us know. Sharing a bit of context about what you sell and your biggest challenges helps us make the recommendations more specific.
How long is the Consulting Call?
The Consulting Call takes less than 45 minutes. In that time we review where your money is going, identify where a modest change could have an outsized effect on profit or cash flow, and give you three prioritized actions for the next 90 days.
Do I have to hire Ledge Strategy Group after the call?
No. The recommendations are yours to keep and act on yourself. If you want help implementing them, we can explain how our bookkeeping, Profit First implementation, and fractional CFO advisory services work, and you decide whether that's a fit.
Who is the Consulting Call a good fit for?
It's a good fit for owners of businesses with consistent revenue who want to be more profitable, feel they work hard without keeping enough of what they earn, and want an outside, numbers-first view of what to fix first.