design your financial future
solutions for designers
Current Financial Partners works with designers who are ready for more visibility into their numbers, stronger project profitability, and greater confidence in their decisions.
From foundational financial support to CFO-level strategy, every solution is designed around the way your business actually operates.
Designing a financial foundation creates a flourishing financial future.
Financial Foundations
Current Situation:
Your financials feel messy, incomplete, or unreliable—making it difficult to clearly understand where your business stands.
Package Solution:
A clean, accurate financial foundation with organized systems, clear visibility, and confidence in your numbers.
What's Included:
- Full financial cleanup and organization
- Customized chart of accounts and financial structure
- Bi-weekly strategy and implementation calls
- Foundational reporting package
- Workflow recommendations and process improvements
- Personalized financial roadmap for moving forward
Investment: $5,000 (3-Month Engagement)
Financial
Clarity
Current Situation:
Inconsistent bookkeeping, unreliable monthly reporting, and too much time spent trying to manage it internally.
Package Solution:
Organized monthly financials, a streamlined process, and confidence that your numbers are accurate and handled.
What's Included:
- Monthly bookkeeping and reconciliations
- Transaction organization and categorization
- Monthly financial reports
- Ongoing support and communication
- Consistent monthly close process
Investment: Starting at $1,000/month
Financial Insight
Current Situation:
Financials exist but aren't being used strategically — unclear margins, project profitability, and performance drivers are leaving money on the table.
Package Solution: Clarity around what's working, what's not, and exactly how to grow more profitably.
What's Included:
- Everything in Financial Clarity: Bookkeeping Management
- Profitability and margin analysis
- Project-based financial insights
- Ongoing advisory and financial review
- Guidance around business decisions
Investment: Starting at $2,000/month
most popular
FINANCIAL
STRATEGY
Current Situation:
No forward-looking financial plan, cash flow uncertainty, and the weight of making big decisions without a strategic partner in your corner.
Package Solution:
A clear financial roadmap, confident decision-making, and the support of a steady partner as your business grows.
What's Included:
- Everything in Financial Insight: Accounting + Advisory
- Cash flow forecasting
- Budgeting and financial planning
- Strategic guidance and ongoing partnership
Investment: Starting at $4,000/month
HOW IT WORKS
Start the Conversation
Begin with a discovery call where we learn about your business, your financials, and where you’re looking for support.
Align on the Right Solution
Based on your business and goals, we guide you to the package that aligns with your current business phase.
Ongoing Financial Clarity
Once aligned, we begin working together, bringing clarity, structure, and consistency to your financials.
Olivia has taken the monthly bookkeeping stress off my plate, so I can spend more time on our design projects. She has spent time educating me on our accounts, breaking down complex accounting lingo so I can understand it. Not only has she been an amazing liaison between me and my [tax preparer], streamlining tax season, but she has also helped save the business money.
— Krywicki Interior Design
est. 2018
Behind Current Financial Partners is a team that understands both the creative side of business and the financial systems required to support it.
We partner with established designers who are ready for a more strategic, sustainable approach to their finances.
Through intentional systems and ongoing financial guidance, we provide the support behind the scenes, so you can lead your business with confidence.
