Start Simple is designed to help you better understand your business's financial health in a way that feels approachable, strategic, and actionable. No accounting homework. No complicated formulas. Only clarity + clear next steps.
The goal is FINANCIAL CLARITY WITH A SIMPLE PLAN.
BONUS! The Financial Metrics
Snapshot Spreadsheet.
plus!
You're growing, but you're not sure if you're growing well.
Revenue is increasing, projects are filling your calendar, and opportunities keep coming. But without financial clarity, it's hard to know whether your business is becoming more profitable or simply more complex.
Growth is creating more questions than answers.
Should you hire? Raise your prices? Launch a new service? Open a showroom? Every opportunity has financial implications, but it's difficult to know which path makes the most sense without a clear understanding of your numbers.
You have financial reports, but not financial clarity.
Your bookkeeping may be up to date, but reports alone don't tell you what to do next. You want confidence, not just numbers, to make decisions that move your business forward.
YOUR FOUR-PART FINANCIAL AUDIT
One focused day.
Built around your business.
Financial Health Assessment
Evaluate the financial health of your business before diving into the numbers. Through eight key areas, including pricing, profitability, cash flow, financial visibility, owner compensation, hiring readiness, and growth alignment, you'll identify where your business is thriving and where it needs attention.
Scaling With Visibility
Growth often hides deeper financial challenges. This section helps you recognize the seven signs your design firm may have outgrown its current financial systems, so you can identify where greater structure and visibility are needed.
Your Financial Personality & Growth Stage
Every design firm grows differently. Through six targeted questions, you'll discover which financial growth stage best describes your business, and receive guidance on the priorities that matter most at this stage of growth.
Strategic Recommendations
Using everything you've uncovered throughout the audit, you'll receive clear recommendations on where to focus first, whether that's improving pricing, strengthening cash flow, increasing profitability, or building better financial systems.
A Flourishing Financial Future Starts Simple.
→ Making financial decisions based on instinct instead of insight
→ Feeling unsure what your numbers are actually saying
→ Wondering where your business is strongest, and where it's vulnerable
→ Unsure which financial priorities deserve your attention first
→ Feeling overwhelmed by financial reports instead of empowered by them
Without start simple:
→ A clear understanding of your business's financial health
→ Greater confidence interpreting your financial picture
→ Visibility into opportunities to improve profitability and cash flow
→ A prioritized action plan for your next 90 days
→ Confidence about where to focus your time, energy, and resources next
With start simple:
Start Simple was created for growing design firms that…
Has outgrown the financial systems that got you here. What worked when your business was smaller no longer provides the clarity you need. As your business grows, your financial systems need to grow with it.
Wants clarity, not more complexity. You don't need complicated spreadsheets or CFO-level financial models. You need a simple starting point that helps you understand your business and confidently decide what comes next.
Wants to make bigger business decisions with confidence. Hiring, raising your prices, expanding your services, or investing in growth all feel like heavy decisions when you don't have clear financial visibility.
Feels successful on the outside, but uncertain behind the scenes. Your business looks great to clients, but you're not always confident your numbers reflect the work you're putting in.
