Financial Clarity

Intensive

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A focused deep dive that turns noise into clear directions

The Financial Clarity Intensive is for founders and leaders who are ready to stop guessing and start making decisions with confidence. It is a short, focused engagement that gives you a clear picture of where your business stands today and what needs to happen next.

Instead of another spreadsheet you will not use, you walk away with insight, a plan, and a partner who has looked at your numbers with the same care as if they were our own.

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What you can expect

  • This intensive is designed for you if:

    • You feel unsure about what your numbers are really telling you.

    • You have grown quickly and your finances have not kept up.

    • You are making big decisions about hiring, growth, or investment and want to feel confident in the path you choose.

    • You want someone to walk through the numbers with you, not just hand you a report.

    • You are not ready for a full fractional CFO engagement, but you want more support than a one hour call.

  • By the time most founders reach us, they are carrying questions like:

    • "Are we actually profitable, or just busy"

    • "Can we afford this next hire or location"

    • "Why does our cash flow never seem to match our sales"

    • "What should I focus on in the next quarter to strengthen the business"

  • Over 3 to 4 weeks, we move through a clear, collaborative process:

    1. Kickoff session
     We start with a live session to understand your goals, your concerns, and the story behind your numbers. This is where we align on what clarity looks like for you.

    2. Review of 6 to 12 months of financial data
    We roll up our sleeves and review your financials. Typically this includes revenue trends, margins, expenses, cash flow patterns, and any existing forecasts or budgets you have.

    3. Custom Clarity Report
    You receive a tailored report that highlights:

    • Key patterns and insights in your numbers

    • Red flags or risks that need attention

    • Strengths you can build on

    • Clear priorities for the next period

    This is written in plain language, with visuals and explanations that make sense to non finance leaders.

    4. 90 day roadmap
    We translate insight into action. You receive a 90 day roadmap that outlines where to focus, what to adjust, and the sequence of steps that will strengthen your financial position.

    5. Follow up call
    We do not leave you with a document and disappear. We walk through the Clarity Report and roadmap together, answer questions, and refine the plan so you feel confident implementing it.

  • By the end of the Financial Clarity Intensive, you will have:

    • A clear understanding of how your business is really performing.

    • Visibility into what is driving your cash flow and profit.

    • A focused 90 day plan that connects directly to your goals.

    • Language and insight you can share with your team, investors, or partners.

    • A noticeable sense of relief that comes from finally seeing the full picture.

    Founders often tell us that this is the first time they feel like the numbers are working for them instead of against them.

  • This intensive works because it is not generic and it is not theoretical. We are not handing you a template or a one size fits all dashboard.

    Instead, we:

    • Spend time understanding your specific business model.

    • Look carefully at your real data, not assumptions.

    • Pair technical analysis with practical recommendations.

    • Focus on what will actually move the needle in the next 90 days.

    You get the benefit of CFO level thinking in a focused, accessible engagement that respects your time and energy.

Next step:

If you are ready to trade uncertainty for clarity, the next step is simple. Invite us into your numbers, and we will help you see what is really happening, what is possible, and what to do next.

Book a Free Discovery Call

Curious about Investment?

WHAT OUR CLIENTS SAY

  • Kumbaya Rentals

    “We are so grateful for Shelby. She helped us clean up our books, focus on the numbers that matter, and put a clear plan in place for financing equipment and day to day operations for Kumbaya Rentals. She also guided us through migrating accounting platforms to a system that fits our reporting needs, and the transition was seamless. Shelby was kind, responsive, and patient with every question. It felt like working with a partner who truly cares about our success.”

  • Samim Aminzadah, CEO of Blowers & Grafton

    "Working with Shelby Olechow was an exceptional experience. Shelby brought a strong strategic mindset and deep financial acumen that helped guide our business through key stages of growth and change. She had an incredible ability to break down complex financial matters into clear, actionable insights, always keeping our long-term goals in focus.

    Beyond her technical skill, Shelby’s professionalism, reliability, and collaborative nature made her an invaluable part of our leadership team. She consistently went above and beyond to ensure we were making smart, informed decisions that supported both stability and scalability.

    I would highly recommend Shelby to any organization seeking a results-driven, thoughtful, and dependable financial leader."

  • Aura Balboa, The Newly Institute

    “Shelby has been an exceptional asset to the Newly in her capacity as a consulting CFO. She brings a high degree of professionalism, technical expertise, and sound judgment to every engagement. Her deep knowledge of IFRS and her ability to translate complex accounting matters into practical business insights have been invaluable.

    Shelby led the streamlining of our consolidation and reporting processes, introducing key internal controls that strengthened financial governance and improved efficiency across the organization. She also played a pivotal role in enhancing our forecasting and financial modeling, helping the team clearly understand the drivers behind revenue and cost performance.

    Equally impressive is her leadership style—Shelby motivates and develops junior staff, fostering a culture of accountability, learning, and excellence. She consistently delivers high-quality work and strategic value well beyond expectations.

    I highly recommend Shelby and her firm to any organization seeking experienced, hands-on CFO-level financial leadership.”

  • Emily Mullet, The Vanity Vault

    “I’ve been working with Twenty Six for about two years now, and I can confidently say it’s one of the best decisions I’ve made for my business. She has gone above and beyond in helping us truly understand our numbers — not just what they are, but what they mean and how to use them to grow.

    Her insight has been invaluable in identifying areas where we can improve, and she’s helped us strategize both our current lease and upcoming expansion in a way that ensures sustainable success and growth. She genuinely cares about her clients and their businesses, and it shows in everything she does.

    If you’re a business owner who wants to understand your numbers, make smarter decisions, and set yourself up for long-term success — I can’t recommend TwentySix enough.”

  • Accurate Transmission Ltd.

    We’ve had the benefit of working with Shelby for many years at Accurate Transmission. She understands our business, how we operate day to day, and what we’re working toward.

    Shelby has helped us with everything from payroll and accounting systems to strategic financial advice. She keeps our processes organized and explains the numbers in a straightforward way so we can make confident decisions about staffing, pricing, and investing back into the business. We’re grateful to have her in our corner and would gladly recommend her to other owners.

Let’s Chat

Interested in working together? Want to get an idea of investment?

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We can’t wait to help you gain clarity and action.