Cash flow & financial planning
Know what is coming in, what is going out, and what you can afford to do next.
- 13-week cash flow view
- Pricing and margin review
- A budget you will actually use
Independent business advisory · Fort Myers, FL
Clear advice for the decisions that shape your business.
Practical financial and operations guidance for owner-led companies in Southwest Florida, explained in plain language and sized to how you actually work.
- Cash flow
- Operations
- Growth planning
- Owner transition
Intro calls are free.Thirty minutes to talk through what is on your mind, with no obligation.
Where we help
Four areas where an outside view pays off.
Most engagements start with one question. We keep the work focused on the decision in front of you.
Operations & process
Find the bottlenecks that cost you time every week, and fix them in a sensible order.
- Workflow mapping
- Roles and handoffs
- Simple tools and checklists
Growth planning
Decide which opportunities to pursue, and which to say no to, before you commit.
- New location or service decisions
- Hiring plan
- One-page annual plan
Owner transition
Prepare the business to run without you in every decision, whatever comes next.
- Leadership handover
- Documented processes
- Succession conversations
Approach
A clear process, from first call to follow-through.
Every engagement follows the same simple path, so you always know what happens next.
Intro call
A relaxed conversation about where the business is and what is on your mind. No preparation needed.
Diagnostic
We look at the numbers and talk with the people closest to the work, so recommendations fit how you really operate.
Recommendations
A short written plan with priorities, owners, and the trade-offs of each option, walked through together.
Implementation support
Optional check-ins while your team puts the plan in place, adjusting as you learn.
Working together
Ways to work together.
Start small, or set up something ongoing. Every fee is agreed in writing before work begins.
Strategy session
$450 per session
One focused working session on a single decision or problem, with written notes afterward.
- Two-hour working session
- Pre-session questionnaire
- Written summary and next steps
Focused project
Fixed fee scoped after the intro call
A defined piece of work with a clear start, finish, and deliverable.
- Diagnostic and interviews
- Written recommendations
- Two follow-up sessions
Ongoing advisor
$1,400 per month
A regular thinking partner for owners who want a steady outside view.
- Monthly planning meeting
- Email access between meetings
- Quarterly review of the plan
Fees shown are sample pricing for this demo design.
About
A small practice, on purpose.
Larkspur Advisory was started by Dana Whitfield after years in finance and operations roles at growing local companies. She saw how often good businesses stalled because the owner had no one to think things through with.
We keep the client list small so every engagement gets real attention, and we write everything down in plain language your whole team can use.
Dana WhitfieldPrincipal, Larkspur Advisory
FAQ
Common questions.
Something else on your mind? Ask during the intro call.
What kinds of businesses do you work with?
Mostly owner-led companies with a small team: trades, professional practices, clinics, and local retailers. If you are unsure whether it is a fit, the intro call is the easiest way to find out.
Do you replace my accountant or bookkeeper?
No. We work alongside them. They keep the books and file returns; we help you use that information to make decisions.
Do we have to meet in person?
Either works. Many clients meet by video, and we are happy to come to you within the Fort Myers and Naples area.
How is a project priced?
After the intro call we send a short written proposal with the scope, timeline, and a fixed fee, so there are no surprises.
Contact
Let’s talk it through.
Send a short note and we will reply within one business day to find a time for your intro call.
- Phone
- (239) 555-0141
- [email protected]
- Office
- 1400 Demo Commerce Way, Suite 210
Fort Myers, FL 33901 - Hours
- Monday – Friday, 8:30am – 5:00pm