PRIVATE INTENSIVE
PRIVATE INTENSIVE
THE FINANCIAL STRATEGY DAY
A private 3 hour intensive for established and emerging founders who need fast, grounded financial clarity and a system that works.
This high-touch experience brings immediate clarity to your finances from cleaning up messy books to creating a system that shows you exactly where your money’s going and what’s next. Whether your reports are unclear, your profits are slipping or you’re just tired of guessing — we’ll fix it and map out your next move, fast.
a framework designed for clarity, cashflow and control.
You don’t need another spreadsheet or a lecture about budgeting.
You need a system that actually works for how your business runs.
The Financial Strategy Day is built around structure that creates freedom — not restriction.
We take everything that’s been sitting in your head, your inbox or your Xero file and turn it into a clear, functional plan for profit.
This isn’t about theory or mindset alone. It’s about practical, strategic moves that give you back control and the confidence to make bigger decisions without second guessing the numbers.
Because when your finances are built on solid ground, everything else in business feels lighter.
You’re making money,
but your numbers don’t reflect it.
You’ve grown fast and your systems haven’t kept up.
Your books are messy, your reports don’t make sense and you’re not sure where your profit is going.
You don’t need to start over, you need a clean slate and a clear plan.
the financial strategy day gives you both. we’ll clean up what’s been holding you back, bring your accounts into alignment and set you up with systems that make it easy to stay in control.
We take everything that’s been sitting in your head, your inbox, or your Xero file and turn it into a clear, functional plan for profit.
WHAT’S INCLUDED
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PRE-SESSION REVIEW & AUDIT
Before our day together, our team will dive into your Xero file, chart of accounts, cashflow tools, and reporting systems to identify inefficiencies, leaks, or missed opportunities — so we can focus where it matters most.
Value $997 -
1:1 STRATEGY SESSION IN-PERSON OR VIRTUAL
A high-impact, 1:1 session where we clean up what’s messy, rewire what’s inefficient and map out your financial structure for sustainable profit and growth. This is where your systems get smarter, your questions get answered and your confidence clicks in.
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FULL SYSTEMS + PROCESS REVIEW
We’ll refine your bookkeeping setup, workflows, payroll, accounts receivable and more to make sure your financial processes are smooth, scalable and supportive of your next stage of growth.
Value $750 -
IMPLEMENTATION PLAN
You’ll walk away with a clear 90-day strategy covering what to fix, where to focus and how to improve margins, manage cashflow and track financial performance with confidence.
Value $1,200 -
POST-SESSION SUMMARY
You’ll receive a full written summary of key findings, insights and recommendations so you can implement confidently or hand it straight to your internal bookkeeper or accountant created by our team, so you can implement confidently
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ROI SNAPSHOT
We’ll calculate your true financial ROI so you can see exactly where profit is leaking and how much more you could be keeping with the right systems in place.
Ready to take control of your finances not just keep up with them?
book your financial strategy day and walk away with a plan that finally makes sense.
you’ll get immediate clarity, practical next steps and a financial system built to support your next stage of growth Get $3,000+ of strategy, systems and structure in one powerful day. (Designed for founders who want results, not reports.)
bonus
ADVISORY REVIEW
BY OUR TAX AGENT
We’ll consult with our in-house Registered Tax Agent and CPA on your behalf before your session to ensure structural, entity, and tax decisions are aligned and ready. No need to chase external advice.
Value $600
The Financial Strategy Day is designed exclusively for established businesses typically founders who’ve surpassed two years in business or reached six figures in revenue.
This is not for those still testing an idea or unsure of their direction. It’s for business owners ready to operate with clarity, control and structure.
At Capital Status, we work in collaboration with licensed CPAs and tax agents to ensure your financial systems are compliant and optimised. While we don’t provide personalised financial advice or recommendations on how to spend your money, we do show you how to organise it strategically, efficiently, and in alignment with your goals.
If you’re ready to think like a CEO, not just a business owner this is where it starts.
You dont need to be a numbers person.
you don’t need to be a numbers person you need the right partners
You don’t need to learn bookkeeping or sit through a spreadsheet lesson.
You need someone who can sit across from you, see what’s really going on and translate your numbers into next moves.
That’s what this day is for.
No jargon. No overwhelm. No avoidance. Just direction.
here’s what life feels like when your business finally runs with clarity
✅ You wake up knowing your business can breathe — and so can you.
✅ Your systems are aligned, your numbers make sense and your tax isn’t a guessing game.
✅ You’ve stopped firefighting and started leading.
✅ You know exactly what you’re building — and what it’s costing to get there.
That’s what real peace of mind in business feels like.
You’re not stuck in the “I’ll figure it out later” loop anymore.
You’re running your business like the CEO you were meant to be.
OUR 3-STEP PROCESS
PRE-SESSION REVIEW
no. 1
Before your Strategy Day, our team reviews your accounts, tools and current systems — from Xero to cashflow to reporting — to uncover inefficiencies, profit leaks or structural gaps. So when we meet, we’re ready to go straight to what matters.
STRATEGY INTENSIVE
no. 2
This is where we map your next move. Whether it’s planning for growth, cleaning up messy books, or solving a cashflow chokehold, we meet for a 3-hour intensive to build clarity, structure and a financial strategy tailored to your growth goals.
POST-SESSION PLAN
no. 3
After the session, we deliver your custom strategy summary, workflows, recommendations and templates everything you need to take confident action right away, with the option for follow-up or ongoing support if it’s a fit.
Created by a founder, mother and financial systems strategist who believes business should fund your life not consume it.
AT CAPITAL STATUS WE WORK WITH MULTI SIX & SEVEN FIGURE CLIENTS DAILY
BUT WE KNOW NOT EVERYONE NEEDS ONGOING FINANCIAL MANAGEMENT TO MOVE FORWARD
Sometimes you just need one powerful day with someone who knows how to make sense of your numbers, your systems and your next steps.
That’s what the Financial Strategy Day is for.
It’s a one-day deep dive where we strip back the noise, identify what’s holding your profit or cashflow back and build a clear plan to fix it - fast.
This isn’t theory.
It’s the same onboarding process we use with our long-term clients, designed to give you immediate clarity, sharper direction and a stronger financial foundation to grow from.
Because when you understand your numbers, you make better decisions and better decisions lead to profit, confidence and calm.
Ideal for businesses generating consistent $10K+ months and ready to lead from data, not guesswork.
without capital status
Living in constant reaction mode every time a bill lands
Second guessing every decision because you’re not sure what’s actually making you money
Trying to run a business on scattered systems and mental notes
Hoping you’ve put aside enough for BAS and praying there’s no surprise sitting in the ATO portal
with capital status
Running your business with clarity and absolute control
Seeing exactly what’s working what’s leaking and what needs to shift
Systems that finally feel clean simple and built to grow with you
A strategic plan that keeps you ahead all year not catching up behind the scenes
from one founder
to another
This isn’t just another numbers meeting.
It’s a framework built from the same experience that shaped Capital Status — building through chaos, raising kids and scaling without a safety net.
I know what it’s like to feel stretched thin, doing everything right on paper but still wondering why the numbers don’t reflect the work.
And I know how powerful it is when someone finally helps you make sense of it all clearly, calmly and strategically.
That’s what I want for you.
Because when your finances work with you, not against you everything else starts to flow.
FREQUENTLY ASKED QUESTIONS
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Once we’ve gone deep into your business we can either
move into an ongoing partnership with us (Foundation Momentum or Expansion)
orwe’ll continue to support you through BAS and tax lodgements on an as-needed basis
You’ll leave the intensive with clarity and a plan and we’ll recommend the exact level of support that makes sense for your goals
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Yes you’ll receive a short window of support after your session to tie up anything we covered, typically 24-48 hours
This ensures you’re not left hanging and can implement with confidence
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Choose your date
Complete checkout
Fill in your onboarding formI’ll review your business before we meet
so you walk into your intensive fully supported and ready to make clear decisions
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A bookkeeper manages the numbers you already have
This intensive shows you what those numbers meanMost founders think they need a bookkeeper
but they’re not actually clear on what should be outsourced
what should stay with them
and what their business even needs financiallyThis session is the missing step
We map out your structure workflow accounts offers and money systems
so when you do outsource
you know exactly what you’re paying for
and what outcome you should expectIt takes the guesswork out of hiring and gives you clarity before you invest in support
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Absolutely
Bookkeepers are not created equally and most are trained for data entry not strategy
Capital Status comes from two worlds
the founder seat and the tax seat
which gives us strategic insight most firms simply don’t haveAnd here’s the truth
Many firms outsource your books offshore without telling you
That’s where missed deductions errors and lost opportunities show upThis intensive gives you a second set of expert eyes on your structure
your reports
your systems
and your strategy
so you can make decisions with confidence
and make sure your current support is actually serving you -
You should
And we can help you switchDuring your intensive we can set up Xero
create your chart of accounts
map your bank rules
and get your structure cleaned up properly
so you’re not trying to grow a business on messy foundations
