Strategy Session
A simple reset to help you understand your numbers and focus on what matters next.
Running a small business means making decisions every week — often without a clear picture of what your numbers are actually telling you.
Our Strategy Session is a short, practical advisory session designed to help you step back, get clarity on where your business is sitting right now, and set a realistic plan for the next 90 days.
This is not about perfect bookkeeping or complicated forecasting. It’s about clarity, direction, and confidence.
Who this is for
Who this is for
Who this is for
This session is ideal for:
- Micro and small business owners
- Business owners managing seasonal income and fluctuating deposits
- Business owners wanting clearer margins and fewer cashflow surprises
- Business owners who want guidance without jargon
If you're feeling unsure about cash, profit, or what to prioritise next, this session provides a calm reset point.
What's included
Who this is for
Who this is for
In one session, we will:
- Review your recent financial numbers at a high level
- Identify where profit or cash may be leaking
- Highlight what’s working well and what needs attention
- Agree on the three most important focus areas for the next 90 days
- Set simple, realistic targets so you know what to track
You’ll leave with a clear plan that fits your business as it operates today.
Choose your session
Reset Session
- 45-minute strategy session (online delivery)
- Clear 90-day action plan
- Investment: $249 incl GST
Reset + Report
- Includes everything in the reset session
- Plus a short written summary with key insights, targets & numbers to keep an eye on.
- Investment: $449 incl GST
Bookkeeping Health Check (for DIY Bookkeepers)
If you manage your own bookkeeping, we include a short Bookkeeping Health Check before preparing your report. This helps us:
Confirm your numbers are being captured consistently.
Identify common issues that may affect cashflow or profit.
Ensure the advice and recommendations we provide are practical and reliable.
Many clients find this review valuable on its own, as it often highlights simple improvements that reduce stress and improve accuracy.
Additional investment: $150 incl. GST
(Applies only where bookkeeping is not managed by a qualified bookkeeper.)
What you'll walk away with
- A clear picture of where your business is currently sitting
- Practical next steps you can implement straight away
- Greater confidence in your cashflow and decisions
- A clear focus for the next 90 days
If ongoing support would be helpful, we can talk through options at the end of your session — there’s no obligation.
Strategy Session FAQs
No. This session is for business owners and is focused on understanding your numbers and setting a practical plan. It does not include any ATO lodgements (BAS, tax, or FBT).
No. This session can be deliviered without you being an active client.
Not at all. We work at a high level and focus on trends, clarity and decision-making — not perfection. However, it is important that your accounting software file (Xero, MYOB, QuickBooks, Rounded) is reconciled up to date so we can access the most recent data.
If you manage your own bookkeeping, we’ll complete a short Bookkeeping Health Check first to make sure the advice you receive is reliable.
We primarily operate within the Xero ecosystem, however also work regularaly with clients operating Quickbooks, MYOB, and Rounded software. If you are using something else, please get in touch prior to booking.
If you select the report option, you’ll receive a short written summary outlining key insights, targets and numbers to watch.
If you select the meeting-only option, you’ll receive a clear action plan discussed during the session
Many clients implement the plan on their own. If you'd like support or accountability, we can discuss optional next steps at the end of the session.
This session is best suited to businesses that are already operating and generating income. If you're still in the early start-up phase, but are interested in this type of service, reach out and we will discuss the best options for you.
Liability limited by a scheme approved under Professional Standards Legislation
Principal: Kate Bradley ABN: 77 651 436 574
Copyright © 2021 Valkyrie Enterprises Pty Ltd - All Rights Reserved.
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