Why does what you bring matter so much?
A strategy session runs on real information. If we work from memory and guesses, we get guesses back. If we work from your actual numbers, we can find the truth fast and spend the time on decisions instead of detective work.
What documents should you bring?
Gather these ahead of time, even if they are not perfect.
- Recent profit and loss statement and balance sheet
- The last few months of bank statements
- A list of debts: loans, credit cards, and payment amounts
- Your overhead costs and, if you have it, your break-even
- Recent jobs or invoices that show your pricing and margins
What questions should you come with?
Show up with the one or two decisions weighing on you. Should I raise prices? Can I afford to hire? Why is cash always tight? Clear questions turn a good conversation into a clear plan you can act on Monday.
What if your records are a mess?
Bring them anyway. Messy is fine, and avoiding the meeting because the books are not perfect only delays the help you need. We can work with what you have and tighten the rest from there. You are not alone in this.