Know Where You’re Going—
and How to Get There

At its best, financial planning is about more than numbers...it’s about giving business owners the clarity and confidence to lead with strategy. Our Financial Planning & Analysis (FP&A) services combine forecasting, budgeting, and real-time insights to help you stop reacting and start leading.

Whether you’re scaling, navigating uncertainty, or preparing for a future transition, we help you map out where you’re going and make sure your budget and financial plan are built to get you there.

What to Expect

Clear, actionable financial strategy; not just a report

Strategic tools that evolve as your business grows

A financial roadmap rooted in real life and built to support confident decisions

Common scenarios we help with

From growth planning to financial resets, we support founders, CFOs, and leadership teams ready to move forward with clarity and confidence. If your goals feel unclear or outdated, we’ll help light the path ahead. Ideal for:

Business owners preparing for growth, transition, or sale

CFOs looking for horsepower in modeling and strategic planning

Leadership teams that feel stuck in reactive decision-making

Organizations with outdated budgets and unclear goals

Strategic Budgeting & Forecasting

We build real-world budgets and dynamic forecasts that align with how your business actually operates, helping you prepare for best- and worst-case scenarios and grow with intention.

KPI Tracking & Decision Support

We define and monitor the metrics that matter most to your business. With clear data and insight, your team will know exactly where to focus next.

Profitability & Performance Analysis

We help you understand what’s driving or draining your bottom line and where to make smart shifts that strengthen margins and long-term sustainability.

Empowered Team Accountability

We bring structure to team financials so every leader knows what they own and why it matters. It's not about blame, it’s about clarity and confidence.

Partnership in Practice

“From startup to launch, Light Consulting helped us build a solid financial foundation for Starbird Lounge with clarity and confidence. They brought structure to our systems, helped us track cash flow, and gave us peace of mind so we could focus on building something truly unique. Thanks to their support, we feel confident about our finances and we’re grateful to have them in our corner.”

Shannon Wiedman

Co-Owner, Starbird Lounge

Business is heavy. Finances are emotional. Leadership can feel lonely. We’re here to help lighten the load.

We believe strategy can be simple. Numbers can be empowering. And business can be a little lighter
when you have the right team walking beside you.

Bringing clarity to decision-making

Creating space for peace and joy in your business

Leading with integrity, purpose, and faith

Showing up fully for our clients and our community

Let’s Build Your Financial Roadmap

From forecasting to profitability analysis, our Planning & Analysis support equips you with numbers and a vision. We help you build grounded financial plans that anticipate change, align your team, and keep you moving forward with confidence. Let’s chart the course, together.

Clarity through every season of growth

Data-backed decisions, not gut guesses

Plans that flex, adapt, and stay rooted in reality

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“Working with Light has provided peace of mind and speed to our business. I know they are always looking for ways to save us money as well as helping us make the right financial decisions.”

Myles Montplaisir

Owner, You Betcha

Financial Planning
& Analysis

Know Where You’re Going—
and How to Get There

What to Expect

What We Deliver

Why Light?

Let’s Build Your Financial Roadmap

Financial Planning& Analysis

Know Where You’re Going—and How to Get There

What to Expect

What We Deliver

Why Light?

Let’s Build Your Financial Roadmap

Financial Planning
& Analysis

Know Where You’re Going—
and How to Get There