design your financial future
solutions for designers
Current Financial Partners works with designers who are ready for more visibility into their numbers, stronger project profitability, and greater confidence in their decisions.
From foundational financial support to CFO-level strategy, every solution is designed around the way your business actually operates.
Designing a financial foundation creates a flourishing financial future.
FINANCIAL FOUNDATIONS
Current Situation:
Financials feel messy, incomplete, or difficult to fully trust, making it challenging to clearly understand profitability, cash flow, and overall business performance.
Solution:
A clean, organized financial foundation with improved visibility, stronger systems, and the confidence to make informed business decisions moving forward.
What’s Included:
• Cleanup and organization of financials
• Historical reconciliation and correction work
• Customized chart of accounts and financial structure
• Workflow and process recommendations
• Foundational reporting
• Strategic implementation support
• Roadmap for future growth
Investment: $5,000 (3-Month Engagement)
3-month reset!
FINANCIAL PARTNERSHIP
Current Situation:
The business is growing, but financial decisions still feel reactive. Visibility into profitability, cash flow, and long-term planning may feel limited or inconsistent.
Solution:
Consistent financial management paired with strategic insight, helping you better understand what’s working, improve profitability, and make more confident business decisions as your firm grows.
What’s Included:
• Monthly bookkeeping and reconciliations
• Organized monthly reporting and financial visibility
• Profitability and margin insights
• Project-based financial review
• Ongoing financial guidance and support
• Cash flow and planning conversations
• Strategic advisory and CFO-level support as needed
Investment: Starting at $1,000/month (customized based on the size, complexity, and strategic needs of your business).
ongoing support!
HOW IT WORKS
Start the Conversation
Begin with a discovery call where we learn about your business, your financials, and where you’re looking for support.
Align on the Right Solution
Based on your business and goals, we guide you to the package that aligns with your current business phase.
Ongoing Financial Clarity
Once aligned, we begin working together, bringing clarity, structure, and consistency to your financials.
Olivia has taken the monthly bookkeeping stress off my plate, so I can spend more time on our design projects. She has spent time educating me on our accounts, breaking down complex accounting lingo so I can understand it. Not only has she been an amazing liaison between me and my [tax preparer], streamlining tax season, but she has also helped save the business money.
— Krywicki Interior Design
est. 2018
Behind Current Financial Partners is a team that understands both the creative side of business and the financial systems required to support it.
We partner with established designers who are ready for a more strategic, sustainable approach to their finances.
Through intentional systems and ongoing financial guidance, we provide the support behind the scenes, so you can lead your business with confidence.
