Business Builder Portal · By Workplaces

Book Where the money went

90 minutes · Mountain Time

Ninety minutes in your own numbers. I read twelve months of your bank statements and your P&L before we meet, then we go through what I found — the spending you decided on, and the spending that just happened.

You send your numbers before we meet

The documents are the session. Without them there is nothing to read and nothing to show you, so the ninety minutes cannot go ahead.

Twelve months of bank statements — every account the business uses, all twelve months, exactly as they come from the bank (PDF or CSV).
A profit and loss statement covering the same twelve months.

Send them as soon as you have booked. They have to be read before we sit down, so a booking with nothing sent will be moved rather than held. Your confirmation email says where to send them.

Live availability can't be shown right now. Email us and we'll find a time by hand: bbaker@4workplaces.com.

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