Financial Planning & Analysis for Growing Businesses
Nine Lives Strategy
Running Multiple Locations? Raising Capital? Scaling Fast?
You Need Financial Clarity Yesterday.
We build custom dashboards and rolling forecasts for growing businesses. Get your first insights in 1-2 weeks — so you can make confident decisions without drowning in spreadsheets.
Know where you stand, where you're headed, and what to do next.
💰 Flat monthly pricing starting at $1.5K — No hidden fees.
Start with a free 30-minute consultation. From there, choose the right package built for your business needs.
Custom expert support. Book your FREE intro call below.
Why Choose Us
When you work with Nine Lives Strategy, you’re not hiring a faceless firm — you’re partnering directly with our Managing Director. That means:
1:1 expert partnership — work directly with our Managing Director for faster answers and deeper insights.
First insights in 1–2 weeks — no long onboarding or delays.
Flat monthly package pricing — clear and predictable.
Month-to-month flexibility — scale support up or down.
Clear, visual dashboards — so you always know where you stand and where you’re headed.
Get Your Free AI-Enhanced Financial Intelligence Toolkit
15 critical KPIs every growing business should track + AI prompts to turn those numbers into actionable insights – discover which ones you're missing in minutes.
Quick Financial Health Check
✨ This is a complementary service with just 5 spots each month. Your booking is a request and must be approved based on availability — grab yours before they’re gone!
Here’s what you’ll get when you book:
A free check-up on your financial planning so you know your numbers aren’t leading you off track.
We’ll point out any red flags and share 2–3 quick fixes you can plug in right away.
Simple, no jargon — just clear advice you can actually use to make smarter decisions.
How We Help
See real examples of our FP&A analysis — from med spa membership programs to SaaS cash flow models. Discover exactly how we help businesses like yours identify profit leaks and optimize cash flow.
- Henry F.VP of Business Strategy at Freedom Forever
I was impressed with how quickly she took to the position. She has a solid acumen for synthesizing complicated data sets into clean executive summaries, along with recommendations for potential cost savings and financial impacts.
- Natalia S.Strategic Sourcing & Procurement Manager at WHSmith North America
Iryna was always sharp, organized, and incredibly collaborative.... Her ability to zoom out and see the bigger picture, made her a valued partner in our cross-functional work... brought a thoughtful, solutions-oriented perspective.
- Alex S. Treasury Manager at WHSmith North America
Iryna impressed me with her sharp analytical skills, proactive mindset, and ability to dive into complex data and quickly generate actionable insights... her work contributed meaningfully to broader financial planning discussions.
- Brittany R.Talent Acquisition Leader at Oats Overnight
Iryna demonstrated a rare blend of analytical acumen, business savvy, and interpersonal warmth... consistently brought clarity, structure, and a collaborative spirit to every conversation.... a trusted resource across multiple departments
FREE RESOURCES
Practical templates, guides, and explainers to help you budget, forecast, and manage your business finances smarter — all free to use and share.
AI FP&A Chatbot (Free) 🤖
-Get instant budgeting, forecasting, and financial guidance — automated advice and templates, available 24/7.
Runs on ChatGPT. You might need to sign in or register to use it.
Finance, with Claws – YouTube Channel 🐾
-Bite-sized videos on budgeting, FP&A, and smarter business money moves — with a little cat attitude. Alongside practical finance tips, you’ll also find satirical and entertaining takes on corporate life, perfect for unwinding while still learning something useful.
Simple Monthly Budget Template 📊
-A clean, easy-to-use monthly budget planner for tracking your income, expenses, and savings goals. Ideal for individuals, families, or freelancers.
Rolling Forecast Tool for Small Businesses & Startups 📊
-A ready-to-use Excel template to forecast revenue, expenses, and profit on a rolling basis. Update monthly with actuals, and it automatically adjusts future months — keeping your projections accurate all year. Perfect for small businesses, startups, and finance teams.
Cash Runway Calculator for Small Businesses & Solopreneurs 🔢
-A simple 5-minute calculator that shows how long your business can survive if no money comes in. Enter your cash and monthly bills, get your runway with color-coded status (Emergency to Manageable). Works for freelancers, consultants, retailers, and any small business. Answer the question: "Am I in the danger zone?"
Survival 6 Financial Health Workbook for Small Businesses 📊
-A complete Excel tracking system for the 6 critical metrics that prevent 80% of small business failures. Track your cash runway, gross margins, revenue growth, customer concentration, cash flow forecast, and forecast accuracy — all in one workbook. Includes instructions, interactive checklist and automated calculations.
Works for freelancers, consultants, agencies, retailers, and growing businesses. Answer the question: "Is my business financially healthy?"
More free templates & tools coming soon — bookmark this page!
-Support Nine Lives Strategy 🐾
-Love our free financial resources? Your support helps us create more valuable tools for small business owners like you! Every contribution fuels our mission to make professional-grade financial analysis accessible to growing businesses.
Frequently Asked Questions
Can't find an answer? Don't hesitate to reach out!
Why do I need you if I have an accountant?
Why do I need you if I have an accountant?
Accountants record the past. We help you plan the future — by building forecasts, models, and dashboards that guide your next moves and protect your bottom line.
Can you help me plan without slowing down?
Can you help me plan without slowing down?
Absolutely. Our process is designed to give you clear, actionable insights in weeks, so you can make confident decisions without getting buried in spreadsheets.
How can you help me feel in control?
How can you help me feel in control?
We’ll map your finances like a GPS — showing where you are now, the best routes forward, and early warnings if you’re veering off track.
What if I don’t know exactly what I need?
What if I don’t know exactly what I need?
That’s normal. We’ll walk you through a quick discovery session to uncover your goals, pain points, and opportunities — then recommend the simplest starting point.
Do you create custom templates?
Do you create custom templates?
Yes. If you need something built specifically for your business — from a forecasting model to a dashboard — We can create a tailored solution and walk you through how to use it.
Ask Us Anything
Whether you’re looking for a one-off financial model, ongoing FP&A support, or just clarity on your next steps — we’re here to help. Use this form to ask a question, request a free consult, or start your project. We usually respond within 1–2 business days.
Privacy Policy
We do not collect personal information except what you submit via the contact form. Your info will never be shared or sold.
Terms of Use
Templates are provided ‘as is’ without warranty. By downloading, you agree to use them at your own risk and not redistribute for commercial purposes.
Accessibility Statement
We strive to make our website and resources accessible to all users. If you experience any issues, please contact us.