Financial Strategy for Growing Businesses
Nine Lives Strategy
Few businesses understand what's actually profitable, where they're wasting money, or if their model can scale.
Nine Lives Strategy provides custom Financial Planning & Analysis for businesses ready to grow intelligently:
Financial modeling — Build forecasts that actually help you make decisions
Efficiency analysis — Find where you're bleeding money
Growth planning — Understand which opportunities are worth pursuing
Scalability assessment — Will your model work at 2x or 10x revenue?
Custom FP&A support. Not cookie-cutter solutions — work tailored to your specific situation.
Start with a free 30-minute consultation to see if we're a fit.
Why Choose Us
When you work with Nine Lives Strategy, you're partnering directly with the Managing Director — not a team of junior analysts.
Direct expert partnership — Work one-on-one with 10+ years of FP&A experience across sectors
Customized solutions — Every business is different. We tailor our work to your specific needs, not cookie-cutter templates
Strategic focus — We answer the questions that drive growth: what to invest in, where you're wasting money, whether you can scale
Flexible engagement — Work with us on specific projects or ongoing support, whatever fits your business
Accessible expertise — Strategic finance guidance without fractional CFO price tags
Quick Financial Health Check
Get a customized financial assessment of your business — completely free.
Here's how it works:
Fill out our quick intake form (basic info about your business, revenue, costs, goals)
I'll review your situation and prepare a customized analysis
We'll schedule a 30-minute call to go over my findings and recommendations
You'll walk away with 2-3 specific actions you can take to improve growth, efficiency, or scalability. No strings attached.
Limited availability: I can only prepare 3-5 custom analyses per month. I'll confirm within 2 business days if I can take on your assessment
Best for: Businesses doing $500K+ in revenue and ready to act on feedback.
How We Help
See examples of how we've helped businesses identify profit leaks, optimize cash flow, and build financial models for growth. Discover how custom FP&A analysis can give you clarity on what's actually working in your business.
- 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.
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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.
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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.
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A clean, easy-to-use monthly budget planner for tracking your income, expenses, and savings goals. Ideal for individuals, families, or freelancers.
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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.
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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 handle compliance — taxes, bookkeeping, making sure everything's filed correctly. That's backward-looking work.
We help you look forward: Can your business scale? Where should you invest? What's actually profitable? Should you bootstrap or raise capital?
Think of it this way: Your accountant tells you what happened last quarter. We help you figure out what to do next quarter.
I'm not ready for a fractional/full-time CFO. Is this overkill?
I'm not ready for a fractional/full-time CFO. Is this overkill?
Many businesses don't need a fractional/full-time CFO (and can't justify $5K+/month). But they do need someone who can answer strategic questions about growth, efficiency, and scalability.
That's where we fit. You get strategic finance expertise tailored to your specific needs—without the full-time commitment or cost.
How is this different from a fractional CFO?
How is this different from a fractional CFO?
Fractional CFOs typically cost $8-15K/month and work on ongoing monthly engagements. They're great if you need someone making high-level financial decisions and managing your entire finance function.
We're different. We provide strategic FP&A and financial analysis — not CFO-level leadership. We help you understand your numbers, build financial models, identify efficiencies, and plan for growth. But we're not managing your books, filing reports, or serving as your finance executive.
Think of it this way: A fractional CFO runs your finance department. We help you analyze and plan.
Our engagements are flexible — one-time projects or ongoing support, whatever fits your needs.
What if I don’t know exactly what I need?
What if I don’t know exactly what I need?
That's normal. Most business owners know they need financial help but aren't sure what kind.
Start with our free 30-minute consultation. We'll discuss what you're trying to figure out, and I'll recommend the simplest, most cost-effective way to get you answers.
No obligation. If we're not a fit, we'll tell you.
How long does a typical engagement take?
How long does a typical engagement take?
It depends on what you need.
A one-time financial model or efficiency analysis? Usually 2-4 weeks.
Ongoing strategic support? We can work with you monthly or quarterly, whatever makes sense for your business.
We're flexible. The goal is to give you what you need without overcommitting you to something that doesn't fit.
Ask Us Anything
Have questions about your business finances? Not sure if we're the right fit? Want to discuss a specific project?
Use this form to reach out. Whether you're exploring options, ready to get started, or just have a quick question — we'll 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.