Monthly financial advisory: 1 hour directly with Phellipe
A review of your numbers and strategic decisions based on data, not hunches.
Who it's for
Owners who've never had an advisor
If your strategy so far has been 'keep going', one structured hour per month changes everything.
Businesses in decision mode
Hire? Expand? Cut? Big decisions demand clean numbers — not a friend's opinion.
Those who want to grow with profit
Growing revenue without growing profit is working for free. We focus on profit.
What's included
- 1 monthly video call with Phellipe (1 hour)
- Agenda prepared from that month's reports
- KPI review (margin, cash, DSO/DPO)
- 3 concrete decisions documented at the end of the call
- WhatsApp follow-up between calls
- Access to financial planning templates
How it works
- 01
Pre-call report
Two days before the call you receive an executive summary — so you arrive with context.
- 02
1-hour call
Agenda: 15 min review, 30 min discussion of topics you bring, 15 min defining next actions.
- 03
Follow-up
You receive a recap of the 3 decisions and deadlines. Between calls, WhatsApp is open for quick questions.
Common questions about this service
Is Phellipe a CPA?
No. Phellipe is a professional bookkeeper with years of experience running payroll, contracts and finances at Luxus Construction. For licensed tax advisory, we recommend a CPA — we work alongside several.
Can I switch the person on the call?
Today all calls are directly with Phellipe. As Lynx grows, this may shift to another team advisor — with a complete handover.
What if I can't schedule every month?
The hour doesn't roll over between months (to avoid debt piling up). But we flex the date within the month. What matters is the regular cadence.
One hour a month to decide better?
If you've never sat structured with your own numbers, book a free 30-min chat first.