Services.

We create solutions that are bold & up with the times.

Would a dedicated “Business Janitor” transform your business’s performance?

A “cleaner” is the best way to describe the relationship between your business(s) and I.

All the stress, fear, doubt and uncertainty lingering around meeting your goals doesn’t need to exist moving forward.

My role is to come in and resolve the issues fast and educate you in the process, creating a crystal-clear future plan.

As a born integrator, this is about execution and getting “sh*t done” – so you get solutions, not another overwhelming “to-do” list.

How does the process start?

The experience starts with collecting the facts (data) and understanding where you are at.

This process is an “Audit”.

What do I look at in the audit?

The books to date
All line items
How items are categorised
Structure of the bank accounts
Where to save money
Opportunities streamline the processes

This process captures all the personalised recommendations to transform your business’s future.

It gets delivered in a comprehensive document.

There will be no more grey areas to lose sleep over, from cash flow, structures and risk to asset protection.

The "Audit" experience is a one-off investment.

Then you have TWO options

You can implement the recommendations internally...
Or I can do it for you if it's more viable for the business's time and money, which we can discuss.

How can we work together on-going?

Monthly Meetings: as all the recommendations are being implemented, maintaining momentum without dropping the ball and reverting to old habits is essential.

Monthly Meetings add an “aligned” business advisor to your team to strategise with each month.

The key to sustained success is tracking and reviewing.

An experienced and independent set of eyes will see things you can’t when running the business.

The recurring Monthly Meeting is a 1-2 hour session to review the financials, implementation, planning and progress together.

If you want to stay on track and move towards having a freedom business, these meetings create accountability.

Monthly Meeting
1-2 Hours

Working with Sonya from Clear Plan Consulting has been one of the best decisions we could have made for our business and family. Sonya has a holistic approach and is well connected within the finance community. She shares up to date information and has been able to guide us in the right direction from the get-go. We highly recommend her service to anyone looking to grow their small business.

Dear Sonya, your consulting business has been incredibly helpful in aligning my personal and financial goals. Your expertise and guidance have played a crucial role in my future planning. I can't thank you enough for the valuable support you've provided.

Sonya, from Clear Plan Consulting has not only been a trusted mentor to Ethan and I, but stopped us from making costly mistakes on our investment journey, guiding us and inspiring us as we make our way through some learning curves and lean in moments. You can tell that she isn’t doing this as her job she is doing this as her joy, and loves sharing her experience and number crunching mathematician brain with those that want to achieve a future worth retiring for. Thank you for keeping us on track and focused on our financial and lifestyle goals, we highly recommend Sonya to anyone looking for a business coach or money mentor.