The 2026 Financial Reset For Consulting Firms: What You Must Fix Before Q1 Slips Away

Date: January 15, 2026 | Time: 12:00 PM EST

The 2026 Financial Reset for Consulting Firms

A free virtual masterclass for consulting firms that need to regain control of cash flow, profit, and financial direction before the first quarter gets away from them.

STARTS IN

The 2026 Financial Reset for Consulting Firms is a direct and actionable virtual live class that will help established consulting firm owners get their numbers organized, identify early financial risks, and set the right financial and business priorities for the year.

It is designed to help you course correct quickly so that you lead 2026 with clarity and avoid costly money missteps.

You will walk away with a clear understanding of your current financial position and the immediate steps needed to protect profitability and stabilize cash flow.

WHO THIS MASTERCLASS IS FOR?

This masterclass is for consulting firm owners who:

  • Started the year without a complete financial plan

  • Have revenue coming in but cannot clearly see profit

  • Are unsure what the business can spend, save, or reinvest

  • Have not completed a financial baseline for the new year

  • Want clarity fast so Q1 does not turn into a repeat of last year

WHAT YOU WILL LEARN

By the end of this masterclass you will know:

  • The top three Q1 financial mistakes consulting firms make by late January

  • The weekly numbers you must monitor to stay profitable in Q1

  • How to uncover and stop hidden cash leaks

  • What to prioritize for taxes, cash flow, and expenses right now

  • How to quickly get your numbers organized so you know exactly where your business stands

WHAT YOU WILL RECEIVE

You will receive direct, actionable financial guidance designed specifically for established consulting firms, including:

  • A clear breakdown of the financial corrections to make before Q1 slips away

  • Practical steps to strengthen cash flow and tighten your financial foundation

  • A Financial Reset Checklist that outlines exactly what to review and correct

  • A short diagnostic that identifies your biggest financial risk in 2026

  • A simple cash flow visibility template that helps you see where your money stands at a glance

If your financial systems, numbers, and strategy still feel unclear, scattered, or reactive, you are already losing profit. This masterclass will correct the issues that consulting firms usually ignore until it is too late to recover.

YOUR HOST

Dr. Octavia Conner

Virtual CFO for Consulting Firms

This masterclass is conducted by Dr. Octavia Conner, an award winning Virtual CFO recognized for helping established consulting firms eliminate financial confusion and protect profitability. She brings deep expertise in financial strategy, cash flow stabilization, and executive level decision support for firms earning $500K to 5 million annually.

Dr. Conner is known for delivering clear, practical guidance that strengthens financial systems and supports long term growth.

Date: January 15, 2026 | Time: 12:00 PM EST

The 2026 Financial Reset for Consulting Firms

A free virtual masterclass for consulting firms earning 500K to 5M that need to regain control of cash flow, profit, and financial direction before the first quarter gets away from them.

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