Financial Advisory for Interior Designers

Growing a design studio means making bigger decisions. Can you afford to hire another employee? How much can you safely pay yourself this month? Are you really making a profit on the projects you're taking on?

You shouldn’t have to guess. We act as an extension of your team, using your financials to help you make decisions around pricing, hiring, payroll, cash flow and growth.

When a big decision comes up, we’ll run the numbers with you first so you know what you can afford, what it will cost and what it means for your bottom line and your real life.

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This is for you if...

Does this sound familiar?

Your team is expanding. Revenue is higher than it was a year ago. But profitability still feels inconsistent and cash still feels tight.

A big project lands and you need help. But can you afford to hire someone and keep them once that project is over? Can you pay yourself more? Are you actually making money on your projects?

Here’s the problem: growth puts more pressure on your finances.

Procurement deposits tie up cash for months. Vendor relationships multiply. One pricing mistake suddenly impacts multiple projects instead of one.

You’re working more but not keeping more

You’re booking more projects, but your bank account isn’t growing.

You need to hire, but don’t know if you can afford the added payroll.

You’re hiring, but worried you can’t keep them

You’re booked up but cash still feels tight

You’re fully booked, but still stressed about making payroll and paying vendors.

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What does working with Nouvelle Financial look like?

You finally know which projects are actually worth taking, whether your pricing covers your true costs and leaves you with real profit. So you can confidently invest in growing your business. From that trip to High Point Market to your next big hire or a membership at The Collective.

The Profit Foundation

  • Improve Overall Firm Profitability

    • Monthly reconciliation of bank and credit card accounts

    • Streamlined receipt collection system

    • Reconciling client retainers & tracking payments on proposals

    • Profit First systems so you know what's yours vs what's owed to vendors

    • Integration support with your project management system (e.g. Houzz Pro, DesignFiles)

    • Monthly debriefs (custom reports + email summary only)

    • Client portal with a visual dashboard

    • Annual review call with Amelia

    • Annual GST/HST filing

    • Year-end tax package for your CPA

    Investment: Starting at $600/month

Project Profitability Suite

  • Ensure Every Project is Profitable
    Everything in Foundation, plus:

    • Project-by-project profitability tracking

    • Class and tag tracking by service type, room type, and client

    • FF&E purchasing and markup analysis

    • Unpaid bill and open PO reconciliation

    • Complete purchase order oversight to protect your margins

    • Cash-flow & spending insights to help you spot leaks and improve margins

    • Monthly debriefs (custom reports + video walkthrough)

    • Quarterly 45-minute check-in call with Amelia via Zoom

    Investment: Starting at $1,000/month

OUR ADVISORY OFFER    OUR ADVISORY OFFER   

The Strategy Suite

  • Scale & Grow the Right Way
    Everything in Project Profitability, plus:

    • Bi-Weekly Recordkeeping

    • 45-minute monthly advisory session with Amelia via Zoom

    • Monthly budget vs. actual reporting to keep you on track

    • Annual recap and budget planning meeting with Amelia

    • Annual financial presentation with charts and visuals comparing your performance to last year

    Investment: Starting at $1,500/month

    Cash Flow À La Carte

    Customized cash flow forecasts specific to design project cycles.

    • Monthly cash flow forecast $350/week

    • 13-week rolling cash flow forecast $300/week

Our Signature Process

We do for your finances what you do for your clients’ spaces.

We take the complexity of project-based income, FF&E purchasing and client payments and turn it into clear financials picture you can actually use to make strategic business decisions.

Our  Process

How it works

Here’s our smooth, step-by-step process to get your books in order, because your beautiful work deserves profitable systems to match.

  • You already know us—now it’s our turn to learn about you, your business, and your goals.

  • We’ll walk through your current setup, identify where support is needed, and ensure we’re the right strategic fit.

  • Sign your proposal, complete your initial payment, and join us for a 60-minute onboarding call to kick things off.

  • Advice is only as good as your numbers, so we start with your books. Over the first 30–90 days, we clean up and catch up your financials and send you monthly summaries so you can see what's actually happening.

    Then we hop on a Zoom call to map out the next 12 months and build a financial plan that gives every dollar a job, ensuring your money is working for you in the best way possible.

  • You'll always know how your business is doing. Your books are updated bi-weekly, so you keep a pulse on your business all month with interactive reports in your client portal.

    Every month you get budget vs. actual reports. Then we meet to plan, pivot, and answer the questions like: How much can I safely pay myself? Can I afford to hire? How much cash do I truly have available?

    At the end of the year, you get an annual financial presentation that shows how far you've come compared to last year, in charts you'll actually understand.

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  • "We finally have a system that actually works, and it’s made running the business easier."

    Amelia stepped in and rebuilt how we handle our finances from the ground up. She fixed what wasn’t working, set up routines that save us so much time, and found money we were missing. Our day-to-day feels lighter and more organized now.

    - NOURA SAKKIJHA

  • "Amelia made even the most overwhelming process easy to understand."

    Every financial detail was reviewed with thoughtful recommendations and Amelia made an overwhelming process completely understandable while making sure I felt confident every step of the way. Diving into the financial health of my business isn’t always fun. But working with Amelia reassured me that I was in the hands of someone truly knowledgeable and caring.

    - ERIN SISKO.

  • "I have been able to express my needs and questions openly and without shame or judgment!"

    Transitioning to an incorporated business has been many learning curves. Amelia has been able to support me in understanding the finances of this transition. She has empowered me by providing information, organization, and accountability as I continue to grow my business. Amelia’s approach is knowledgeable, enthusiastic, and she is dedicated to providing a thorough service

    - JACQUELINE THIBODEAU.

  • "I appreciate making the decision to work with Amelia & can’t wait to see can't wait to see what's ahead."

    I’ve always considered myself ‘bad with money,’ and as a business owner that belief was holding me back. Before working with Amelia, I had little clarity on my finances, but she has been a knowledgeable, supportive guide who teaches rather than just tells. Now my business is nearly fully on track, I’ve learned so much, and I’m confidently planning ahead. I highly recommend Amelia, especially if you don’t consider yourself a numbers person!

    - JULIANNA HARRY.

  • "Nouvelle is genuinely invested in her clients and their businesses thriving!"

    As a small business owner in a creative field, working with Nouvelle has been a game-changer. Amelia is thorough, adaptable, and genuinely invested in helping our business thrive. She set up systems that actually make bookkeeping simple and keeps us informed every step of the way.

    — GEORGIE RUSSELL.

  • "I feel more confident in where my business is actually at financially with you at my side."

    I’m by no means a numbers gal, so I was long overdue for bookkeeping support in my creative business. Amelia not only helped me implement the right tech and tackle tasks I’d been avoiding, but she’s also incredibly approachable. She explains everything in a way I can understand, and I love having someone I trust to reassure me I’m doing things correctly!

    — ELIZABETH VERWEY.

QUESTIONS?
We have answers.

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  • What does the investment look like for advisory services?

    The right accounting partner should provide more than completed books. They should provide future-focused financial strategy so you can confidently step into your CEO role, make better decisions, and lead your business forward.

    For firms looking for that level of support, the investment starts at $1,500/month.

  • What challenges are unique to interior design businesses?

    Interior design firms have a unique financial setup because you’re juggling creative services and product procurement. It can be hard to know how much cash is truly yours to spend, what’s committed to vendors, whether your projects are actually profitable, and how much you can comfortably pay yourself.

  • How do we communicate?

    You’re never left to figure things out on your own. You’ll have direct email access to your financial team, plus a dedicated client portal where you can securely access your financials, ask questions, and keep everything you need in one place.

    You’ll also have direct access to Amelia via Voxer when you have a question, need clarification, or want to talk through a decision.

  • What accounting software do you use?

    We exclusively work with QuickBooks Online because it’s the standard accounting software for interior design businesses. Its project tracking and integrations with tools like Houzz Pro and DesignFiles help you see exactly how each project is performing.

  • I'm behind on my books. Can you still help me?

    Yes. We’ll meet you where you are, clean up what needs fixing, and get your books organized and set up properly going forward. You’ll have a clear financial foundation built around your interior design business, so you can actually trust your numbers when making decisions.

  • Bookkeeper vs CPA: who does what?

    Your bookkeeper keeps a pulse on your finances and project profitability month over month. Your CPA files your taxes. We work alongside your CPA to make sure everything is organized and tax-ready, so there are no surprises. You get two professionals doing what they do best, with two sets of eyes on your finances.

  • What happens when it’s time to file taxes?

    We don’t file your taxes, but we work directly with your CPA to make sure your books are organized, accurate, and tax-ready. Each year, we prepare a comprehensive tax package for your CPA and coordinate with them directly, so tax season is smooth, organized, and stress-free.