Financial Advisory for Interior Designers

Growing a design studio means making lots of impactful financial decisions. And as the CEO, there’s a lot of pressure to make the “right” choices—like knowing if you can actually afford to hire a senior designer and keep them on payroll once the project is done.

The Financial Advisory Package was created to help you go from seeing every investment as a leap of faith to feeling completely confident about how you’re using your money.

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This is for you if...

Does this sound familiar?

You are at the stage of growth where revenue is climbing and design projects are getting bigger…but cash still feels tight. 

The team is expanding, revenue is higher than it was a year ago, but profitability still feels inconsistent, and you’re still asking the same question: "Are we actually making money on these projects?"

Here's the problem: Growth creates pressure quickly.

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

Revenue without  profit

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

Guesswork decisions

You're making business decisions based on gut feelings not real data.

Cash flow stress

Anxiety about payroll or paying vendors despite having a full client roster.

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What does financial advisory with Nouvelle Financial look like?

You finally focus on projects that actually make you money, price your services confidently knowing your true costs, and optimize your pricing strategy for maximum profitability—so you can scale sustainably, make business decisions with clarity, and finally build the studio you’ve been working so hard for.

Forecasting & Budgeting

    • Monthly budgeting and forecasting so you can make strategic financial decisions and business investments to maximize profit and plan for the future

    • Monthly Budget vs Actual report to ensure you're staying on track for your goals

Cash Flow Projections

    • Plan for growth without the feast-or-famine cash flow cycles.

    • Maintain healthy cash reserves with customized forecasts specific to design project cycles so you can avoid cash crunches.

    • With rolling weekly cash flow monitoring, you’ll see exactly where your cash is going and when it's getting tight—before making major business investments.

Pricing & Profitability Analysis

    • We make sure your pricing strategy supports both your creative vision and financial goals with comprehensive reviews of pricing structure and markup strategies.

    • We break down your profitability by client, project, or service type and give you a clear picture of your time investment, material costs, and revenue for each component to protect your bottom line.

KPIs & Financial Coaching

    • Track the metrics that actually matter with custom dashboards monitoring your revenue per square foot, average project value, and client acquisition costs.

    • Gain financial knowledge specific to design businesses through customized training on understanding your statements, pricing strategies, and profit optimization.

The Process

How it works

Here’s our smooth, step-by-step process to get your books in order because your beautiful work deserves financial systems that actually support it, not work against it.

  • Tell us where you’re struggling and we’ll tell you how we can help. We’ll chat about your goals, what’s going well, and where there’s room for improvement. Together, we'll identify the right next steps for your business.

  • If we're a good fit, you'll receive a custom proposal outlining our recommended services, along with your contract and deposit invoice. Once everything is signed, you'll complete our new client questionnaire and schedule your onboarding call.

  • We'll connect your bank accounts, integrate QuickBooks with your project management system (Honeybook, Houzz Pro, DesignFiles), build a custom Chart of Accounts tailored to your design business, and set up reports that give you a clear picture of where your money comes from, where it goes, and what you're actually keeping.

  • We’ll review your current financial situation, fix any bookkeeping issues we find, help you understand your new custom reports, and set you up with proper project profit tracking.

  • We put our expertise into gear and take everything off your plate. Each month you’ll get clear reports so you understand what’s happening in your business, plus ongoing support to answer any questions.

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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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  • How much does advisory cost?

    Every interior design business is unique, which is why we customize our advisory services. From a standalone cash flow forecast to our highest level of support, we’ll build a solution that fits your specific goals.

  • How do we communicate?

    You'll have access to a dedicated client portal with built-in chat and unlimited email support. Financial Advisory clients receive 1:1 Voxer access to Amelia for personalized support (and to celebrate wins, big or small!).

  • 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 exactly where you are, clean up what needs to be fixed, and get your books organized and set up properly going forward so you have a clear financial foundation.

  • 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.

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

    We don’t file your taxes, but we make sure your books are organized and ready for your CPA. Each year, we hold a review call to prepare everything so tax season is smooth, organized, and stress-free.