Case
Study
Helping Lindsey White of Magenta Strategies Build Financial Clarity for Sustainable Growth
Client: Lindsey White, Founder of Magenta Strategies
SERVICE: Business Financial Consulting
The Challenge:
When Lindsey White came to me, her business was growing, but her financial systems hadn’t grown with it. While she tracked incoming payments and client revenue well, there was no clear structure for understanding expenses, processing fees, or overall financial health.
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Reviewing bank statements month by month wasn’t sustainable, and like many business owners, Lindsey felt stress around financial decisions, especially taxes. She knew enough to feel uncertain and didn’t want to risk making an expensive mistake.
The Approach
We focused first on creating organization and visibility. I helped Lindsey put systems in place so she could clearly see how her business was performing each month and understand where her money was going. This gave us the ability to find and stop money leaks and better financing opportunities.
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From there, we shifted into strategic planning—using her numbers to support smarter decisions around growth, tax minimizing strategies, retirement savings, financing, investments, and future hiring. Instead of reacting to financial questions as they came up, Lindsey gained a proactive plan that supported where she wanted her business to go.
The Results
With clear systems and ongoing support, Lindsey no longer felt the need to worry about her finances or force herself to understand every detail. She gained confidence knowing her numbers were handled correctly and that she had a trusted partner guiding her through both routine and complex financial situations.
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One particularly impactful moment came during a year when Lindsey worried she might owe a large tax payment after taking money out of her business. We walked through her numbers and what her taxes would be based from—giving her immediate relief and confidence in her financial position.
As a result, Lindsey gained:
The bottom line
By building a solid financial foundation and a clear growth strategy, Lindsey was able to step fully into her role as CEO, knowing her business finances were organized, supported, and prepared for the future.
“Working with Shari completely changed how I feel about my business finances. I don’t worry about them anymore because I know everything is organized and handled correctly. Even when I don’t understand the details, I trust that Shari does—and that confidence gives me so much peace of mind. I truly can’t imagine running my business without her support.”
LINDSEY WHITE, MAGENTA STRATEGIES
