Margini — Book a Consultation

Step 1 of 4

Tell us about your store

This helps us understand your business before the call

Your Name *

Store Name *

Email Address *

WhatsApp / Phone

City & Country *

Store Type *

Years in Business

Estimated Monthly Revenue

Do you currently use any financial tracking tools?

No tools

I track in my head or a notebook

Basic (Excel/paper)

Some tracking but not consistent

Margini (any pack)

Already using a Margini spreadsheet

Other software

QuickBooks, Wave, Xero, or similar

Step 2 of 4

What are your biggest challenges?

Select all that apply — be honest, this helps us prepare for your session

💰 I don't know if I'm making a profit

Revenue is coming in but I can't tell if it's enough after all costs

🏷️ I'm not sure if I'm pricing correctly

I might be selling products below what they cost me to source

💸 Cash flow is unpredictable

I run out of cash before the end of the month or can't predict what I'll have

📦 Inventory is out of control

Too much of some things, running out of others, not sure what to order

📋 Tax and record-keeping

I have no organised records and I'm worried about tax time

📈 I want to grow but don't know how

I need a plan — should I expand, hire, open another location?

Describe your biggest financial challenge in your own words

What would success look like for you after working with Margini?

Step 3 of 4 — Your Needs Assessment

Here is our honest assessment

Step 4 of 4

Choose your session and time

All sessions are conducted via Google Meet or Zoom

Session Type *

Clarity Call — $150

60 minutes · one-off

Full financial snapshot, pricing check, cash flow assessment, and action plan. Best for first-time clients.

Starter Retainer — $200/month

1 session/month + written notes

Monthly review of your Margini data. Action points after every session. Cancel with 14 days notice.

Growth Retainer — $300/month

2 sessions/month + priority support

Fortnightly check-ins, full financial review, cash flow planning, and quarterly goal setting.

Preferred days *

Weekday morning

Mon – Fri, 9am – 12pm

Weekday afternoon

Mon – Fri, 12pm – 5pm

Weekday evening

Mon – Fri, after 5pm

Weekend

Saturday or Sunday

Your timezone *

Anything else you want me to know before the session?

How did you find Margini?

📅 Response Time: We will confirm your booking within 3 business days. You will receive a Google Meet or Zoom link with your confirmation email.

✅

Booking Request Received!

Thank you, . We have received your consultation request for .

We will review your assessment and confirm your session within 3 business days. You will receive a confirmation email at with your meeting link.

Session type—

Preferred times—

Timezone—

Assessment score—

Recommended package—

Questions? Email us at hello@marginifinancial.com

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⚠️ Margini Financial provides financial education and advisory services. Sessions do not constitute regulated accounting, legal, or investment advice. Always consult a licensed professional for regulated financial matters.

Book a Consultation with Margini