Strategic Planning Session for IT company

We had the opportunity to work with Anastasia as an external consultant at a key moment in the development of our SEO agency. Her involvement was a strategically important step.

Her main focus was on analyzing the agency's financial system, P&L structure, budgeting process, and overall operational maturity. She conducted an in-depth audit of the financial model, identified weaknesses in revenue planning, project estimation, and offered specific, actionable solutions.

Thanks to her recommendations, we:

Have established a clear and adaptive P&L structure for each business line.

Have started thinking differently about profitability and reinvestment, based not on intuition, but on accurate data.

We have streamlined the planning process: from monthly budgeting to an hourly model of team costs and the ROI of our services.

In addition to finances, Anastasia also provided us with valuable feedback on our structure, internal processes, and even the product line we are developing. She has a unique combination of strategic vision and deep understanding of operational details.

As a consultant, Anastasiia did not just "check the documents," but immersed herself in our activities and helped us think more broadly: as a mature service business, not just as a team with a few clients.

We sincerely recommend Anastasiia to those who want to improve their financial model, put their operations in order, and create a stable basis for scaling.

Working with Have a Plan Consulting — and with Anastasiia personally — was a turning point in how we manage financial planning and operational decision-making.
As we started thinking about scaling, we realized how little visibility we had into our actual financials — profitability, ROI on lead gen, even how much the company had earned over the past years.
Everything was running, but it wasn’t clear what was working.

Anastasiia helped us restructure our P&L, consolidate all financial data, and build tools to track cashflow, ROI, and margins. We improved our reports, made faster monthly decisions, and aligned our finances with long-term goals.
She worked fast, with clarity and deep expertise. Highly recommend.

Anastasia helped me bring clarity and structure to my work and business processes. Her ability to set priorities and translate strategy into practical solutions made me more focused and effective. She has a rare talent for combining strategic vision with hands-on guidance, which makes working with her both inspiring and productive. Anastasia delivers results quickly, while also creating systems that are sustainable in the long term. I highly recommend her as a consultant for anyone looking to improve efficiency and achieve meaningful progress.

Anastasia's consultancy on financial and operations management has been of great help for Betoola. We did a series of online calls, as a result of which we synthesized our old spreadsheet-based systems and Anastasia's suggested ones and created a new, better system — still spreadsheets (which I love) but much clearer and usable.

Furthermore, Anastasia helped me and my colleagues by providing a second opinion on how we formulate our value proposition, and also shared her experience in sales and marketing for small IT businesses. I really loved that we share the same values, too. Thanks a lot!

I recommend Anastasiia as a COO consultant. She helped to improve the process with the offering we provide. Validate the ICP and pain points we face in our sales cycle. Furthermore, she reviewed our P&L and provided a strategic overview.

I had the pleasure of working with Anastasia as my mentor for three months.

I reached out to her when I felt I had hit a ceiling in my career. Together, we created a clear development plan and held weekly calls.
Anastasia guided me through all the essential basics of how to run a strategic session in a company. She supported me at every step — from preparation to presenting ideas to the board, facilitating the session itself, and helping me summarize the results and refine the company’s annual plan.

Anastasia was always available and provided strong support beyond the main tasks. She frequently shared additional learning materials, which gave me even broader perspective and tools for growth.

I highly recommend Anastasia as a mentor.