Financial Coach

Take control of your finances

I see a lot of business owners who don’t understand their financial statements.  They may have a bookkeeper or someone to help keep them current and accurate, but they don’t understand what the numbers mean.  Understanding your financial statements and the status of your finances as a business owner is vital in planning for the future and meeting your goals.

As your financial coach I will help:

  • Train you on the most important financial reports for your business
  • Work with you to create a budget and cash flow forecast
  • Show you how to use your financial information to grow your business
  • Find the key performance indicators in your business and use those to track your business growth and goals

One-on-One Coaching

Meet virtually for a person coaching session.  I offer three different levels of coaching:

Financial Basics – learn the basics of financial statements and discuss tools that would be useful in your specific business.  This is a one time session that will last an hour.

Advanced Finances – we will dig deeper into your business and discuss your cash flow, margins, pricing, cash flow, and more.  This is two sessions, one hour each

Monthly Coaching – we will meet once a month for a one hour session to go over your finances.  Throughout the sessions we will discuss your budget and cash flow forecast, talk about your margins and markup, and create and check the status of your financial and general business goals.


** For Advanced Finances and Monthly Coaching you much have current financial statements that you can provide before the session**

Contact Me For Information for more information

Sign up for a Financial Coaching Session