Services for business owners

Financial Coaching

Individual sessions for the business owner 

Delivered online via Zoom

Coaching sessions on topics decided by the client. Examples include but are not limited to:

    • Money personality and financial implications for the business
    • Personal values and expectations
    • Setting & achieving business financial goals
    • Money mindset – beliefs and impact on the business

Business Financial Consulting

Individual or group sessions Delivered online via Zoom

A package of 6 sessions comprising of 2 coaching sessions for the business owner & 4 financial consulting sessions.

Topics  chosen on a bespoke basis & include but are not limited to: 

  • Cashflow projection
  • P&L projection
  • Business plan overview with SWOT
  • Profitability analysis
  • Setting & measuring business KPIs
  • Pricing psychology & practicalities

Financial Strategy Consulting

Individual or group sessions Delivered online via Zoom

 

Services delivered on a retainer basis for existing or previous clients only.

Examples of work include but are not limited to:

 

  • Financial and predictive analysis
  • Scenario analysis & implications
  • Growth strategy – expansion and scaling

Please note that coaching and consulting packages are a 4-figure investment and the minimum commitment is 3 sessions. 

Services can be combined on a mix and match basis, depending on your needs and circumstances. 

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