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.