Financial Coaching Services for Small Businesses

The Strategies and Support Your Need to Move Forward with Confidence

Empowering Your Finances, Elevating Your Life

Together, we’ll gain a clear financial picture of your business’s current state and its potential for the future. We’ll create and implement strategies to create that future – including boosting revenue and profitability, allowing you to finally reap the rewards you’ve worked so hard for.

Yet, money is merely a tool. Our true goal is to help you achieve what really matters to you: time for the things you love, the freedom to live life on your own terms, a sense of security, and the joy that comes from living fully.

Let's work together

…so you can build a business that consistently provides the financial support you need for the things you want, such as:

  • Plenty of money to pay yourself what you desire
  • Hire the right team members to support you and create a working environment they love
  • Feel valued by your clients and motivated to provide them with exceptional service
  • Feel confident knowing that you can take time away from your business without impacting your revenue
  • Enjoy your business the way you’ve always envisioned you would!

I’m committed to getting you results, helping you achieve your goals, and building a business that thrives!

"I can say with absolute certainty that the greatest decision I’ve made for my business thus far has been hiring Kim. Working with Kim keeps me consistently inspired, motivated, and excited. I am now breaking through into meeting goals that I never imagined I could, and I owe this to her."
Marisa Fanelli
Healing Point Therapeutics
Every Business is Different, Every Owner Unique

I take the time to get to know you and your business and customize a plan that’s just for you. I combine your goals and needs with financial data and analysis to make thoughtful, practical, and strategic recommendations for you to move forward with confidence.

I Work With You In:

Financial Goals and Profitability

Budgeting and Forecasting


Hiring and Team Growth

Product/Service Development

Managing Cash Flow

Ways We Can Work Together:

Strategy Sessions

Strategic Coaching Session

Receive personalized coaching and guidance to ensure that your business goals are aligned with your long-term vision and that your current efforts are leading you in the right direction to achieve those goals. In this one-hour session, you will receive expert guidance on navigating challenges and gaining clarity on goals, enabling you to focus your efforts on what truly matters most for success.

Duration: One-Hour

Revenue Strategy Session

Gain a holistic view of your business’s revenue potential that goes beyond pricing strategies alone. We’ll analyze your current revenue streams, identify market opportunities, and align strategic business goals to create a custom roadmap to propel your business forward. In this half-day session, we go beyond the surface, delving into specific business strategies aimed at increasing revenue, improving operations, and achieving sustainable growth. You’ll receive tailored solutions to your business challenges and insight to help you achieve small business success.

Duration: 1/2 Day (3 hours) + Pre-Session Work

Includes: Pre-session questionnaire and 3-hour session over Zoom.

Financial Coaching
lady writing in journal on chair

Strategic Financial Coaching

Owning a small business can keep you up at night – you’re busy, overwhelmed, and immersed in daily operations. It’s challenging to see the path toward increased revenue and sustainable growth.

I specialize in maximizing your profit by crafting a personalized financial strategy, improving operations, and ensuring your services align with your market’s values and expectations.

My coaching services cater to small business owners who find it challenging to balance managing and working in their business while also trying to achieve their financial goals and are ready for external support.

I provide you with the knowledge, tools, and guidance needed to make decisions confidently and implement changes essential for boosting your business’s profitability and impact.

During our initial kickoff meeting, we delve into your business, exploring your goals and challenges. We will discuss your operations, finances, offerings, and your market.

This is followed by a comprehensive financial analysis of your business, including a review of financial statements, current pricing, costs, and expected sales.

Once I have a full understanding of your business, I will begin making specific recommendations for improvement and to generate results. We will create a strategic plan for your business based on your needs and goals. 

Over the next six months, I will provide dedicated support to help you implement this plan and address any ongoing challenges you may encounter. We will continuously review and revise the plan to optimize results.

Our work together focuses on both overall business strategy and day-to-day problem-solving.  In addition to our meetings, you’ll have access to me through email and Voxer support throughout this process.

Every business is different, with unique needs and goals. Please schedule a Discovery Call for a custom proposal specific to your business needs and budget. 

Coaching plans may include creating budgets, sales projections, profit analysis, or pricing scenarios, as relevant to the engagement. This will be provided for you in a Financial Workbook, created specifically for your business. These services are often a necessary component of data-driven decision-making and are included in the coaching proposal package. 

Working with Kim has been great. She was instrumental in helping me to streamline processes, improve back end systems, and think differently about revenue. She is incredibly responsive to questions, and is a great thought partner when it comes to brainstorming different ways to approach a situation. I would highly recommend working with Kim.
Sarah Mann
Sarah Mann, SPHR, SHRM-SCP, Spark HR Consulting
As a graphic designer and especially an illustrator, it's been hard to find applicable financial guidance that encompasses all the work I enjoy doing. I was impressed with the way Kim understood and expanded my own view of my business. I walked away from our revenue strategy session with an empowered understanding of my pricing, a more aligned direction for my business, and a sense of ease in knowing that I can support a full life doing the work I love.
Kaitlyn Ripaldi, YellowLeaf Design
As a small business owner, it is hard to do it all. Partnering with Kim has been one of the best investments I have ever made. We got right down to business and moved the needle in a fraction of the time (and with far superior results!) than I ever imagined. I had been putting this work off, expecting it to be grueling for a creative like me. With Kim by my side, it was actually fun!
Mary Lou Andre, Dressing Well
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5-Step Pricing Guide

This 5-step guide is designed to help you increase your rates, strategically and thoughtfully, so that you can be successful at implementing them with current clients, and future clients as well.

"As a business owner, you are always growing with your business, so while one month I may feel steady, the next month I am doing something totally new that I’ve never done before. Kim is my anchor that I can always count on to give me feedback and guidance that ultimately strengthens my business and enhances my business – and therefore my life, as a whole."
- Caitlin Carey, popevent

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