Financial Management & Strategy 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 – 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:
- Pay yourself what you need to feel financially secure
- Hire the right team members to support you and create a working environment they love
- Feel valued by your customers and clients, motivated to provide them with exceptional products and services
- 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!
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
Monthly Bookkeeping and Financial Reporting
Budgeting and Forecasting
Pricing Strategy
Business Planning & Growth
Managing Cash Flow
Ways We Can Work Together:
Financial Management Services
Financial Management Services
Accurate and reliable bookkeeping is the foundation of understanding your business’s financial health. But clean books aren’t enough. You need to know what the numbers mean and how to use them.
Financial management services include monthly bookkeeping and financial reports, as well as interpretation of these reports and offering insight and strategies to help you make better decisions in the future.
In addition to monthly bookkeeping and reporting, you’ll get budgeting and financial forecasts, helping you plan for the ebbs and flows in your business.
We’ll have quarterly strategy meetings to ensure that you are always up-to-date on managing your finances, aligning with your budget, and making decisions for future growth.
You can learn more about the process, here. To get started, book your free consultation today.
Every business is different, with unique needs and goals. Please schedule a free consultation for a custom proposal specific to your business needs and budget.
These services are never “one-size-fits-all,” instead they are customized to your specific needs. Meetings can be held more or less often depending on your preference and all reports are custom-designed to highlight the information that is most important to you.
Strategy Sessions
Strategic Coaching Session
Do you have financial or business challenges that need a fresh perspective? In this 1-hour coaching session, you’ll get personalized, expert advice based on your specific needs and goals. Whether you want to fine-tune your pricing, improve profitability, or get clarity on your next steps, this session is your chance to ask anything and get actionable answers.
Duration: One-Hour
$225
Pricing Strategy Session
Do you struggle to price your services in a way that reflects your value and attracts your ideal clients? In this 2-hour Pricing Strategy Session, we’ll work together to create pricing that feels right, attracts the clients you want, and supports your financial and business goals.
Duration: 2 hours + Pre-Session Work
$450+
Includes: Pre-session questionnaire and 2-hour session (via Zoom). Please note this session is for service-based businesses only.
To make sure your new pricing is delivering the results you want, I also offer a 60-minute follow-up session. The follow-up session is all about reviewing your progress, analyzing the impact of your new pricing, and mapping out next steps to keep building momentum in your business. It’s the perfect way to ensure your pricing evolves with your business and remains a powerful tool for growth.
Book your Pricing Strategy Session today for $450 and add an optional follow-up session for just $200 to ensure you stay on track and see results.
Financial Assessments
Financial Health Assessment
Establishing a solid financial foundation is crucial for a small business’s success and stability. A Financial Health Assessment will help you better understand your current financial state and address areas that need attention. Overall, you’ll obtain a clear financial picture of your business and recommended strategies to help you make informed decisions for improvement and future success.
Please schedule a free consultation for a custom proposal specific to your business needs.
Year-End Financial Review
Get your books ready for tax season! This service provides you with an opportunity to have your books reviewed before handing them off to your tax accountant. Upon review, recommendations will be made to ensure better, cleaner financial reports as you prepare for tax season.
Please schedule a free consultation for a custom proposal specific to your business needs.
free download
Get a FREE Copy of my
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.
