STRATEGIC BUSINESS COACHING
​Introductory package to assess your business and personal finances and provide immediate recommendations.
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Financial assessment - 60 min
- One working session - 45 min
- focused on building business <> personal budgets and cash flow trackers ​
- Q&A on quick action items to maximize efficiency and revenue
- Price $450
Building a financial system that works seamlessly to achieve your personal and business goals (focused on paying yourself and tax strategy).
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Financial assessment - 60 min
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Two working sessions - 45 min
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Creating 3 year business and personal forecasts
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Detailed tax strategy
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Self-employment retirement accounts
After your first package, move to ongoing support and plan maintenance.
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Quarterly check in session booked for the year, subject to change in your availability
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Updating cash flow, revenue and expense forecast and tax strategy
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Unlimited email support
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Access to google drive
Thriving in your business with the help of your financial wingwoman.
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Personalized dashboards of key metrics
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Monthly finance meetings and action items
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Reports for investors or internal team
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Thought partnership for growth