I am a finance coach for small businesses – especially in the professional services industries.
I specialise in programs that shift the mindset of small business owners around strategic planning and budgeting so they feel a sense of optimism for their future.
I empower them with simple tools, structures, systems and processes to become more commercially savvy and build a scalable business that will flourish and is in harmony with their lifestyle and values.
Can I afford it?
I am a professional financial analyst who is passionate about budgets, and nobody understands better than I do how important it is for you to know your financial commitment before working with me.
The good news is, you can meet me for a free 20-minute consultation first and see if you think we are a good fit.
Highly motivated to get to an outcome? I’ll give you some bake-at-home rolls so you can immediately shift your business into profit mode. No analysis, no nitty gritty money talk, just pop my ideas into the oven and enjoy delicious hot bread and butter.
- High level action items
- No numbers or complicated analysis
- Cost $197
Yeast + Water
Want to learn the basics of making bread from scratch? Frustrated that your accountant looks at you blankly when you ask them a question? The Yeast + Water package is for you. We can work through the information you already have (such as a tax return or bookkeepers reports) and I can answer any questions you have.
- The next step of understanding following a meeting with your bookkeeper or accountant
- Answer questions specifically related to your financial statements (Profit and Loss, Tax Return, Balance Sheet, Cash Flow)
- Action plan presented with areas to examine further in your own time.
- Cost of $497
Looking for someone to track your progress and keep you on track? I’M YOUR GIRL! I take all the pain out of looking at your numbers, by doing it for you and offering you suggestions and congratulations.
- Send me reports from your accounts
- I’ll review these against your budget and goals
- I’ll then send you a report with suggestions and analysis
- Cost $297 per report or $997 for 4 quarterly reports
Following that, we can start getting into the nitty-gritty. You choose a tailored package, suited to your budget, needs and goals. We will:
- work through your values, goals and financials
- analyse all strategic options you would like to explore
- present an action plan to take and work on in your own time
- create bespoke tracking files so you can monitor your progress against the action plan
- Packages start from $1247 depending on how many areas of analysis you want to examine.
The real value of this investment in looking at your business’ strategy and financial projections will unfold over the ensuing weeks and months, while you are working with me and beyond. Our goal is to support you in running a sustainable, ethical business that allows you to live a life that you love.
Want to meet?
Contact Me! I am happy to meet for a free 20-minute consultation via phone or in a café, whichever you prefer.