BRING CLARITY TO YOUR BUSINESS FINANCES
And you’re rocking it!
So why do you feel like you’re running in circles?
You do all the things to make money – networking, social media, website, sales calls, and serving your clients! But you’re winging it when it comes to managing the money you already made.
Stop living with financial uncertainty in your business. Let’s put an end to feeling:
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- Puzzled by financial jargon and business financial reporting. How do you read your Profit & Loss, Balance Sheet, and what exactly is cash flow?
- Confused on what to do with your revenue. How much should you save for taxes? What does it cost to run your business? How much is safe to take home?
- Stuck trying to decide if you can afford to hire a virtual assistant or join that business mastermind.
- Frustrated because you can’t seem to separate personal and business spending.
- Like an imposter because people see your business growing and believe in your success, but it feels like a house of cards.
BUSINESS FINANCES DON’T HAVE TO FEEL COMPLEX
I can show you how to organize your business finances so that you can…
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- Be empowered by your business money management and financial statements
- Take a consistent paycheck or owner’s draw from your business to pay for your personal life
- Get excited to talk about cash flow and how to use your sales income
- Build a cash reserve to keep your business operating during slow months
- Be confident making financial decisions and future business plans
- Take a bonus draw from your business every quarter just like large corporations
You can go from confused, overwhelmed, and anxious about your business finances to optimistic and excited.
PRICING
Proven Business Financial Coaching Process
Business Financial Focus SessionMost Popular
$ 950
one time investment to get startedTackle immediate concerns and produce initial plans with an intensive financial coaching session.
- Create an account strategy aligned with business operations and goals
- Prepare an initial cash flow budget and debt repayment plan
- Receive a bookkeeping diagnostic review with recommended changes
- Walk away with tactical steps toward immediate goals
*Focus Session includes a 2 hour one-on-one coaching session and a 60 minute follow-up meeting scheduled about two weeks later.
Get StartedBusiness Financial Success CoachingMost Popular
$ 1200
per month for six month commitment, then cancel any timeTurn great earnings into smart savings. Learn financial essentials and create your future through this program.
- Financial account strategy aligned with business operations and goals
- Cash flow forecasting for operations, owner pay, and taxes
- Plans to drive revenue, improve profitability, and increase cash flow
- Accountability for completing quarterly goals and tactical action items
*Coaching Program includes 60 minute one-on-one coaching sessions twice monthly for a minimum of six months. Text and email support included with service.
Get StartedBOUNDARIES & EXPECTATIONS
Trust and Transparency Guidelines
As your Financial Coach I agree to be honest with a you even when it is not what you want to hear. I will set up and analyze a budget for you based on your specific income and expenses. Coaches are meant to help clients establish short- and long-term goals pertaining to finances; and come up with a plan to help clients reach those goals. This is what I’ll do for you.
As a client, you are expected to come prepared with requested information, and to take action on agreed upon tasks. You own full responsibility and accountability of the plans we create to reach your goals. You must be ready to make necessary sacrifices to have success. You are encouraged to contact me for help with finding financial answers or making financial decisions.
Financial coaching is designed to teach you best practices of personal and small business finance. Coaching is not for giving legal, accounting, investing or other professional advice. If your situation needs services more than what a financial coach is legally able to provide, you must seek those services from an appropriately licensed legal, accounting, or investment professional. If these questions arise during our sessions, I’ll help arm you with the information you need to seek out those services with confidence.
When you sign up for the Business Financial Success Coaching, we will meet between every other week to once a month via Zoom. Each session is for 60 minutes and you receive 12 sessions. For most clients, meeting every other week is optimal. During the coaching program, you will have unlimited email access so that questions don’t have to wait in between meetings. Google Drive is used to share spending and savings plans as well as coaching exercises. Meeting notes are emailed out and capture action items and the agenda for our next session.
Similarly the Business Financial Focus Session is scheduled by you for a 2 1/2 hour Zoom session. Materials prepared ahead of the meeting will be shared via Google Drive.
Through these sessions and tools, you will gain financial clarity, understand your money blind spots, and begin making positive changes.
Picture It Personal Finance LLC will keep all facts revealed, the nature and content of discussions, and any documents provided or generated per coaching services 100% confidential. Information will only be reveal upon receipt of a written authorization with verifiable instructions from you expressing exactly what can be revealed. Personal information used for marketing (i.e. testimonials) will only be shared with your written approval.
TESTIMONIALS
