v You are ready to take your business to the next level, but HOW?

v You’re ready to tackle the strategic side of financial reports, but not sure where to start.

v You want guidance, but can’t afford a full time CFO, accountant, or financial analyst to help you create your business’ budgets, forecasts, and strategic plans!

I can help you with all of these issues with my expert 1-on-1 guidance and support!

Here’s a glimpse of what you will receive:

 I’ll work with you to give you the basic tools that most mid-size and large companies use to review their current financial story, but also to create the future.  I believe this is the most important aspect of working “on your business” – what does your business’ future look like?  We will go beyond the basic finance statements, and work on your “forward thinking” statements (i.e. the future) that are also needed for your company.

Mid-size and large companies hire accountants, financial analysts, and CFO’s to help determine their company’s current financial situation as well as where it is going.  For a small business owner, the costs of these positions, while important, are usually cost prohibitive. I’ve created this coaching program to give you the basic tools larger companies use to create the “forward looking” financial reports they use on a regular basis to keep their companies moving forward.

This program will start with a thorough understanding of your current financial story.  We will then tackle the more difficult financial statements, such as forecasts, budgets, and strategic plans (oh my!).  We will work one-on-one so that you understand what information you should be looking at monthly as well as why you should be looking at this information.

What’s Included:

  • Twelve (12) custom-tailored, one on one sessions – held online over a 4-month period
  • Monthly review of your business’ current financial story
  • Creation of your business’ future financial story including budgets, forecasts, and 3 year strategic plan
  • Custom made worksheets to help clarify your financial vision

Our One on One calls are going to give you the tools, support and accountability you need to grow your business and far-exceed your expectations!

Your Investment in Yourself and Your Business:

$5,000 USD

2 spots are available at this investment before it increases to $5,500 USD.

Click this link to schedule your call!

When you book your call, please choose the earliest possible time/date you are available to secure a spot in the mentorship before the investment increases.

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