Financial Advisory & Coaching Services

You have enough to do and don’t need to worry about the health of your financial future. Let us create a plan and clarify how you can continue to grow.

ANALYSIS OF PRIOR YEAR STATEMENTS

This is for:

Business owners who want to understand their business's financial trajectory and how to implement improvements.

What we do:

We offer a comprehensive review of your previous year's financial statements to establish a solid baseline for comparison.

We can identify trends and pinpoint improvement areas by examining past financial data, providing strategic insights that enhance financial management.

What you get:

  • Detailed analysis of the client's previous year's financial statements to provide a baseline for comparison

  • Identifying trends, areas of improvement, and strategic insights for better financial management

  • Process improvements

Cost: Starting at $500 one-time fee

MONTHLY FINANCIAL COACHING SUPPORT & GROUP COACHING PROGRAMS

This is for:

his is for micro businesses that make less than $150,000 in revenue annually.

What we do:

From market analysis to strategic planning, we provide the insights and guidance needed to navigate the competitive landscape. Regular consultations align your business with its goals, driving growth and success.

What you get:

  • Business strategy development

  • Monthly live financial advisory webinars (also recorded)

  • Resources, handbooks, templates, etc.

  • Bi-weekly Live Coffee Chats

  • WhatsApp Support

  • Regular performance consultations

Cost: Starting at $250 per month or $150 per hour

BUDGETING AND FORECASTING

This is for:

Business owners who want to plan around the future of their finances and need the most accurate data to set goals.

What we do:

By analyzing historical data and understanding trends, we help you set achievable financial goals, forecast cash flow, and adjust plans as your business evolves, ensuring sustained growth and financial stability.

What you get:

  • Annual budget creation

  • Revenue and expense forecasting

  • Financial goal setting

  • Cash flow forecasting

  • Periodic budget and forecast adjustments

Cost: Starting at $500 per month or $1,000 one-time fee

Financial Coaching & Business Consulting

This is for:

Small businesses making a minimum of $500,000 in revenue per year and want full service advisory on a continuous basis.

What we do:

Financial Business Consulting enhances financial literacy, equips you with the latest tools, and optimizes cash flow and profits. Regular check-ins ensure you're on track to meet your financial goals.

What you get:

  • Personalized financial consulting sessions

  • Financial tools and software training

  • Cash flow, profit optimization, and cost reduction strategies

  • Goal setting and progress monitoring

Cost: Starting at $1,500 per month

We’ll help you turn complex financial data into clear, actionable insights so that you can confidently make informed decisions.

Contact us today for financial coaching and advising support.

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