Still not sure? See my FAQs below:

What kinds of topics can we cover with Coaching?

• Just about anything and everything you can think of related to accounting, finance and strategic planning. I will help you find answers and get a plan in place to conquer your goals. 
• Here are a few of the most common topics:
  • YNAB Budget Coaching
  • Implementing Profit First 
  • Cash Flow Management Coaching
  • Developing and Executing Strategic Financial Goals
  • Risk Evaluation
• Overall, you will learn how to more effectively manage your money so that you can make more strategic decisions.
  • This is not just about budgeting though. Getting money management down is just the beginning of the financial journey. Coaching will help you build out your strategic plan and harness your money management to drive that business plan of yours forward. I can help you build your skill sets as a business owner in areas like evaluating risk and focusing on the areas that make you successful.

I'm strapped for cash! How can I afford something like this?

• Coaching can help you find money you didn’t know you had.
  • Getting control over money has helped so many realize that they can do more with the money that they currently have.
  • Being strapped for cash is often a result of a lack of clarity when making decisions. This leaves you feeling stranded as you scramble last minute to figure out how to cover financial obligations that you knew were coming but somehow don’t have the cash for them because you didn’t realize you were spending it on something else earlier on.
  • Getting accountability and support to implement the right systems will help you gain clarity and stop that feeling of always ‘bleeding’ cash. You will have the tools needed to direct your finances with greater intention saving money and time in the long run while getting you closer to your goals.

I can do it on my own. Why do I need help?

• You are an entrepreneurial go getter but if you could have done this on your own, you would have already.
  
  • If you are a small business owner and can't afford a fractional CFO it's likely that you are doing your own day to day money management and strategic planning. Coaching will provide you with the help you need to do it right, overcome obstacles, save you time and grow!

How do I know which type of coaching package I should purchase?

• Book a discovery call; I would love the opportunity to get to know you and discover the best way I can help you conquer your goals.  

How do I make time for this?

• Coaching saves you time!
  • Having the right systems in place saves you time and your finances are the life blood of your business and if you get a clot or bleed profusely your business will die. No matter how talented you are or how great you are at serving your clients, which I know you are!!
  • Access to individual help and group coaching will help you identify problem areas and get them fixed fast.
  • Direct access to me as a Certified Management Accountant and YNAB budget coach to streamline overcoming your next financial hurdle.
  • No more spinning your wheels searching for help online. Benefit from my years of experience and get targeted help to solve your current business issue. 

I already have a CPA doing my taxes and a bookkeeper. Why do I need this?

• CPAs and bookkeepers look in the "rear view mirror" at past data that has already happened. By the time you talk to your tax accountant or get the financial statements from your bookkeeper there is no ability to change what you've already done in the past.
  • Getting targeted coaching and implementing the strategies you learn is like turning on the headlights to your car. You now can see into the future to start positioning yourself for what's on the road ahead instead of looking at what just happened in the rear-view mirror.
  • Learning how to position yourself and make decisions based on what's coming up on the road ahead will allow you to set expectations on how you will perform.
  • It is only when you compare these expectations against the information provided to you by your tax accountant and bookkeeper that you will then be able to derive more meaning from the materials they give you and know how to use it for you business’ benefit. 

I don't have a bookkeeper or tax accountant. Can I still get coaching?

• Most definitely! 80% of small businesses fail due to cashflow issues. That means they just simply run out of cash.
  • The sooner you get support and implement the correct financial strategies the healthier your business will be and the more likely you will be able to succeed and last the long term!

 I am not a numbers person and I absolutely dread working with my finances.

• Money management is not about being a numbers person. It’s about being a creative and strategic thinker.
  • If you are an entrepreneur, this is actually where you shine! I can help show you how to see how your creative visionary side and the technical side of money work together so that you can have fun running your business’ finances!