Small Business Finance Freedom: Ditch the Stress, Take Control

Sonia Polius

(0)

Starting at

$

1,600

About this service

Summary

My Small Business Financial Coaching goes beyond basic advice. I provide personalized roadmaps to financial success, with monthly coaching to ensure you stay on track.
Here's what makes the difference:
Hands-on approach: We'll work together to optimize revenue, manage expenses, and build a strong financial foundation.
Tailored guidance: Your business is unique, and so is your coaching plan.
Empowerment: My goal is to equip you with the knowledge and resources you need to make confident financial decisions, now and in the future.

Process

1. Initial Consultation:
• We begin with a complimentary initial consultation to discuss your business, financial goals, and challenges.
• During this session, we'll outline the scope of the coaching engagement and assess whether my services align with your needs.
2. Assessment and Goal Setting:
• Next, we conduct a comprehensive assessment of your current financial situation, including income, expenses, cash flow, debt, and financial goals.
• Based on this assessment, we collaborate to set clear, achievable financial goals for your business.
3. Financial Strategy Development:
• Using the information gathered from the assessment, I develop a personalized financial strategy tailored to your business needs and goals.
• This strategy will include specific action steps to optimize revenue, manage expenses, improve cash flow, and achieve your financial objectives.
4. Coaching Sessions:
• We schedule regular coaching sessions (typically monthly) to review progress, address challenges, and adjust strategies as needed.
• These sessions provide ongoing support, accountability, and guidance to keep you on track towards your financial goals.
5. Tools and Resources:
• Throughout the coaching engagement, I provide practical tools and resources to support your financial journey.
• This may include budgeting templates, cash flow management tools, recommended software, and other resources to help you implement and maintain your financial strategy.
6. Financial Analysis and Reporting:
• I conduct regular financial analysis to track key metrics and assess performance.
• This may involve reviewing profit and loss statements, balance sheets, and other financial reports to identify trends, areas for improvement, and opportunities for growth.
7. Tax Planning and Optimization:
• I offer guidance on tax planning strategies to minimize tax liabilities and maximize tax savings for your small business.
• This may include advice on deductions, credits, compliance, and structuring transactions to optimize tax efficiency.
8. Ongoing Support:
• In addition to scheduled coaching sessions, I provide ongoing support via email or chat to address any questions, concerns, or challenges that arise between sessions.
• I'm committed to being a trusted advisor and resource for all your financial needs, providing guidance and assistance whenever you need it.
9. Review and Adjust:
• Periodically, we review progress towards your financial goals and adjust strategies as needed to ensure continued success.
• This iterative process allows us to adapt to changes in your business environment and refine your financial strategy over time.

What's included

  • Initial Assessment Session

    We'll start with a comprehensive assessment of your current financial situation, including income, expenses, cash flow, debt, and financial goals.

  • Customized Financial Strategy

    Based on the assessment, I'll develop a personalized financial strategy tailored to your business needs and goals. This strategy will outline specific steps to optimize revenue, manage expenses, and improve overall financial health.

  • Monthly Coaching Sessions

    We'll schedule regular coaching sessions (typically monthly) to review your progress, address challenges, and adjust strategies as needed. These sessions will provide ongoing support and guidance to keep you on track towards your financial goals.

  • Budgeting and Cash Flow Management Tools

    I'll provide you with practical tools and techniques for budgeting and cash flow management. This may include templates, software recommendations, or customized spreadsheets to help you track expenses, forecast revenue, and manage cash flow effectively.

  • Financial Analysis and Reporting

    I'll conduct regular financial analysis to track key metrics and identify areas for improvement. This may involve reviewing profit and loss statements, balance sheets, and other financial reports to assess performance and make data-driven decisions.

  • Tax Planning Guidance

    I'll offer guidance on tax planning strategies to minimize tax liabilities and maximize tax savings for your small business. This may include advice on deductions, credits, and structuring transactions to optimize tax efficiency.

  • Ongoing Support and Email/Chat Assistance

    In addition to our scheduled coaching sessions, I'll be available for ongoing support via email or chat. Whether you have quick questions, need clarification on a concept, or want feedback on a financial decision, I'll be there to provide guidance and assistance.

Duration

16 weeks

Skills and tools

Financial Consultant
Coach
Business Consultant
Google Sheets
Microsoft Excel
Microsoft PowerPoint

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