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.