So, you have big goals for your business.
You can’t wait to reach that next level where you’re making a steady, sizable profit while serving amazing clients. You also picture being able to hire a teammate or two, because doing ALL the things in your biz is starting to lose its lustre. How amazing would it be to have a VA or OBM on your roster so that you could *actually* take that vacation you’ve been talking about for months?
Instead, you’re stuck in an “I-don’t-know-my-numbers” rut.
You’re passionate and ambitious and all the other things that make entrepreneurs so great. But when it comes to bookkeeping and accounting, your strategy is more of a fingers-in-your-ears, “LA, LA, LA, I DON’T SEE OR HEAR YOU!” approach. It’s worked alright for you so far, but ultimately …
Not knowing the numbers in your business is stopping you from stepping into your true CEO role.
Want an easy way to manage your finances so that you can create the business and lifestyle of your dreams?
I’ve got you!
Our proven three step framework to take your business to the next level:
1 | Cleanup and Implementation
The first step is getting those solid foundations! We'll make sure your existing bookkeeping is on track and accurate (or catch it up if not) and then implement processes to make sure you're getting the best financial data each month.
2 | Performance and Reports
Now that we have your foundations in place, we can provide you with timely reports. Rather than just handing over a spreadsheet full of numbers, we include a pretty visual metric report each month so you can see exactly where your business stands.
3 | Advisory and Growth*
This is where the magic truly happens! With your foundations and reporting set, we can now dig deep on what is needed to increase your profits and reach your goals - for your business and your life.
*CFO package only
When you don’t have a crystal-clear picture of what money is coming in and out of your business, it makes it hard to:
- Outsource or hire team members – because you have no clue what will be in your bank account two months from now, or if you can afford them for the long haul.
- Take time off – because you’re too afraid that if you’re not working, your business will crumble. (It’s also why you’re often glued to your laptop on nights and weekends!)
- Know what to invest in next – because you’re unclear of the gaps in your business and what’s most deserving of your time and financial attention. And so, you stay in this weird limbo of not moving forward with your goals.
- Improve your profitability – because, for all you know, you’re paying for things in your business that you don’t need OR are vastly under-charging for your services. (If someone could just help you out in these areas, that would be great!)
Here’s how I can support you in scaling your amazing business:
When you’re growing your business and have big goals on the horizon, you’ll want a CFO by your side. This service starts with a financial assessment to identify strengths and weaknesses, and personalized goal and target setting. You'll have a one-on-one meeting with me to debrief on the month and plan for the future. We’ll talk through what’s coming up in your business and how to plan it – and you’ll step away with clarity and focus for the month ahead.
We’ll dive deep into:
- Your business finances, goals, and projections.
- Cash-flow forecasting to ensure you can cover your business expenses.
- Investments you may be eyeing up to determine if they’re the right fit.
- Hiring/outsourcing opportunities to help keep you in your zone of genius.
- Product/service launch debriefs to assess their performance.
- Other projects, as needed, to help you grow your business.
This package is perfect for you if:
- You’re an established business owner who’s ready to step into your CEO role.
- You want to improve your financial knowledge and understand where the money in your business is going.
- You want to confidently hire your next team member, knowing you can afford them for the long haul.
- You want a trusted advisor by your side to help you make business decisions with ease.
Aren’t quite ready for the CFO package but still want financial clarity in your business? I offer monthly bookkeeping services to help boost your profits and free you up to focus on other important activities in your business. Once we get set up, you’ll get a visual report each month so you can see how your business is doing at a glance. When you combine this data with your CEO intuition, your business will be unstoppable!
This package is perfect for you if:
- You’re newer in your business.
- You aren’t quite ready for the CFO investment/level of support.
- You want to start by “testing the waters” of outsourcing your accounting.
- You’re not a numbers person and you seek support in increasing your profit margins.