Take control of your finances
Financial management for Small Business
As your business expands, it becomes more complex. Quality, customer service and business performance suffer as you struggle to manage everything and everyone all the time.

Together we can design management tools and a communication structure to promote accountability and collaboration. Then we’ll train and coach your team to use them to increase organizational alignment and performance.
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A strong financial management system helps you manage cash flow, monitor performance and make informed decisions about your business. And yet, not many entrepreneurs feel comfortable enough with financial concepts to implement such a system themselves.

Your financial coach can help you learn the basics of financial management in a way that’s relevant to your business and build a system to help you manage your finances moving forward.

Financial management for Small Business helps you:

  • understand the fundamentals of financial management;
  • make sense of your financial data;
  • establish a financial management system within your company;
  • create a financial dashboard to monitor business performance;
  • develop a cash flow tool to manage liquidity; and
  • apply costing and pricing concepts to your product(s). 

#Three-step coaching process for building a solid financial management system

Assess your current financial management practices. Provide you with a financial literacy workbook containing practical tools and templates. Teach you key financial concepts. Create an action plan with priorities for your project.
Develop a financial dashboard to monitor performance. Prepare a weekly cash flow tool to forecast liquidity needs. Apply costing and pricing rules to your main product.
We give you a final report summarizing your project with recommendations for you to consider as you start using your new system.

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a new project together