Service

Small Business Finance Coaching

Numbers don't need to be scary. We translate financial jargon into practical steps — so you stay profitable now and prepared for what's next.

Who this is for

You're a fit for this engagement if you're:

Growing but not sure if you're profitable — revenue's up, the bank account isn't, and you can't explain why

Preparing to apply for finance or a loan — and your books aren't ready for a bank's eyes

Mixing business and personal finances — and need to clean up before tax, finance applications, or selling

Planning a major decision — hire, expansion, exit — and need to model the numbers before you commit

Cashflow forecasting and management — know what's coming in, what's going out, and what runway you actually have
Startup budgeting and financial planning — properly modelled, not gut-felt
Understanding your P&L and balance sheet — translated into plain English, with the metrics that matter for your stage
Preparing for finance applications and banking engagements — books, statements and documentation ready for a bank's diligence
Quarterly financial health check-ups — ongoing visibility, not a one-time scramble at tax time

Every engagement ends with documented financial models and a quarterly review cadence — so you stay in control, not in the dark.

We map your current state, target outcome, and what's actually getting in the way.

Within 3 business days, you receive a written proposal: deliverables, timeline, fixed pricing.

We do the work alongside you — weekly check-ins, shared docs, shared logins. No black-box agency theatre.

Documented systems, dashboards and playbooks. The work compounds after we leave.

A 30-minute call. No spreadsheets required. Just an honest conversation about where your business is and where you want it to go.