Business Financial Coaching

Imagine running your business with confidence, knowing your finances are in order. Our coaching will streamline your financial processes, saving you time and reducing stress. By understanding your numbers, you can identify opportunities for growth, optimize expenses, and maximize your profits. Invest in your business's future and unlock its full potential with our personalized financial guidance.

6-Session Financial Coaching Plan:

This plan is designed for a focused, accelerated learning experience, covering the essential bookkeeping fundamentals.

  • Session 1: Introduction to Bookkeeping & Setting Up Your System

  • Session 2: Recording Transactions & Understanding Source Documents

  • Session 3: Bank Reconciliations & Managing Accounts

  • Session 4: Financial Statements: Profit & Loss (Income Statement)

  • Session 5: Financial Statements: Balance Sheet & Cash Flow

  • Session 6: Review, Reporting, and Next Steps

12-Session Financial Coaching Plan:

This plan is designed for a focused, accelerated learning experience, covering the essential bookkeeping fundamentals

  • Session 7: Advanced Transaction Management & Sales Tax (HST)

  • Session 8: Payroll Basics & Employee Expenses

  • Session 9: Budgeting & Forecasting

  • Session 10: Financial Analysis & Key Performance Indicators (KPIs)

  • Session 11: Year-End Procedures & Tax Preparation

  • Session 12: Advanced Reporting, Software Mastery & Ongoing Strategy

Single Session Coaching tailored to your specific needs

Contact us today to learn more about how we can help you achieve your business goals.

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