Bookkeeping &
Cash Flow Coaching

Our premier monthly service that includes bookkeeping, money mindset coaching & cash flow forecasting for small to mid-sized businesses.

A course creator works with one of our business coaches to understand her business’s finances.
  • Know where your money went

  • Improve your cash flow

  • Confidently invest in your growth

You really hoped it would be fine if you just made more money.

Making more money won’t fix your bottom line.

You’re done indulging, and ready to man-up put on your #biggirlknickers and be a real business owner, which means getting a handle on your finances.

It's time to stop:

  • Avoiding your money

  • Knowing you could be using your numbers better

  • Running short on cash

  • Feeling like you have no idea how much you can or should spend

 How Cash Flow Coaching Works

First

Weekly bookkeeping

We keep your books up to date so we can use them to make decisions with you anytime you need.

Second

1:1 Calls

Semi monthly 1:1 calls with your Cash Flow Coach where you walk through your money decisions together. You look at the past and plan the future. We help you sidestep the pot holes that we already know are there and climb out when you fall in one.

Third

Work with a coach

Life Coach School certified coaches who understand your brain, your business model, and your money.

Fourth

Financials

Everything you need for your tax preparer to file your taxes.

 

We can help.

We work with coaches and course creators who are typically at one of two stages in business: Earning between $250K - $750K, and earning between $750K - $3M.

These are different stages that have different needs.

 

For the $250k to $750k Business

A hand holding cash icon
 

You did it! You made it through the early stages of business, and you’re finally making good money that feels somewhat predictable and reliable. You probably thought it would feel more like you have it all figured out, right?

If it doesn't, that's ok! You've probably just got your eyes on the future and you realize you need more structure and support in your money management. You need a better way to know if and when you can spend and how much to pay yourself.

 

We’ll help you make strategic decisions in your business to support your future success:

a money jar

Build a reserve

Cash in reserve buys you time, possibility, and peace of mind. It's a powerful tool in growing your business.

A checklist

Prepare for taxes

Part of owning a profitable business is paying taxes. Don't let an unexpected tax bill pull you out of momentum!

A hand holding money

Pay yourself

Find that sweet spot where you're excited about your paycheck and keeping enough cash in the business to build reserve.


For the $750k to $3M+ business

A hand holding a bag of money
 

Seems like your revenue is high enough you shouldn’t have any more money problems, right?

WRONG.

There is so much good to be done engaging with your money at this level. We’ll unravel some of the complication you added to your business on the way to $750k, simplify expenses, and untangle any money mindset that is making new growth hard.

This is the time to make sure you have a solid business that continues to reliably and predictably make money.

 

We’ll help you make sound investments in…

A team

Team

Good people are your greatest assets and biggest investment; let’s make sure you pay them well while keeping the business financially sound.

A bullseye on a target

Marketing

Learning how to convert colder traffic can get expensive and feel scary; we’ll help you manage the emotional and money side of it.

A pencil and a ruler

Branding

The cost of increasing your visibility and leveling up your image can feel intimidating. Let us walk you through it.

We help you manage these expenses with an eye on mindset, profit, and cashflow.