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Business Improvement Programs

Business Nourishment - 12 Month Program

A$880.00
every 3 months for 12 months (A$3,520.00 total)
12 MONTH PROGRAM - QUARTERLY SESSIONS

This program is all about nourishing the business you have.

You want to work on business improvement at a sustained pace over a twelve-month period. Together we'll work on your business strategy and financial forecasting as we create a plan for nourishing your business. I'll teach you about financial literacy and managing your own planning while supporting you to make the decisions that best suit you and where you're going.

This program is for solo business owners and those with small teams, or those growing towards having a team. You've likely already been in business for at least two years, and you may have even been in business for much longer and it's now time to tweak your business so it works for you and delivers

Quarter 1: Business Deep Dive (3 hours) - We kick off with a three-hour session where we explore your business strategy, pricing, and finances. You'll get a diagnostic report and plenty of actionable steps to take in your business.

Quarter 2: Financial Forecast and Health Check (2 hours) - I'll review your Xero file before the session to starting to understand your financial wellbeing. We spend two hours together working on a financial forecast to take you through the next three years. You do some work on the forecast to make it your own, and then I review, finesse it and load it into Xero for you.

Quarter 3: Quarterly Finance Reports and Profit Coaching (2 hours) - You'll receive a quarterly financial report about how your business is tracking against its financial and non-financial targets. You'll know what's happening with your numbers and be able to make tweaks as you go, to get the results you're aiming for. We'll have a 2-hour Profit Coaching session when we'll also have a conversation about your business, and we'll be working towards increasing your profit and cash flow.

Quarter 4: Quarterly Finance Reports and Profit Coaching (2 hours) - You'll receive a quarterly financial report about how your business is tracking against its financial and non-financial targets. You'll know what's happening with your numbers and be able to make tweaks as you go, to get the results you're aiming for. We'll have a 2-hour Profit Coaching session when we'll also have a conversation about your business, and we'll be working towards increasing your profit and cash flow.

Session 5: We'll review how we're working together you can decide how much support you'd like from me going forward.

Business Improvement - 6 month program

A$550.00
per month for 6 months (A$3,300.00 total)
6 MONTH PROGRAM - MONTHLY SESSIONS

This program is about business improvement. You want to improve your business, or maybe even radically change direction. You know things can be better and you want to work ON your business at a solid pace. Over six months we'll work on your business strategy, planning, and financial forecasting. Side by side. I'll be teaching you about business strategy and finances while helping you to create a plan to take your business to the next level, whatever that looks like for you. This program is suitable for solo and small business owners at least two years into their businesses who want to grow their impact and profitability.

Month 1: Business Dive (2 hours) - We kick off with a two-hour session where we explore your business strategy using the Business Model Canvas. You'll receive a summary of our discussion and a list of the next steps to take.

Month 2: Financial Forecast (2 hours) - We spend two hours working on a financial forecast to take you through the next three years. You'll be given some homework so you can continue tweaking the financial forecast and make it your own.

Month 3: Financial Forecast (2 hours) - We spend two hours refining and completing your financial forecast and we add it to your Xero file. You'll be given some homework so you get into the habit of updating your forecast every month.

Month 4: Profit Coaching (90 mins) - I'll review your financial results before our session, and we'll have a 90 minute Profit Coaching session. We'll talk about your business, and we'll be working towards increasing your profit and cash flow.

Month 5: Profit Coaching (90 mins) - I'll review your financial results before our session, and we'll have a 90 minute Profit Coaching session. We'll talk about your business, and we'll be working towards increasing your profit and cash flow.

Month 6: Profit First & Profit Coaching (2 hours) - We'll review your business strategy and finances and see how you're tracking towards your goals. I'll hand you the reins of your financial reporting so can monitor your financial results going forward and you'll get clear about what your actions for the next six months are.

Month 7: We'll review how we're working together you can decide how much support you'd like from me going forward.

Business Transformation - 12 Month Program

A$880.00
per month for 12 months (A$10,560.00 total)
12 MONTH PROGRAM - MONTHLY SESSIONS

This program is about business *transformation*. The path to a long-term, sustainable, profitable, and healthy business.

You've been in business for at least four years and you likely have at least a small team. Your turnover is above $500K and you (probably) have your sights set on getting to $2M or more in the next few years. You're aiming for business transformation - a business that is more profitable and strategic. One that lives up to the expectations you set when you started your business. You want to work ON your business, with your own CFO, for a sustained period. The next twelve months are about understanding your business, creating a vision for its future and the plan to match, and then executing that plan. You'll do that with me by your side, teaching you what I know about business strategy and finances, and applying that to your own business. I'm excited :)

Month 1: Business Deep Dive (3 hours) - We kick off with a three-hour session where we explore your business strategy, positioning, customer segments, and more. You'll receive the notes from our session as well as your own Business Model Canvas, Value Proposition Canvas, and a diagnostic report with plenty of actionable steps to take in your business. This session is about assessing and transforming how your business fits together.

Month 2: Financial Health Check (2 hours) - We go deep into your numbers.  Before we meet, I analyse the financial health of your business from your last four years and prepare a Financial Health Check for you. Then we get together to talk about it in-depth and marinate on where your business sits right now.

Month 3: Three Year Financial Forecast (2 hours) - Next we imagine the next three years of your business financials. Before we meet I'll set up your own Financial Forecast. Then we get together to envision and plan your income, costs, profit, and cash flows for those three years. This becomes your financial decision-making tool, as well as a set of goals to aim for. This is deep, powerful work.

Months 4 - 11: Monthly CFO Sessions (2 hours) - Before we meet I'll create a report that highlights how your business is tracking against its financial and non-financial targets. We'll meet for two hours each month to monitor and discuss your financial results and how you're implementing your business strategy. You'll know what's happening with your numbers and be able to make tweaks as you go to get the results you're aiming for.

Month 12: Annual (Re) Forecast - It's time to re-forecast out for an extra year. We'll review and update your financial forecast so you're able to look three years into the future. We'll spend some time reflecting on the last twelve months, and then tighten up your plans to take you into the next twelve.

Month 13: We'll review how we're working together you can decide how much support you'd like from me going forward.