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Business Strategy & Profit Coaching Programs

6 month Business Strategy & Profit Coaching Program - Monthly Sessions

A$550.00
per month for 6 months (A$3,300.00 total)
BUSINESS SUPPORT & PROFIT COACHING

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

Month 2: Financial Forecast (2 hours) - We spend two hours together 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 Finalisation (2 hours) - We spend two hours together refining and completing your financial forecast and we add it into Xero. 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 have a 2 hour Business Support & Profit Coaching session. We'll talk about your business, and we'll be working towards increasing your profit and cash flow, which you'll be managing using Profit First. We'll review how that system is working for you wand whether any tweaks need to be made to get it working better for you.

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

12 month Business Strategy & Profit Coaching Program - Quarterly Sessions

A$880.00
every 3 months for 12 months (A$3,520.00 total)
Quarter 1: Business Deep Dive - We kick off with a three hour session (can be broken into two) 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- I start by reviewing your Xero file and starting to ascertain 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 - 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. You'll also have a 90 minute 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 - 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. You'll also have a 90 minute 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.

12 Month Business Strategy & Profit Coaching Program: Monthly Sessions

A$880.00
per month for 12 months (A$10,560.00 total)
My Most Extensive Package - The path to a long term, sustainable, healthy business.

FINANCIAL FORECAST + MONTHLY FINANCIAL REPORTS & PROFIT COACHING

Month 1: Business Deep Dive - 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.

Month 2: Financial Health Check - We go deeper into your numbers.  I analyse the financial health of your business from your last four years and we talk about it in depth.

Month 3: Three Year Financial Forecast/Roadmap - Next we imagine the next three years of your business financials. Together we unravel your income, costs, profit and cash flows for those three years. This would be a decision making tool, as well as a set of goals to aim for. This is deep, powerful work.

Months 4 - 12: Monthly Finance Reports and Commentary - Every month you'll receive a 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.

Months 4 - 12: Monthly Profit Coaching - Every month we'll have a conversation about your business, and we'll be working towards increasing your profit and cash flow.

Month 12: Annual (Re) Forecast - We'll review and update your forecast, making sure you're in great business health. You'll always be able to look three years into the future.

This package is suitable for businesses with 3 - 10 team members, or those who want a plan to get to this level in the next year or two. Your business income is probably somewhere between $200K and $2M and you are aiming to build a sustainable, profitable business.

Let's do this!