Journey of financial transformation

First Step: Initial “Get Inspired” Session

Together we will cover some or all of the following (depending on the specifics of your business)

  • Your business purpose – why you are in business, your values and vision
  • Current pain points or areas of concern
  • Your short- and long-term goals
  • Clarity around what this assessment can achieve for yourself and your business

Second Step: The in-depth cash flow and profit assessment

Using your financial information my assessment includes:

  • A historical review of your financial trends and baseline profitability for up to three years of financial information
  • An analysis of your current financial and business situation to identify areas to be addressed
  • Categorising your historical profit, owner pay, tax and operating expenses as percentages of your real revenue
  • Determining your target allocation percentages for the above categories. These percentages are based on financially healthy businesses with similar turn over.
  • Identifying your transition from the current percentages, to the target allocation percentages, and planning your slow and steady, sustainable implementation over 4 – 8 quarters

Third Step: The “Let’s Get This Happening” 1-1 hand over and strategy session

You will receive your in-depth cash flow and profit assessment. This will give you undeniable clarity about the cash-flow moving through your business and where all the money is going. You will have in-hand a personalised DIY implementation plan. During this strategy session we will establish:

  • Specific bank accounts to open for the separate areas of your new cash flow management strategy
  • A set structure for your money management
  • Comfortable, sustainable next steps to make the most of this assessment

Fourth and ongoing step:

Your year of support, momentum, accountability and celebrations

This includes:

  • Monthly coaching calls for accountability and to have all your specific questions answered
  • A quarterly review report and assessment – we look at where you were, review the changes that have been made (Yay!), reap those rewards and celebrate and reach into the next quarter by setting goals
  • Email or messenger access to me through the working week (24 hour turn around)
  • Thorough, systematic expense analysis
  • Debt elimination plan (if required)
  • Coherence and understanding of the energetic flow of money through your business and life


Positive benefits of this investment:

  • Total cash flow clarity
  • Empowerment for the way forward, creating new habits to ensure a less stressful and more profitable future
  • Insight into financially healthy businesses in your industry so that you forever know how much your business can afford to pay you, and invest in expenses and growth (without disrupting profitability)
  • The support of a plan you can believe in
  • A model for ongoing profitability and rewarding yourself for all the effort you put in
  • Accountability as you take the steps and implement Profit First into your business
  • Regular, live, personalised interaction with me to answer all of your questions and support you during this mental and practical transformation
  • Step by step guidance through a thorough and structured expense analysis
  • Step by step guidance through a debt-elimination process called the Debt Snowball

Not sure which package is right for you?

Book a Discovery Call and let’s talk it through