Profitability Coaching can take your confidence in money management to the next level.
Profitability coaching sessions are offered on an as-needed basis, with or without bookkeeping. I’ve had many clients that have a bookkeeping system that is working for them, but they feel they are lacking some guidance around a consistent system for paying themselves or meeting financial goals.
Having the support to get clear on your goals and establish a system of support can make a world of difference, to your business and your life.
Profitability coaching sessions are designed to help you align your business profits with your goals, minimize financial stress, and create a fulfilled life.
Profitability Coaching Details
These sessions are ideal for someone who is interested in taming money stress in their business and implementing a long term money system to increase its profitability. You can use a profitability coaching session to:
- Clarify your business financial goals and set a course to reach them
- Analyze your business’s past performance to determine its current health and most profitable offerings
- Implement the Profit First system in your business with full assistance setting up accounts and allocation percentages that are appropriate for your business and financial goals
- Create a money system that helps you save for taxes and run your business without money stress
- Get paid by your business on a regular basis!
- Design a tailored spending plan for your business to maximize profitability
- Uncover your personal financial values
- Establish inspiring personal financial goals based on your values
- Redesign your personal spending plan and evaluate periodic expenses, so you’re prepared, even with fluctuating revenue in your business
- Create a roadmap to meet your savings or debt repayment goals
- Determine the income target you need to make your business support your life
If you’re ready to begin the next step of this transformational work, you can click the button below to schedule your free Financial Strategy Consultation.
“In just a few months, I was able to separate my personal & business finances, open an IRA, and manage my money better with the Profit First system. Angela has helped give me peace of mind about where my money is going, and I’m not worried about surprise expenses or taxes at the end of the year!”
Bri Crabtree, Independent Performer“I highly recommend Angela. She is a great ally and resource for entrepreneurs.”
Therese Kollerer, Lexington Capital Management“I needed an in-depth training on QuickBooks and best practices in bookkeeping. Angela was a patient and skilled teacher. I left our appointment feeling informed and on top of all my accounts.”
Nina Hersher, CEO, Nourishing Habits™, Digital Wellness Collective“She is very experienced with Quickbooks and has helped me set-up QBO for a business that has multiple lines of revenue and expense classes, as well as 1099 contractors.”
Sue Landaiche, CCC Consulting“Angela introduced a cash flow system that over the past 3 years, has helped our company revenues grow by 50% while our profits have tripled. But even more importantly, I no longer lose sleep at night worrying about the finances of the business.”
Jeff, Owner, JR ConstructionProfitability Coaching Frequently Asked Questions
Can I sign up for bookkeeping without coaching? What about coaching without bookkeeping?
Yes! The two services are separate. People frequently come to me looking for one or the other, so they are separated into two different offerings. You are not obligated to sign up for one to receive the other.
What’s the difference between the bookkeeping and the coaching?
Bookkeeping will give you a better understanding of your business finances and the security of having accurate numbers. Coaching will define your financial goals, improve your confidence around your money and give you tools for better planning so that your business serves your life by meeting your personal financial goals.
Why would I need coaching? Why would I pay for it?
You may need coaching if you are currently dissatisfied with your income, your progress or your understanding of your finances. Coaching can help you clarify your goals and create a roadmap to make those goals a reality while supporting you in your journey. Paying for financial coaching is like paying to learn any other skill. You may have a talent or technical skill that’s important for the business you offer, but your skills in managing, planning and understanding how to create the financial life you desire through your business may need more development. Coaching provides a space for that development as we map out a path towards your most profitable business and fulfilled life together. For more thoughts here, feel free to read my article “Why Hiring a Financial Coach is Worth It.”
Do you have a process/program for coaching?
When we work together, our meetings are a safe, confidential and non-judgemental space to discuss your financial situation. At the outset, we may analyze your current financial health and make recommendations on how to move forward in a healthier way. Based on this, we can then work together to create and set up a money system, which we visualize using money mapping. You’ll notice I keep writing “we” – that’s because this process is fully collaborative. It requires your attention, participation, and action to truly yield results. If appropriate to your session, I will introduce tools to help you start and maintain your financial systems. My favorites that we tend to work with are MoneyGrit.(R) for personal finances and solopreneurs, and/or QuickBooks Online for small businesses. These tools help to carry you forward after our work together concludes.