Support tailored to your business and goals.
Business and financial coaching helps you understand your numbers, make sense of your options and feel more confident about the decisions you’re making in your business. We work with business owners at different stages with different needs, taking the time to understand what you’re trying to achieve and the areas where you need help.
How we can help
Every business is different, and the support you need may change over time. We work with you to understand your goals and the areas where we can add the most value.
01
Business advisory is about having someone to work through your numbers with you and help you make sense of what they mean for your business. We can help you review your financial performance, think through a major decision or get a clearer picture of where things stand.
02
A clear plan gives you something to work towards and helps you make decisions with more confidence. We can help you set realistic financial targets, consider what needs to happen to achieve them and review progress as the year unfolds.
03
Financial coaching involves 1-on-1 sessions using your actual accounts to help you understand your business finances. Sessions are practical and tailored to you, covering the areas that are most relevant to your situation.
04
Major business decisions, like hiring, investing, raising capital or planning an exit, involve financial considerations that are worth working through before you commit. We can help you understand the impact and feel confident about the path forward.
05
Good financial reporting gives you a clear, regular picture of how your business is tracking. We can set up management reporting tailored to your business so the information you receive is relevant and useful to you.
Questions
More questions? Please reach out to our team.
We work with business owners at a range of stages, from early-stage sole traders to established companies. Some clients come to us with a specific decision they need help thinking through. Others are looking for more regular support to help them stay across their numbers and plan ahead. We’ll recommend the level of support that will be most useful for you.
Not at all. Sessions are based on where you are and what you need. We work through your actual accounts and use real examples from your business, so everything is clear, relevant and easy to apply.
Yes. We can help you understand your numbers well enough to present them confidently, prepare the financial information you’ll need, and talk through what banks or investors are typically looking for. A few focused sessions ahead of an important conversation can make a real difference.
That depends on what you’re trying to achieve. Some clients benefit from monthly or fortnightly sessions, while others prefer to meet quarterly or come to us when a specific need arises. We’ll recommend an approach that suits your situation and adjust as things change.
Let’s talk
Book a no obligation discovery call with Jeremy to discuss your business and how business and financial coaching could help you make more confident decisions.
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