Financial Performance Coaching – Monthly

This ongoing service is for business owners who want consistent clarity, accountability, and guidance around their financial performance, rather than one-time reports.

We work with you month-to-month to track trends, interpret results, and support better decision-making as your business evolves. Instead of reviewing numbers in isolation, we focus on understanding patterns over time and using them to guide confident, informed actions.

Includes:

• Continuously updated financial performance tracking

• Month-to-month trend analysis and insight

• Clear summaries highlighting what’s changing and why it matters

• Two 30-minute advisory calls per month

• Ongoing email support with your advisor, responses within 24-48 hours

• Structured accountability and ongoing check-ins to support long-term growth

Timeline: Initial setup and first monthly reporting completed within 7-10 days

Financial Performance Deep Dive

This service is designed to help you clearly understand how your business is performing and where focused decisions can create the most impact. We take a structured, one-time deep dive into your financials to identify strengths, risks, and opportunities, then translate those insights into clear, actionable directions.

A clear, one-time snapshot of your business performance and next your steps.

Includes:

• Comprehensive review of revenue, expenses, margins, pricing, and cash flow

• Identification of key performance drivers and constraint areas

• Margin and profitability insights tied to decision-making

• Trends, risks, and opportunity assessment

• Clear, prioritized action summary

• Optional 30-minute strategy discussion to walk through findings and next steps

Timeline: 10-14 days from initial setup