top of page
ChatGPT Image Jun 4, 2025, 12_39_22 AM.png

Consulting & Coaching

Personalized, judgment-free support for entrepreneurs, nonprofit leaders, or professionals looking to strengthen their financial skills.

What we offer:

  • 1:1 Financial Coaching Sessions

    • Personalized support for entrepreneurs or leaders

    • Budgeting and cash flow management

    • Setting and pricing services or products

    • Creating and sticking to money systems

    • Building confidence in financial decision-making

    • Understanding financial statements and metrics

    • Support for transitioning to business ownership or leadership
       

  • Nonprofit Financial Strategy Consulting

    • Funding alignment and budget planning

    • Internal controls and reporting workflows

    • Grant budget development and tracking systems

    • Governance and financial oversight guidance

    • Board training on financial literacy and responsibilities

    • Preparation for audits, reviews, and funder evaluations
       

  • Small Business Financial Planning

    • Systems setup for sustainable growth

    • Expense tracking and budget forecasting

    • Pricing strategy and profit planning

    • Cash flow projections and goal mapping

    • Guidance on tech tools, automation, and delegation
       

  • Ongoing Support Packages

    • Monthly or quarterly check-ins

    • Email and messaging support between sessions

    • Flexible hybrid packages that combine coaching with light bookkeeping

    • Custom session plans based on evolving business or organizational needs

    • Support with financial templates, policies, or process reviews

bottom of page