Guiding businesses toward growth with clarity, strategy, and action

How I Used Financial Strategy to Streamline Operations and Drive Growth

It’s common for businesses to generate high revenues, with owners deeply involved in every aspect of operations. However, without well-structured systems in place, profits can easily slip through the cracks. No matter how much revenue you bring in, if your operations are inefficient or poorly managed, you’ll find there’s little to no profit left over at the end of the day.

Through strategic financial planning and operational streamlining, I’ve helped businesses move beyond the grind of daily involvement and toward sustainable profitability. My approach ensures that systems are in place to track performance, control costs, and optimize resources, so every dollar earned works harder.

  • Business finances—in particular—tend to leave owners feeling lost and overwhelmed.

    Perhaps some of these frequently-felt frustrations feel familiar for you, too:

  • Does the concept of cashflow feel confusion-inducing?

  • Is your business bringing in revenue, yet there’s not enough to pay yourself at the end of the month?

  • Do you look at your bank account at the end of the month, and wonder where all the money went?

  • Are you trying to manage personal and business expenses - and aren’t sure how to sort them out?

  • Do you know you need—and want—help, but feel embarrassed to ask, and that you ‘should’ know better/more/different?

  • Would you even know who to ask or turn to when you did figure out what you needed to know?

  • We can help.

Transform Your Business: Results-Driven Small Business Coaching

Mindful Financial business coaching offers you education, tools, and an expert-level sounding board to make simple tweaks that change the trajectory of your business - and your life.

With the goal of creating a system of solutions that work for you and your business.

Have you felt any of the following?

  • Cash Flow Issues

    • "I’m making money, but I never seem to have enough cash on hand."

    • "Clients pay late, and it’s hard to cover expenses while waiting for payments."

  • Unpredictable Income

    • "Some months are great, others are slow, and it’s hard to plan ahead."

    • "Seasonal work makes budgeting nearly impossible."

  • Managing Expenses

    • "It feels like every dollar I earn goes right back out the door."

    • "Unexpected costs keep popping up, and I don’t know where my money is going."

  • Pricing Challenges

    • "I worry I’m undercharging, but I don’t know how to price my services correctly."

    • "Customers complain about prices, but I still barely cover my costs."

  • Tracking and Record-Keeping

    • "I don’t have time to track every expense or invoice properly."

    • "It’s overwhelming trying to keep up with receipts and accounting software."

  • Profitability Concerns

    • "I have high revenues, but there’s barely anything left after expenses."

    • "I work hard, but I’m not seeing the profits I expected."

  • Debt and Financing Woes

    • "I had to take on debt to keep things running, and now it feels like I’ll never catch up."

    • "Banks don’t understand my business, and it’s hard to get the right financing."

  • Employee Costs

    • "Payroll and benefits eat into my profits, but I need good workers to grow."

    • "I can't afford to pay competitive wages, and it's hard to find reliable help."

  • Time Management with Finances

  • "I’m too busy working to spend time on financial planning or bookkeeping."

  • "I know I should review my numbers more often, but there’s just no time."

These complaints highlight the need for better financial systems, strategic pricing, and cash flow management, which are areas where consulting can help service-based businesses thriveable)

Small Business Coaching

Our business consulting services encompass a wide range of offerings aimed at helping your business improve performance, solve problems, and achieve goals. All of these services are included in our monthly coaching package and are tailored to your specific business needs.

  • We assist your organization in defining your long-term objectives, creating a roadmap, and developing strategies to achieve your organizational goals

  • We evaluate and enhance organizational structures, processes, and culture to improve efficiency, collaboration, and overall effectiveness.

  • We discuss strategies for conducting research to gather data on market trends, customer behavior, and competitors to inform strategic decision-making.

  • We provide expertise in financial management, budgeting, forecasting, and financial analysis to optimize your business’s financial performance.

  • By identifying and implementing improvements in operational processes, we can help you increase efficiency, reduce costs, and enhance overall productivity.

  • Offering guidance on HR strategy, talent acquisition, performance management, employee relations, and organizational development.

  • Assisting organizations in managing and navigating through periods of change, particularly with changing economic environments that drives internal restructuring

  • Our coaches help you develop and implement marketing strategies, brand positioning, and communication plans to enhance brand visibility and customer engagement.

  • Advising on the selection, implementation, and optimization of technology solutions to improve business processes and outcomes.

  • Identifying and mitigating potential risks that could impact your organization's success, including compliance, legal, and operational risks.

  • We help you analyze and improve your customer journey to enhance customer satisfaction, loyalty, and overall experience.

  • By Developing and delivering training programs, we help you enhance the skills and capabilities of your employees and management.

  • Leveraging data to provide insights and recommendations for better decision-making and strategic planning.

Here’s How We Can Work Together

 

Strategic Deep Dive

A one-time meeting that puts your complete financial picture into focus, and builds an empowering plan for you to implement in your business. From goals you’re excited to chase to fresh pathways to achieving them, you’ll walk away with a roadmap to find flow in your business finances.

You get:

  • A 2.5 hour 1:1 session

  • Clear view of your complete financial situation, and clear goals

  • A roadmap for next steps (what to stop, start and keep doing)

christina-wocintechchat-com-LQ1t-8Ms5PY-unsplash.jpg

1:1 Business Coaching

Ongoing personalized mentorship aimed at bringing focus to your personal money habits and story, clarity in personal versus business finances, goals that get you excited, systems and frameworks to help your business thrive, and the skills and tools to help you get closer to what you want.

You get:

  • Weekly calls every month

  • Unlimited email support

  • Access to online classes and courses

  • Practices, processes and worksheets to put our coaching sessions to work

Find the service that fits you best.

What Can you Expect?

While each business will have different outcomes, some of the things you can expect to experience are:

  • Profit that accumulates every month

  • Manageable debt repayment plans with *impressive* timelines

  • Systems that demystify how to make money management easy + automated

  • Smoother experiences with when and how cash flows into and out of the business

  • A steadier income for the owner that supports their life + lifestyle

Plus...

  • A safe and open space to ask any question, or surface any concern you’ve got

  • The spirit of an entrepreneur helping guide + advise you in your decision making

  • Answers, observations and feedback on what’s working, and what needs some work

  • Partnership that takes the loneliness out of entrepreneurship, and brings a specialized skillset to your money management strategies

...to name a few.

Leaving you feeling…

Empowered to put a plan into action (and know what to do each step of the way)

Clear on the goals that plan is in pursuit of (like more time for you to do the things you love)

Confident in the decisions you make along the way - and in the support systems you can tap into for extra help if you stumble 

Enthusiastic about money conversations - and brave enough to start them when it matters

Proud of yourself for facing your finances, choosing to challenge yourself to grow, and create a new story around money - for yourself and your business.

Get started with a 30-Minute Financial Health Check call.

Get introduced to what consulting fueled by a passion for problem solving feels like, gain insight into my ability to help you think outside the box, and take away at least one tangible step that can start changing the course of your business.

Plus, see how I coach, consult and mentor before diving in to do some deeper work together.