Financial Coaching - 7 weeks to Results
- Week 1 - Overview - Set expectations for the program, uncover and set goals.
- Week 2 - Current Situation and Investigation - Analyze client finances, total financial picture, define problems with clear objectives, create action plan, select accounting software, create budget, etc.
- Week 3 - Start Solving & Fixing - Prioritize steps for improvement, set up accounting software, troubleshoot issues, generate key reports.
- Week 4 - Provide education, guidance and accountability with check-in and review.
- Week 5 - Support client to work toward a state of financial wellness and security.
- Week 6 - Plan for the Future - Plan, budget, map business and financial strategy.
- Week 7 - Next Steps - Setup accounting services, provide a safe, non-threatening forum to answer questions about finances with further coaching on an ongoing basis (as needed).
Business Turnaround Program in 30, 90 days or 6 months
Your input will be critical to the results
- Improve cash management
- Reduce expenses
- Increase revenue
- Monitor and reassess