Love being your own Boss but not sure where to start when it comes to the numbers?
Need Help creating Financial Goals you can actually stick to?
You are in the right place.
Let's spend 2 hours diving deep into:
- Exploring the Intent of your business
- Translate that into measurable financial goals for 2023/2024
- Create the budget you get to takeaway, keep and keep yourself accountable to
- Discuss how to monitor and use your budget each month
- Plus your long list of questions and training required
How long does this session go for?
This session goes for 1.5-2 hours depending on the complexity of your business model and your goals.
Can I book this session if I don't know what my goals are yet?
Absolutely. This is the hardest part, so happy to chat through these together and what each goal "looks like".
Don't Accountants just do tax?
No. Just like Marketing and Doctors have different specialities and niche skills, Accountants do too! Profit is ours. We have specialised experience in Budget and forecasting for businesses (from small to publicly listed). Profit planning is our favourite thing to do, and we are very good at it!
Does my business need a budget?
YES! Every business needs a budget. Just like you set personal spending budgets around paying your rent, saving for holidays, saving for bills, buying coffee (or wine) businesses need to have this plan in place too!
What's the investment?
$380 - pocket change for the money we can save together if our budget and strategy is implemented correctly.
What's next?
OPTIONAL ADD-ON: If you are not so good at checking in and monitoring your budget yourself we can help! We can schedule a recurring meeting Bi-monthly, Quarterly or half yearly to check in, monitor and discuss and variances to budget. But most importantly how to get back on track or have a virtual wine to celebrate the wins! (The regular sessions are $280)
So who are we?
Numbers have been our bread, butter and love, all our lives.
But the rigidness of traditional accounting always seemed to force a mould onto the modern business world that didn’t fit. We wanted to create a space for these businesses.
Something easy, personal and transparent; challenging every business owner’s perception of how finances work, and how accountants can work for them.
We believe conversations around money are fraught, and financial literacy has become an assumed-knowledge, not an acquired one. And we get it — it’s daunting to learn something new, or ask for help when you’re running a business and running out of excuses to put yourself first.
We’ve been there and we’re here to help.
We want to encourage more people to talk about the numbers (they’re not dirty). We want you to ask the question you feel nervous to ask (it’s never silly). And we want to be by your side, helping you grow the business you want with confidence, clarity, control, (and a cheeky glass of red in hand).
Because we’re accountants… just not the ones you’re used to.
Frequently Asked Questions
Can I get a refund if I'm unhappy with my purchase?
If you cancel your coaching session within 12 hours of the scheduled session you will not receive a refund as we have booked out this time for you.
If you are unsatisfied with the session you must let the coach know during the session so this can be rectified and discussed.
How do I schedule my appointment?
Upon purchasing coaching, you'll receive further instructions on how to book a time for your appointment or use the Calendly link provided.
Can I purchase coaching more than once?
Absolutely! If you find yourself in need of coaching more than once, simply purchase the coaching again.