Consulting

• Teaching the basics of financial statements (Profit & Loss, Balance Sheet, Cash Flow)

• Helping staff understand how their role affects company finances

• Breaking down financial reports in plain language

• Providing resources & guides for ongoing financial education

• Teaching department heads how to build, manage, and stick to budgets

• Training staff on expense tracking and accountability

• Developing team-specific budget templates

• Regular reviews with teams to stay on budget and make course corrections

• Teaching owners and managers how cash flow works in their business

• Conducting workshops on how to forecast cash needs

• Coaching on managing payables, receivables, and timing of expenses

• Setting up easy-to-use tools for cash flow tracking

• Helping teams create SMART financial goals

• Teaching how to track Key Performance Indicators (KPIs)

• Showing how daily actions impact financial goals

• Monthly or quarterly check-ins with teams to review progress

• Training managers to spot inefficiencies and hidden costs

• Teaching purchasing or inventory teams how to improve cost control

• Conducting workshops on improving margins and reducing waste

• Advising staff on implementing cost-saving measures

• Educating sales teams on how pricing and discounting impact profit

• Connecting financial results with sales targets

• Coaching on designing profitable sales packages or promotions

• Training on commission structures aligned with company profitability

• Hosting live or virtual financial Q&A sessions

• Department-specific trainings (Marketing, Sales, Operations, etc.)

• Developing custom handouts, worksheets, and guides for teams

• Facilitating strategic planning retreats with a financial lens

ItePersonalized financial coaching for CEOs, founders, or department heads

• Helping leadership understand financial implications of business decisions

• Teaching leaders how to communicate financial information to staffm description

• Assisting teams with the actual setup of systems, spreadsheets, and tools

• Providing feedback on progress toward financial goals

• Offering accountability check-ins to ensure sustained improvement

• Training staff on how to use bookkeeping and financial software

• Teaching automation tools for recurring financial tasks

• Helping teams document financial procedures for consistency