Do you have a financial plan? Do you have a good understanding of your income, your expenses, your profit, and the timing of activity?
Get the visibility and clarity you need with your business finances so you can be prepared, plan, and grow in a strategic and profitable way.
Within a 2-3 hour intensive, we will create a completely customized financial plan that builds your sales forecast, covers your expenditure, reviews your profit, and includes your business goals.
It will identify sales targets, areas of improvement, and what is needed to build a profitable and sustainable business with intention.
Review your current financial position and plan for the future. Work one-on-one with Louise to create a visual representation of your business growth that will help you make smart decisions to build a sustainable, achievable, and profitable business.
Accounting system audit
Historic financial review
Contract summary and review
Itemized expenses budget
Short and long term goal planning
Business 12-month budget
3-5 year planning calculator
2+ hour recorded Zoom session
Financial workbook with custom built modelling
30-day Voxer/Email support
Whether you are starting out, 3 years in business, 10 years in business, $10k months, or even $100k months, a financial plan will help you visualize your business direction and allows you to make smart decisions.
"Working with TFA during this strategy session really helped us get deep in the weeds with our finances. It uncovered so much within the business that had we not taken the time to dive into numbers with TFA we would have never found out. Ultimately, this strategy session was the start of increasing our business profitability. It also helped take the emotion out of business as well as make informed decisions that were rooted in financial strategy. That was something we hadn't done before."
"Lou is such a blessing. She has the heart of a teacher who helps you understand your finances and empowers you to see the potential through the numbers. She patiently walks through all components of your financial picture and provides workbook that is easy to utilize and maintain. During the session I was able to see the possibility of new goals for growth, which I felt were lofty. Knowing my numbers has sparked new energy in my business and how I show up as a CEO. I am extremely grateful for her and her team and look forward to continuing to work with them."
Event & ExperiencePlanning
Investment at $2,750
(50% deposit required to secure date. Remaining 50% due 3 days before the strategy date)
Are you ready to get financial visibility and strategy on how to grow your business?
These intensives are limited each month and usually book out 30-60 days in advance. If you're interested submit your application to get on our waiting list!
Submit your interest and we will reach out with the next available dates!