Financial Awareness Coaching

Understanding your business and the mechanics beneath it will make it easier to understand how to make it more efficient and make more money.

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You can run a successful business and not truly understand the financial metrics of your business.

Whilst the business is performing well, this may not be a concern.

However, when it comes to making informed investments, understanding why performance is dropping off or building a growth plan, having financial awareness, and understanding the detail of your business finances and financial reporting is key.

Are you asking yourself these questions?

Why has my profit increased?

Can I afford to hire a new member of staff?

Why do I have no cash, but my profit is high?

Have I taken too many dividends?

How can I improve my cashflow?

Should I be looking at my P&L, Balance Sheet, or Trading Account?

Understanding your business and the mechanics beneath it will make it easier to understand how to make it more efficient and make more money.

Management decisions rely on a good understanding of the financial implications for a business. This service is aimed at the business owner who wants to fully understand and interpret their numbers, increasing the chances of building on the foundations their business has.

Benefits of Financial Awareness Coaching include:

Enabling you to better understand your business

Better management and monitoring of your cashflow

Making more informed decisions

Ensuring accuracy in your financial reports

Customising your reports to ensure you capture the right information

Formatting your reports in a way that makes decision making easier

Gaining a better understanding of the financial implications of decisions

Accessing regular independent financial advice

Reviewing your reports and record actions to be achieved before the next meeting

Being held accountable to achieve progress between meetings

Identifying any current issues that need to be addressed

Accessing the collective experience of our team, systems, services, and products

It is key that business owners understand the financial implications of any decision

Improved financial awareness will enable you to grow your business and/or your profitability in a controlled way. So, if you are don’t understand how cash and profit differ, the key information in your annual accounts or your profit & loss reports then this service is perfect for you!
A bi-monthly meeting is prepared for you, and we’ll meet via video or at our office. The focus of each meeting will change and evolve depending on your personal needs and objectives:

Develop an understanding of your key financial reports

Learn how to report on profit and cashflow

Gain outline knowledge of key accounting concepts

Support you to produce your own customised reports going forward

Understand how to better manage your debtors and creditors

Discuss and implement automation, replacing current admin tasks

Identify how to monitor income and expenses throughout the year

Work towards solutions in current areas of financial weakness

Identify weaknesses / areas to work on between meetings to get better results

Understand other information that should be captured regularly and how (debtors, stock, creditors etc)

Regardless of the services you select all clients will benefit from:

Free ongoing advice

We want you to succeed

Online portals

Access all historic and current accounts or returns at any time

No surprises

We will never send you a surprise bill for calls, emails or meetings

We keep it simple

We're not a fan of jargon either

Peace of mind

If we say we're going to do it, it will get done

Value for money

We work as efficiently and price as competitively as possible

Everything starts with a conversation,
how can we help?

Sian Smith

Sian Smith

Business Development