Money Meetings
Confidential 1:1 support to help you understand your business’s finances and kick your financial goals.
Many business owners start or buy businesses through sheer passion, but aren’t equipped with the financial literacy and skills needed to make it sustainable and successful.
They’re forced to ‘learn on their feet’ and make it up as they go and while this can work for a short time, inevitably, the cracks begin to show.
Money meetings are an opportunity to pick the brain of a money expert (me!), and get my professional eyes on your business, so you can ensure that it’s running efficiency, effectively and most importantly how you dreamed your business would be.
Can you relate to any of the following?
01
You feel like you’re walking blind through your businesses finances
02
You sometimes (/all the time) turn a blind eye to your books, because you find it overwhelming or simply aren’t interested in numbers
03
You often find yourself wondering where the heck all your $ goes
04
You have big goals for your business, but zero idea how to make them your reality
05
You want someone to look at your business, your Profit and Loss, Balance Sheet, and explain it to you in real language you understand
06
You’d like to have a money expert on hand to pick their brains and ask them money questions.
How the process works:
You’ll complete a confidential questionnaire that helps me get to know you, your business and your financial situation. You’ll also share what you hope to get out of our time together.
I spend time getting acquainted with your business, the industry you work in, and your unique challenges and opportunities for growth, so I can help you in the most impactful way possible at our Money Meeting
We’ll meet on Zoom and jam-pack it with support, education and ideas that will help you improve your business's financial situation and gain clarity about your next steps forward.
Money Meetings are:
100% confidential
60 minutes of personalised support, money education and question answering
Held on Zoom so are available to be accessed by business owners across Australia
Jam packed with my 10+ years of supporting business owners to organise
their finances and make more money.
Your Investment
Money meetings are $297 including GST.
This fee covers:
Our call time
My prep time.
I’m not a one-size-fits-all bookkeeper and I spend time, prior to our call getting acquainted with your business, the industry you work in, and your unique challenges and opportunities for growth, so I can help you in the most impactful way possible.
A one-page high level summary email of anything that was discussed
