Business Coaching/Profit Planning

In today’s competitive business landscape, effective financial management is crucial for entrepreneurial success. I have actually seen some 6- and 7-figure businesses fold because of poor money managment. — ps!


We specialize in coaching entrepreneurs on strategic financial planning, equipping them with the tools and knowledge essential for making savvy financial decisions. With a focus on maximizing profitability, we cover topics like budgeting, forecasting, investment strategies, and financial risk management. We work to identify key financial metrics, optimize resource allocation, and develop comprehensive financial plans that align with their business objectives. Mastering these strategies allow entrepreneurs to ensure sustainable growth and build a solid foundation for long-term success. Regardless of where starting from, we offer customized solutions to drive profitability and achieve your business goals.

How we work

We have a 7-step process to help clients build profitable, sustainable businesses. We always start with an initial assessment and goal setting, then based on what we learn, we customize a specific strategic plan and implementation schedule for each client.

Typical plans are based on a 90-day framework for updates and progress checks so you can set targets and achieve goals in a timely manner.
Who is this for?

Clients typically seek us out for four basic reasons:

  1. They are making a profit but they are struggling to pay bills and may not be paying themselves.
  2. They are making a profit, but they feel like they could be doing better.
  3. They were profitable in the past, but they are no longer profitable.
  4. They want to grow their business but aren’t sure about the best way to accomplish that.

If any of this sounds like you or you are interested in learning more…