How we can help
Financial clarity & profit growth
Understand where your money is actually going, close the gap between revenue and profit, and build the financial visibility to make confident decisions.
Lorna will work with you to build accurate reports to enable you to pull the levers and make informed financial decsions. This can be a one off analysis and feedback, building the reports or working as an outsourced CFO helping shape financial strategy.
How does the coaching work?
Let’s take a closer look at how the coaching process works.
Where do I start?
Before working together, we’ll make sure we’re the right fit. Before making the decision, we'll have an initial chat, followed by a free planning session here we can assess your current situation with regards to financials, reports and processes and highlight some quick wins.
Once we've had our discussion and agreed to collaborate, we'll establish a level of support that is suitable for your business needs. Before diving in, we'll begin with a three-part initial process to make sure we're aligned and ready to achieve the best results.
Pre-coaching preparations
Before diving in, we'll begin with a three-part initial process to make sure we're aligned and ready to achieve the best results.
Step Back
By distancing yourself from daily tasks, you’ll gain clarity and open yourself up to new ways of thinking, which can help enhance your financial capabilities.
Find the Gaps
From a full financial and operational analysis a report will be generated to demonstrate some quick actions for the business owner and a longer term plan to help shape clarity and what level of support is required.
Tailored Development Plan
Together, we'll craft a plan that targets your business objectives. This will incorporate aspects like Financial targets, KPIs, financial processing and what tasks should be owned by who.
The real work begins
Once we’ve gathered all the information we need, we can get going.
We’ll set up a roadmap for you, detailing where you are now, where you want to get to, and how we’ll measure progress. Then, we'll get going with our fortnightly or monthly one-to-one meetings. With regards to financial information we will continue to tweak and build until we have the right reports for you to have the insight you need to grow your business.
Throughout the entire collaboration period, you are also free to reach out to me anytime via phone, WhatsApp, or email – and there’s no limit on the number of times you can do this.
What’s the cost?
The level of support here can be completely bespoke so call for a chat to discuss more.
Is this for me?
In finance, the right information and the best trainer make all the difference. I get it – it's about ensuring you're set up for success. I've been where you are and understand the challenges. This support reflects that experience, aiming to offer genuine insight and guidance. The next few questions may help you
1) Do you worry about paying the bills
2) Do you have forwards looking information to enable you to plan your spending and cashflow adequately
3) Do you spend time each month looking at your numbers and making informed decisions.
To find out more about working together, let’s chat.