Small Business Guidance

Turn your passion into profit with personalized small business financial coaching. Whether you’re just launching your business or looking to streamline and scale, we offer the financial insight and structure you need to succeed. Our approach empowers entrepreneurs to make confident, informed decisions—without getting lost in the numbers.

From business budgeting to tax planning, we break complex concepts into clear, actionable steps. You’ll gain the tools to manage cash flow, price your services correctly, and prepare for growth—all while keeping your financial goals at the center of your strategy.

What We Help

Business Budgeting & Cash Flow Management
Learn to track income, control expenses, and maintain healthy cash flow so your business stays resilient and profitable.
Startup Financial Planning
Get your business off the ground with a solid foundation—covering pricing, cost projections, funding options, and more.
Tax Preparation & Strategy
Understand your tax obligations, keep your records organized, and reduce surprises with proactive planning.
Separation of Personal & Business Finances
Establish the right accounts, tools, and habits to keep your business finances clean and compliant.
Financial Forecasting for Growth
Plan ahead with revenue projections, break-even analysis, and strategic decision-making for sustainable growth.

Education and Training

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Certified Coach, Trainer, Speaker, John Maxwell Team, March 2021

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Certified Personalized Management Consultant and Master Coach, September 2016

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Certified Speaker, The Art of Speech, June 2021

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ICF PCC certification, Workforce Development and Training, expected completion 2022

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Licensed Life Insurance Agent (LLQP) – Ontario, Canada

Free Resource 5 Steps to Financial Clarity

Easy-to-follow
steps

Designed by experienced financial coaches

Instant download, no strings attached

BOOK A MEETING

Let’s talk about your goals and how we can help you reach them.