Cash Flow Coaching
Ready to create a reliable money system that lets you pay yourself consistently and plan ahead — without the stress of unpredictable cash flow?
Together we’ll simplify your finances, build a cash flow plan that prioritizes paying yourself, and give every dollar a purpose.
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If your business is thriving but your money system isn’t, this is for you.
This 1:1 6-month coaching partnership was designed to help you make sense of your numbers and manage your money in a way that supports the business and lifestyle you’re building.
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You're tired of...
- Wondering if you can afford to pay yourself this month
- Feeling like money comes in and goes right back out again
- Scrambling to cover taxes or unexpected expenses
- Guessing your way through financial decisions
- Carrying the mental load of “figuring it out” on your own
- A simple way to understand where your money’s going
- To pay yourself consistently and confidently
- To know exactly what to set aside for taxes and future goals
- To make spending and saving decisions without stress
- To finally feel organized and in control of your finances
You really want...
That's where i come in
What You'll Get
With Cash Flow Coaching, we’ll go beyond the bookkeeping to turn your numbers into a roadmap for the future
01 /
Cash Flow
Strategy Session
We’ll start with a deep-dive, 60-minute kickoff session to review your financial setup, identify problem areas, and create your personalized cash flow system and 3-month forecast. You’ll see exactly where your money is going and what’s coming next.
02 /
Monthly Coaching Calls
Each month, we’ll review your income and expenses, update your plan for the months ahead, and make decisions together about paying yourself, taxes, and new spending. You’ll finish each call with a clear, simple plan for your next steps.
03 /
Email &
Voxer Support
You’ll have direct access for quick money questions and updates between sessions. You’ll never have to sit in uncertainty or wait until the next call to make an informed decision.
04 /
Monthly Bookkeeping
Accurate, up-to-date financials are the foundation of everything we do together. I’ll handle your monthly bookkeeping so your reports are always current and reliable. This gives us clear, trustworthy data to guide every cash flow decision during our calls and in-between call support.
the investment
starting at $900/mo
the investment
Starting at $900/mo
We'll focus on...
- Expense clarity & prioritization → reviewing where money’s going now, identifying what’s truly essential, and trimming unnecessary expenses that don’t align with your goals.
- Profit goal setting → defining income and take-home pay goals, then reverse-engineering what revenue is needed to reach that.
- Owner’s pay framework → not just “how much to pay yourself,” but setting up a clear structure (percentages, pay frequency, and when to give yourself raises).
- Tax planning guidance → estimating quarterly taxes and creating a simple system to set money aside every month.
- Buffer fund planning → helping you build a financial cushion to smooth out cash flow dips.
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I've helped clients...
- Reduce their tax bill from $12k in one year to $0 the next by setting up a quarterly estimated tax plan
- Pay off over $20k in business debt in just a few months
- Double their owner’s pay compared to the previous year
- Cut their monthly expenses by 45%+ compared to previous year
- Build a cash cushion that covers 3–6 months of business expenses
- Identify $5k+ in unnecessary recurring expenses and eliminate them
- Create a clear monthly plan so they always know when owner pay, bills, and taxes will be covered
- Go from guessing about cash flow to confidently making financial decisions for growth
Over the years, I’ve helped clients transform the way they manage money — not by working harder, but by creating a simpler, more intentional system for cash flow.
Ready to stop guessing your way through it and start taking control of your money?
stress less
profit more
get started →
don't just take my word for it
Frequently Asked Qs
I typically work with service-based business owners (coaches, consultants, creators, etc.) making anywhere between $3,000–$50,000 a month.
Of course not! That’s what my catch up services are for! I’ll get your books caught up before we start so that we have concrete data to use while we create your money plan.
Bookkeeping is all about what's already happened — recording transactions, reviewing financial reports and making sure everything is accurate and up-to-date.
Cash Flow Coaching goes a step further. It’s about using those numbers to make intentional decisions about what’s next — like how much to pay yourself, what to set aside for taxes, and how to plan for upcoming expenses.
Bookkeeping is the foundation and Cash Flow Coaching is the strategy.
Absolutely! If you're a current client and want to upgrade, you can do so at any time!