Finance Coaching

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The Finance Coaching service is ideal if you are one of the many business owners and leaders who have responsibility for the finances of your organisation but do not have the  financial background or relevant training. 

Under this scheme we pair you with a commercially minded finance professional (a finance coach) who will help you set financial goals and then steer you towards the achievement of these goals via monthly, quarterly six monthly progress checks.

Your finance coach will guide you (not make decisions for you) on the financial side of things and will also be there to help you secure any additional support (e.g. marketing, legal, funding, etc) you need to achieve your targets.
How It Works

In practice, the Finance Coaching  service is a simple three step process as follows:

STEP# 1: Set your financial targets that reflect your aspirations or business plan  

The first step of the process always starts with your mentor developing an understanding of your financial goals  and then following this up by working out a set of financial targets that represents the levels you need to reach in order to achieve your goals.

At this stage we will assess your preliminary support needs and then put into effect (immediately and/or as you go along) any support you need that could boost the chances of  your success (e.g. marketing advice, legal advice on a specific issue, training to use vital software). 

STEP#2: Run your business in pursuit of your targets

Motivated by the knowledge of the targets you need to achieve to be successful you can then go all out to achieve these targets and, to help you in your quest, we usually put in place some system (appropriate for your size and type) that gauges your progress towards your targets and alerts you to possible poor performance in advance.

STEP 3#: Management Meetings / Progress Checks

At the end of every month or quarter we meet with you (online and/or over the phone)  for management / progress meetings to help you spot any EARLY WARNING SIGNS and establish whether you are still in line to meet your targets.

If you are hitting your targets then great. We will help do more of what you are doing and/or increase the target levels.

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However, if performance did not go as expected we will be on hand to help you implement improvements (and reassessing your support needs) to put you back on track .

In addition to helping you to improve your business performance, your business mentor can assist you with more general business matters like being there to bounce ideas off, pointing you in the right direction when you are not sure what to do next, giving you a gentle push/reminder when urgent action needs to be taken, etc.

 Funding applications & business plans

If at any stage you need funding to move your enterprise  forward we will work with you to create a funding strategy to secure the funds you require. 


Together, we will search and select the realistic and viable funding options and then make the actual applications.


If a detailed proposal like a business plan or bank loan request is needed to secure a funding opportunity we can help you create a compelling and beautifully presented proposal (complete with evidence, research and financials) tailored to the needs of the funder.

Who is the service aimed at

The Finance Coaching service is flexible enough be to adjusted to meet the needs of organisations of all sizes and types. So to ensure you get the best support for enterprise we have three versions of the scheme:

✓ Self Employed

✓ Small Businesses

✓ Charities and voluntary organisations

So whether you are self employed massage therapist or a fast growing retailer or church you can benefit from the service.

Prerequisites  for the service

As minimum, you will need some type bookkeeping system in place, preferably cloud based and optimised for the Finance Coaching service.

If you need any help with this we will provide you with the appropriate set up advice and  support as part of the service.

There is also some useful background learning / understanding which you should familiarize yourself and we will send you this information during the program.


If you think your organisation could benefit from the Finance Coaching  service please contact  us using one of the following methods :

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Whatsapp us

07946 195 765

Click on number for link to Whatsapp


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Call us on

 020 7717 9669

for a CHAT or to arrange a CALL BACK 

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E- MAIL US       

or use our Contact Form.