One-on-one Financial Coaching

One-on-one Financial Coaching

Scale your e-commerce shop with your new CFO

Join the wait list for financial coaching today

Tired of navigating the world of entrepreneurship alone?

I'm thrilled to soon offer exclusive one-on-one financial coaching for a small handful of e-commerce biz owners! This fractional CFO service will be tailored specifically to you, your needs, and your business!

My new upcoming coaching program is designed to provide you with the personalized support and strategic insights you need to thrive in the competitive world of e-commerce. Led by a seasoned CPA with years of experience in e-commerce management and business growth, I'm ready to help you unlock the full potential of your business.

What to Expect with Financial Coaching from Paper + Spark:

On-Boarding Process:

My unique on-boarding process will be very hands on - but on an easy schedule! Nobody has time for 2 hour calls these days - so I've figured out the least time-consuming way for me to truly get to know the in's and out's of your business without you having to sit on hours of Zoom calls with me. I know we're all tired of paying for coaches that don't truly KNOW your business! That's why I'm using a strategic combo of Zoom call, Voxer access, and personalized PDF downloads.

We will begin with a live on-boarding call where I'll get to know more about you and your business. We'll dive deep into your business, discussing your obstacles, challenges, and burning financial questions. Together, we'll set clear expectations for the coaching journey ahead.

Within the first few weeks of on-boarding, I'll expect you to share your bookkeeping reports from the past 12 months. I'll use these to begin an in-depth analysis or your current baseline and to create a personalized plan for growth. You'll receive a comprehensive PDF guide with takeaways, recommendations, and progress trackers.

During our first six weeks together, as I'm reviewing your bookkeeping info & have more questions about your biz model, we'll connect via Voxer - a free voice messaging app. This will allow us to review your annual financial info and for me to create the absolute best strategic plan for you with that PDF guide!

From this point forward, we'll touch base every 3 months via our live quarterly coaching calls.

Quarterly Coaching Calls:

The heart of our coaching program lies in our quarterly coaching calls. In each call, we'll embark on a journey of reflection, analysis, and strategic planning. Here's what you can expect:

  • Review and Reflect: We'll review your financial goals, challenges, and opportunities from the previous quarter, celebrating successes and addressing areas for improvement.

  • Strategic Planning: Together, we'll set financial and qualitative goals for the upcoming quarter, providing you with a roadmap for success.

  • Financial Analysis: With your bookkeeping reports in hand, we'll analyze your profitability and identify opportunities for growth and optimization.

  • KPI Analysis: We'll dive deep into your revenue streams, analyzing key performance indicators (KPIs) and setting benchmarks for success.

  • Budgeting: We'll collaborate to create a comprehensive budget for the next quarter, ensuring your financial resources are allocated effectively and efficiently.

You can choose a 6-month or a 12-month package. The 6 month option will have 2 quarterly calls, while the 12 month option will have 4.

As a bonus, I'm adding a dedicated call to establish "Profit First" rules specific to your needs, ensuring you're paying yourself what you deserve while maximizing your business's financial health.

What can you expect to get from this experience?

To put it plainly - you'll be more profitable!

Having someone else's eyes on your business is game-changing. Not only will you have your books updated on time (because we'll need them to review and move forward!), you'll make smarter decisions with the work you do every day.

Solo-prenuership can be isolating - I get that. As a financial educator that's seen behind the scenes of hundreds of ecomm business, I am ready to be a part of your team and cheer you on.

Together, we'll make educated decisions on questions you've always wanted a sounding board on - like where to market your product, what products to focus on, what to STOP doing, and what tweaks to make to your shop (based on the data) and more. I'll give you permission to dream bigger, or to let go of the things that are no longer serving you if you need a bit of tough love! 

This coaching program will empower you build a profitable, sustainable business that allows you to pay yourself consistently. You'll gain a deeper understanding of your business's financial health, allowing you to identify opportunities for improvement and take decisive action to maximize your success.

Who is this for?

My financial CFO coaching services are best-suited for business owners who have a few years of selling under their belt, which a product or offering that has been validated in the market.

I've worked with both digital & physical product sellers, and those that sell handmade or retail. 

Interested? Join the Waitlist!

I only have bandwidth to offer this sort of in-depth coaching to 10 clients. The launch price of this offer will likely be around $2k. If you're interested - please join my wait list! I plan to launch exclusively to my waitlist first sometime this spring.