Business Finance Mentoring
Unfurling your finances to help you get to where you want to be.
Money mentoring services help you to identify what to do when you want to make a change in your life and your business. We identify what that looks like exactly and how to get there. This is based on real figures and financial information. You can then make informed decisions about how to reach your goals that meet your future requirements.
Are you a business owner who…
● has financial goals…but no idea how to reach them?
● plans to change direction…but has no sense of how to do it?
● wishes to grow…but doesn’t know which route to take?
● wants to make retirement plans…but the thought overwhelms you?
Let Piece of Cake Accounting help you with my new Business Finance Mentoring Service.
Business Finance Mentoring.
What do you get?
Get clarity on where you are, where you want to be and what you need to get there
○ 1 hour initial consultation call – to evaluate our suitability for working
together (payable £125 deposit, deducted from total balance, if we move
forwards with the mentoring)
○ Questionnaire – to identify key information, as well as your ideas, thoughts,
plans and how you are feeling
○ 3 x 2hr mentoring sessions (in-person or online) – with ‘homework’ to ensure
■ Session 1 – Discovery session – finding out where you want to be
■ Session 2 – Information session – identifying where you are
■ Session 3 – Path-setting session – pinpointing what you need to do
○ Check-ins – access in-between sessions via email or message for support,
guidance and accountability.
(paid in 3 installments)
Special Launch Price of £999 until 30th September 2023
How does business finance mentoring work?
PROBLEM: You want to make a change. You have money goals or growth plans or want to feel secure in retirement, but you have no idea how to make those things come to fruition.
SOLUTION: You commit to Business Finance Mentoring with A Piece of Cake Accounting and together, with Elizabeta, working alongside your own bookkeeper and your current financial data, you work out where you are, where you want to be and how close (or far away) you actually are.
OUTCOME: You feel confident in how you are going to translate your business goals and life plans into achievable actions, underpinned by accurate financial information and make informed, realistic decisions.
Business Finance Mentoring - Frequently Asked Questions (FAQ)
As with any mentoring, a finance or money mentor does not tell you exactly what to do and how. They don’t press their own agenda on to you, your business or your aspirations. Instead, they are there to share their knowledge and experience to help you progress or move towards your goals.
As well as being a qualified AAT account with over 10 years of experience, working with a range of business of all sizes, I am currently studying with The Coaching Academy to further my knowledge in the field. I am using this combination of professional knowledge and personal experience to mentor and support business owners.
We can decide together the frequency with which we meet. Once a month can work well, as a guide, but it depends very much on you and your plans.
Yes absolutely. I am keen to work with your bookkeeper to ensure we have the most up-to-date and accurate figures and financial information to work with and inform your decisions.
Yes it is! This will count as a business expense.