Financial Mentoring Services for Business Owners and Entrepreneurs
Personalised support for everyone from solo freelancers to multi-million dollar businesses
Financial Mentoring Services for Business Owners and Entrepreneurs
Personalised support for everyone from solo freelancers to multi-million dollar businesses
Do you feel anxiety, uncertainty or confusion around the financial side of your business?
That’s not surprising! And you’re not alone.
Financial anxiety is a pervasive problem amongst business owners. It feels debilitating in the moment and can lead to irrational behaviours and emotional decision-making that hinder your progress (and profits).
Not only that, but many business owners have handed over their finances entirely to their accountants and paid a high price for it due to a lapse in oversight. Sometimes with scarily serious consequences. One former client, for example, was so badly let down by their accountant it resulted in unlodged tax returns, massive fines and undetected fraud.
Being across and aware of your numbers allows you to flex your financial power and be in control of your business and life. However, the bigger you grow, or the more “beginner” you are, the harder this can Feel.
Which is where I can provide personalised support.
My passion is to demystify and navigate the numbers with you.
I’ll use my years of tax and accounting experience, intuition, and empathy to guide you in tailored 1:1 sessions so you can gain clarity and confidence where you need it most.
Nothing is off limits, nothing will shock me, and I will not judge.
What I will do is support, educate, and guide you on a path that makes all your financial “stuff” more understandable for you—not just in one session or one package, but forever.
The good news is that you can understand the numbers from your unique business perspective, smash through income ceilings, and save heaps on tax and unnecessary costs along your journey.
By the end of our time together, you’ll come alive with understanding.
As a business owner, you’re on the adventure of a lifetime. To arrive safely at your dream destination (the income, savings, profit levels, and lifestyle you want), you’ll need strong navigation.
But one of the most important elements (and greatest frustrations) in business navigation? It’s the numbers!
You deserve the knowledge to tap into the power of your numbers. And that’s exactly what you’ll get.
As your financial mentor, I can provide support, education and guidance around:
Whether you have Qs or concerns around one, some or all of these areas, that’s OK.
This is totally tailored support.
Choose From:
Financial Mentoring ‘Power Hour’
If you’re needing an infusion of strategy, clarity and confidence in your direction, then a strategy session will be a perfect support! Over 1 hour, we’ll unpack whatever you need to better understand or address your business finances.
This is where most mentoring clients start—and then some move onto a longer-term financial mentoring package after that.
Financial Mentoring ‘Package’
This is a high-touch partnership over a period of two to six months, conducted over Zoom (with additional email support), and is fully customised to your unique needs, challenges, questions and goals.
Every session is recorded and kept in your own secure Vimeo showcase so you can access it whenever you need to refresh your memory!
HOW IT WORKS
Step 1
Free No-Obligation & No-Pressure Clarity Call with Liz—to discover whether financial mentoring is right for you, and to outline how I can help. No need to be shy, and please, no shame at bringing ANYTHING up. I won’t judge and I am here to provide support.
Step 2
Custom Recommendation—I’ll map out your best means of support, whether it’s a package, ‘Power Hour’ or my free community.
Step 3
Kick Off—If you do decide to go ahead with 1:1 Financial Mentoring, we set a start date, you pay your first invoice and off we go!
By working together, you can gain:
Better Business Insights
After putting my expert eye on your financials, I’ll objectively review figures, create measures of progress, and identify what will propel you towards your goals—giving you a fresh, informed perspective.
Better Business Efficiency
We can uncover undetected errors in your financial reporting (together we’ll meander through your Xero!), and eliminate any processes, opportunity costs or expenses that are wasting your valuable time and money.
Better Business Profitability
By uncovering the right information about your business, we can ensure you’re making decisions and setting strategies that will make your money, increase profits, reduce tax and costs, and grow financial (and personal) freedom.
PLUS: You’ll walk away with better clarity and greater financial intelligence—even after a single session.
What clients have said about their financial mentoring experience
Liz offered a protective environment during our “done with you” Synergy sessions. She delicately and tactfully identified my pressing concerns and the areas causing me the most unease. Her expertise was invaluable, offering guidance and insights not just on financial matters but also on life challenges. Together, we approached issues with calmness and strategy. With newfound clarity, I made decisive actions, adjusted my business direction as I transitioned into a new business model, and summoned the bravery to engage in crucial “money conversations.” In essence, Liz guided me to a place of Financial Power!”
Amanda Williams
Liz has a brilliant skill in her ability to see what others don’t. I have referred many clients to Liz and her team over the years with positive feedbacks every time. Liz is committed to her client stories and their dreams. Liz is not the cookie cutter accountant that lives in the land of data. She sees the complete person and immerses herself in the journey and the outcome.
Shane McLeay
Before working with Liz, I had a lot of anxiety around my understanding of my business finances, I was constantly worried I was missing something and some big ugly bill was going to pop up at any moment! But after my session with Liz, where she took the time to not only explain key functions of my accounting software, but the bigger financial concepts they related to, I no longer feel like there are any ‘scary dark corners’ in my accounts. I feel so much more confident in managing my own finances; I nearly handed the whole job off to my accountant, but I’m so very glad that I didn’t. It would have been a massive missed opportunity in applying that knowledge of the money I was turning over and…
Meredith Paige
It gives us peace of mind knowing if something’s just not sitting right we can ask, and nothing will be considered a silly question. Liz actually took the time to find out about us and how we worked together. Liz didn’t sugar coat things. She asked me a lot of in depth questions about our set up, about us as people, about how we worked together, about what backing we had and what we had done in the past – all the things that were vital to making our business work.
Lorrae Crane, All Diesel Mechanical
I needed help to start my business. Before working with Liz my biggest challenge was knowing what to do and how to get started. Now I am pretty confident and know I can contact Liz for support when needed. Liz has a lot of knowledge and is very willing to share it. Liz has given me the confidence in myself and my business.
Tracey Tattersall, All About You Support Co ordination
This is Liz, my amazing finance mentor. For business owners out there check her out! She is a delight to work with and has been the best support for me and my business journey. Over the last 18 months Liz has given me the strength, courage and ability to manage my growing business all on my very own. I can now manage my cash flow, understand GP and follow accounting talk. Liz has empowered me to understand all aspects of my business and to support me with making the right decisions because those in business know there are always so many decisions to make! Thank you Liz!
Olivia Thwaites, Green Hip Workwear
I just wanted to say a huge thank you for your time last week. As a business owner, the hardest thing for me to do is assess and analyse my own business operations. I am just too close to the action to do this effectively. Following the 90 minutes were we together, I have now articulated some of your awesome advice into my operations – including increasing my fees to reflect more of what I do, closely monitoring my time using MyHours to get a good perspective on my workflows, and selling the ‘lifetime value’ of my work to prospective clients. You also gave me the courage to hold some difficult conversations with my current clients regarding services, so my skills are better utilised to help them with success. ……
Heidi Fowler, Simply Careers
I really enjoyed our session last week – it genuinely was the first time I felt I could share with an accountant where my business is at – and then engage in a discussion that was “real” and meaningful.
Megan, The Resolution Network
Liz has a genuine interest in wanting you to succeed. To have someone be honest and open with you is a great help, and Liz has that gift. She is also very positive, and has the capacity to see the way forward and suggest ideas and solutions. I’m proud to own it and am no longer feeling the stress I was feeling.
Marcia Bourke
For the past year, Liz has helped me to understand my numbers and the story of my business. Every session I learn so much more about my business and where I want to take it! Her positivity, genuine interest in her clients and encouragement is above and beyond my expectations. The team are fantastic, helpful and accommodating. I absolutely recommend Liz and her team!
Adina, Manning Maintenance 5 Star Rating
Ready to get started? Interested in moving forwards? Want to make sure financial mentoring is right for you?
Book a free Clarity Call with Liz
During this call, I’ll make sure financial mentoring is right for you, clarify how I can help, and identify what you’re struggling with and what goals you’re aiming for. While also making sure we're a good fit, of course!