Business Services

Business Consulting and Coaching

I have found that there are 5 key traits to a business being successful:

  • The business owner has a clear vision, mission and purpose, is committed to the future of his/her business and uses outside professionals for advice;
  • There is alignment and communication of business goals and commitments;
  • The owner has a very good understanding of her/his market and a clear picture of his/her ideal clients and their most pressing challenges;
  • The business has a well defined but flexible strategic business plan, innovative marketing plan and solid financial plan against which it takes inspired action and tracks success.
  • The business owner has empowering mindsets and support that drive his/her actions for success.

Ask me how I can empower you to have greater success and freedom in your business!


I believe that NO ONE should have to struggle, and you CAN live the life of your dreams.

This is why I have created a signature process within all my programs and services to help my clients get clear in their strategic business and financial plans so they can drive their way to success with greater ease.

Some of the results that you might experience from working with me are:

• Have CLARITY in your business and financial plans.
• Improve efficiency and productivity in your business with practical processes and protocol aligned with your overall vision, mission and business strategies.
• Have a greater understanding of your financial metrics and become EMPOWERED with you business finances so you can make good, informed business decisions and take inspired action.
• SHIFT your money mindsets and get on track to realizing your business goals and creating the life of your dreams.

Whether you are just starting out, have been in business for a while and are ready to take your business to the next level, or are ready to transition to retirement or something else, I can help you devise the strategic business plan and action steps to get you to where you want to go with greater ease.

Where are you in your business?

Just Starting Out

Many people start their business because they’re good at something and want to follow their passion, but they don’t have a clear business plan in place to do that with ease and grace.

85% of businesses that fail do so because of lack of planning and inspired action, and a good business plan is your guide to success. It’s your dynamic road map.

If you want to have clarity and congruence in your business road map for success, then my Success Readiness Program might be for you.  Request your Business Clarity Session to learn the next best steps for you to achieve your business success today!

2-5 Years


As a small business owner, you wear many hats – one being that of Chief Financial Officer (CFO). And as the CFO of your business, you are focused on strategy, planning and operating your business in a way that optimizes your profits and cash flow, and ultimately your financial value.  You make sure that funds are being managed appropriately and that there is adequate cash flow and capital for the business – YOU are ultimately responsible for all financial aspects of the business, and for ensuring that the actions taken in your business are congruent with your business vision and mission.

If you’ve been in business for a while, you’re probably ready to take it to the next level, which requires a good understanding of the financial aspects of your business.  With my CFO Money Mastery programs, I can help you create a better relationship with your finances and master your role as CFO of your business, so that you can make better business decisions and take inspired action to achieve growth and success with greater ease.

My current CFO Money Mastery programs and private sessions include:

  • 8-Week CFO Money Mastery Jumpstart group program (next session begins October 2016), designed to jumpstart your role as CFO of your business.
  • CFO Money Makeover, a 4-month money mindset and cash flow make-over private program designed to re-vamp your business and finance processes and risk management practices to quickly improve productivity and cash flow in your business
  • Private, 1 hour, 2 hour or 1/2 day strategy sessions to give you laser-focused assistance on a particular issue you’re facing in your business.

If you are ready and committed to create more income and cash flow in your business, and enjoy more ease and peace of mind, request a complimentary Business Clarity Breakthrough Session to find out how we can work together and what’s the right fit for you!


As your business matures, you need to consider at what point you’ll be exiting the business or changing the business to match current trends and economic/social/political/environmental conditions.

Whether you need to uplevel your clients or your products/services or even plan your entry into new territory, I can help you determine and clarify your lucrative niche, set bold targets and create systems and strategic plans that will take your business to the next level.

And if you are thinking of exiting the business, with my 20 years experience as a Chartered Professional Accountant (Chartered Accountant) and tax specialist, having facilitated business successions and transitions for several clients in those years, I can help you plan and execute yours as well.

Book your complimentary Business Clarity Breakthrough session to find out how we can work together and what’d the best fit for you.

Empowering you to create a healthy relationship with your business finances, to achieve success in your business with greater ease!