The Financial Transformation Coaching Program
Our Financial Coaching Program is for established or new small business owners who are looking to take their financial knowledge and success to the next level.
The Financial Transformation Coaching Program
Our Financial Coaching Program is for established or new small business owners who are looking to take their financial knowledge and success to the next level.
Our Goal
We will help you build a better relationship with your money, focus on an actionable path forward, and develop positive, life-long financial habits. We will review your finances, including money beliefs and habits, and guide you in creating an action plan for your personal and business finances. Our work will be directed by your goals, while serving as “an accountability partner” throughout the process.
As a business owner, you’re managing a lot.
Keeping your books, reviewing your finances, knowing what to do as a result, keeping up with tax deductions, etc. can often fall down the priority list. That’s where a trusted professional can help take the weight off your shoulders. Working with us might be right for you if you are experiencing any of the following situations:
Stress of not knowing what to do and where to start, who you need, and where to find them.
Financial records that have not been cleaned up ever or in a long time
Spending more time wandering around in the books vs. working in your business.
Operating your business without an established budget that will set the path of where you want to go.
Not knowing how well your business is performing
Not making good financial decisions because of the lack of access to reliable financial information and guidance.
Challenges gaining access to trusted professionals to help you through all of it.
Truly understanding and consistently diving into the financial health and wellness of your business will make the difference in achieving your goals in months, vs. years and stretching yourself to exceed your own expectations...beyond what you could imagine for yourself.
Here are some of the things we will cover in The Financial Transformation Coaching Program:
Maximizing your earning potential
Gaining clarity around your money mindset
Understanding where your money is going
Overcoming your fear of handling money
Improving your sales and pricing strategies
Understanding the numbers around why you are in debt
Understanding QuickBooks, financial reports and your key performance indicators (KPIs)
Addressing misconceptions around how to handle money
Grow your profitable business to support the lifestyle you are meant to live.
Access to a community of like minded professionals and financial experts to go on the journey with you.
Depending on where you are when we first start working together, you will experience the following in as little as 30 to 60 days.
You will know your true revenues and expenses and how much money the business earned or lost.
You will know the details of your books are accurate vs. being unsure.
You will have access to experts that can diagnose problems and either fix it or bring other trusted experts in to help.
You will know what is going on with your cash
You will have timely financial reports and KPI’s
You will experience the benefit of insight and counsel.
Client Successes
Life after coaching will give you the understanding of what you need to know, confidence of knowing where your financial goals stand, and what you need to do to see your debt decreasing, your savings accounts increasing, your passive income streams growing. Last but not least, you will experience a community and connection that you will not want to leave.
This program is for you if:
Do you feel like you have little to no money at the end of the month? YES or NO
Do you struggle to make consistent progress towards your financial goals? YES or NO
Do you feel like debt is holding you back from living your life? YES or NO
Do you feel overwhelmed, stressed, or worried when thinking about money? YES or NO
Do you lack confidence or find it difficult to navigate finances on your own? YES or NO
Do you worry about having enough money for retirement? YES or NO
Do you want more time and money to do the things you love? YES or NO
Financial coaching is a group effort. If you do not have the time to fully commit to the process, this might not be a good fit for you. What does that look like?
At least 1 to 2 hours per week to show up to group coaching, set aside time for independent work and/or to connect with your coach.
Willingness to be patient, trust and let the process work.
Ability to be coachable (e.g. willing to receive feedback and open to making changes even when you do not “get it”). Trust is key.
The top benefits for joining our coaching program are:
Working with a seasoned professional that has more than two decades of experience and is passionate about helping business owners like yourself become wildly successful in their finances.
Working with a program that has proven success
Being part of a community of like minded individuals who are looking to produce similar results in their business. You will no longer feel like you are flying blind or alone.
Here's how it works...
Apply to the Financial Transformation Group Coaching Program:
Step 1: Submit an application to a financial coaching session
Step 2: Once you are accepted into the program, you will receive an email with next steps instructions and a schedule.
Step 3: Together, we will settle into a routine and let the magic happen.
Frequently Asked Questions
+ Q: What if I am not ready now? Can I start the program in the future?
The number of entrepreneurs that will be accepted to the group coaching program is limited. If you are not ready now, you can download the Financial Transformation Guide and attend the Challenge and you can always apply when you are and hopefully we will have a spot for you.
+ Q: I already have an accountant?
That is great! But if you are reading this, there is still something missing. There is still a gap in the process of getting your entire financial house in order. You still are not sure where your money is going or why you cannot seem to get out of the situation you are in. You might not understand the reports your bookkeeper or accountant are sending you. You desire a deeper understanding around your money mindset, need strategies to help you reach and surpass your financial goals. If this is you, you’ve made it to the right place, take action now.
+ Q: I want to work with you, but I cannot afford it.
Would you invest $10, if I told you I would give you $100? Would you invest $100 if I told you I would give you $1,000? Would you make that investment? This program is designed to help you alleviate your money mindset, money management and income. Would investing in yourself be worth that? In addition, we have flexible payment options and plans. We will work with you, because we want to work with you.
+ Q: I really do not like dealing with my finances and taxes. All I want to do is hire someone.
I get it. I was there too believe it or not. However, your finances are the blood needed to circulate throughout your business to keep it alive. Would you hire someone to breathe for you and not stay on top of things to ensure they are doing the right thing? You must have a good foundation, you must know how to pick the right professional and ensure they keep your best interest in the forefront of their priorities. You must understand what they are doing and when/if they are falling off their game. Without this foundation, you and your finances will suffer.
About Your Financial Coach
Hi! I am Shona Bell, a certified public accountant, an entrepreneur enthusiast and the CEO of Beyond Accounting & Tax, powered by Shona Bell Financial Services. I am obsessed with helping grow and support successful businesses and nonprofits.
I am on my path to ultimate financial freedom and want to take as many people as possible with me!
I am also a busy mom of 3 and realized that in order to maximize my time and reach and help more entrepreneurs, I needed to leave my corporate job, so that is what I did in 2017.
So after 15 years of working in the corporate accounting/auditing and nonprofit field, I found my passion in helping visionaries uncover their goals (the why), budget for those goals (the how) and how to track the financials (the results of the hard work), in order to get and stay on the right path to accomplishing their mission.
My ultimate financial freedom goal is to build a life of impact, serve people using the gifts God gave me and to help thousands, if not millions of people do the same.