Financial Management Program

Our Financial Management Program offers tools that build responsible personal record keeping habits and support entrepreneurs in making better business decisions.

FMP provides bookkeeping and record keeping support to startups or growing businesses. Our proven strategies allow our clients to work with financial coaching processes, and help support better financial habits. 

Meetings are at least twice a month and can be virtual or in person. 

Participants will be assisted in producing & communicating the following during the program: 

  • Profit & Loss on a monthly basis
  • A working cash flow and yearly projections  
  • An understanding of their businesses break-even
  • Personal finance & budgeting plans

We offer up to 20 hours of financial coaching for each participant.

Who Can Apply?

  • Our ideal participant already has a business that’s been generating sales OR
  • You are working with a small business that is operating

Have questions?