Turn your financials into a system you run the business from.
PM-certified coaching for small business owners. We don't hand you a report. We build the system with you and stay until you're running on it.
A PM Pro add-on · members only
Coaching is a PM Pro member benefit
Coaching sits on top of PM Pro, so the curriculum, tools, and community are already underneath it before your first session. Join PM Pro first, then add coaching when you're ready.
For owners who've outgrown guessing.
Coaching fits owner-led businesses with a bookkeeper but no CFO. You're past survival. The decisions are bigger now, and the cost of guessing has gone up with them.
You have the books
A bookkeeper keeps the records clean. But nobody is turning those records into decisions, and you feel it.
You don't have a CFO
You don't need a full-time finance hire yet. You need the thinking a CFO brings, applied to your real numbers.
You want to run on the numbers
You're done reacting late. You want a clear view of cash, margin, and the few metrics that actually move the business.
A system, and the habit of running it.
The deliverables matter. The habit matters more. We build both.
- β A living scorecard for the metrics that run your business
- β Written budgets you build and actually hold to
- β Cash visibility, including a forecast you trust
- β Board-ready reporting you can put in front of anyone
- β The habit of meeting your numbers and deciding from them
Two kinds of sessions.
One builds the system. One uses it. Most owners move between both as the business needs change.
Standard sessions
Build the system. We construct the scorecard, the budget, and the cash forecast on your real financials, and get them working in your business. This is where the foundation gets laid.
Leadership sessions
Once the foundation is in place, we work on the calls in front of you: pricing, hiring, capital, growth. The numbers become the basis for the decision.
Right outcome. Right cost. Right focus.
Versus a fractional CFO
A fractional CFO can run well into six figures a year. Coaching is a fraction of that, and it teaches you to run the system instead of renting someone to run it for you.
Versus the membership alone
PM Pro gives you the system. Coaching adds the accountability to actually build it. For some owners the nudge of a standing session is the difference between owning a binder and running a business.
Versus a generic business coach
This is finance-specific, with real deliverables. You don't leave with mindset homework. You leave with a scorecard, a budget, and a forecast that work.
Coaching is available to PM Pro members only, built on top of the membership so the curriculum, tools, and community are already in place underneath it.
Let's see if it's a fit.
A short call to understand your business and whether coaching is the right next step. No pressure, no pitch.
Book a fit call