How a Financial Roadmap Can Transform Your Business
As a business owner, you likely have big dreams for your company—but turning those dreams into reality requires financial clarity and confidence. Understanding your numbers is the first step toward making informed decisions that lead to sustainable growth. That’s where a Financial Roadmap comes in. Let me share a real story of how this process can change everything for your business.
Why Every Business Owner Needs a Financial Roadmap
One entrepreneur—a creative professional just like you—felt hesitant about working with a financial coach. She already had a bookkeeper and accountant on her team and wondered, "Do I really need this?" But during her initial chat, she realized that this wasn’t about complicated jargon or generic advice. It was about gaining a clear, actionable understanding of her business numbers.
From Confusion to Clarity: How Financial Coaching Helped Her Business Grow
When we first sat down, one thing became clear: she had big dreams but felt uncertain about her financial direction. Together, we got to work on defining her personal and business goals for the next 12 to 36 months. These goals became the foundation of her roadmap, guiding every decision.
Next, we dug into her financial statements, looking for hidden opportunities to boost growth. It was here that we uncovered errors in her accounts that no one had noticed before. Fixing these was the first step toward creating clarity.
Once her accounting system was up to date, we built accurate forecasts. These forecasts not only helped her secure much-needed funding but also became her tool for exploring new income streams. Month by month, she began tracking her progress with confidence and making data-driven decisions to grow her business.
The transformation was remarkable: she increased her income by 95% and slashed her expenses by 25%. More importantly, she now feels equipped to face her numbers fearlessly and see them as the key to unlocking her business’s full potential.
The results? She increased her income by 95% and reduced her business expenses by over 25%. Beyond the numbers, she now tracks her progress confidently, equipped with the knowledge to grow her company with purpose.
The Results: Increased Income and Reduced Expenses
Here’s what she had to say:
"The feature I loved most about the Financial Roadmap Program was becoming crystal clear (well, almost) about what my financial statements actually meant. Ally found some errors in my accounts I wasn’t aware of, and we quickly got my accounting system sorted. I also had a set of forecasts that helped me secure much-needed funding. So far, I’ve increased my income by 95% and reduced expenses by 25%."
This isn’t just about fixing numbers—it’s about transforming your relationship with your finances.
How Increasing Sales and Decreasing Expenses Can Drastically Boost Your Net Profit
In business, even moderate changes in your sales and expenses can have a huge impact on your bottom line. Let's take a look at a simple example to see just how powerful these adjustments can be.
Example: The Impact of Sales and Expenses Adjustments
Let’s assume you have (this is just an example for illustration purposes and are not my client's actual figures):
£100,000 in sales
£75,000 in expenses
Now, imagine you increase your sales by 95% and decrease your expenses by 25%. Here’s what happens:
Sales increase by 95%:
Your new sales would be £195,000.
Expenses decrease by 25%:
Your new expenses would be £56,250.
Now, let’s look at the numbers:
Original Net Profit:
£100,000 in sales - £75,000 in expenses = £25,000.
New Net Profit:
£195,000 in sales - £56,250 in expenses = £138,750.
This means that by increasing sales by 95% and decreasing expenses by 25%, your net profit increases by £113,750, which is a 455% increase in net profit!
Key Takeaway:
This example shows how even modest improvements in sales and cost control can drastically improve your net profit.
Your Next Step: Let's Build Your Own Financial Roadmap
Are you ready to take control of your business finances and grow with confidence? There are two ways to get started:
1. Financial Roadmap Program, Just £1,997 – By Application Only
Transform from dreamer to doer with your own personalized Financial Roadmap (like the client above). Together, we’ll develop a strategy to become financially fluent in your business, enabling you to make informed decisions and achieve sustainable growth.
The process starts with a complimentary Cash Chat & Coffee, a relaxed initial consultation where we’ll discuss your needs and decide if this program is the right fit for you.
2. Simple Money Moves – From Just £47 a Month
Start the year strong with this entry-level 1 to 1 email financial coaching program designed to help you manage cash flow, track expenses, and implement simple financial habits that build confidence and stability.
Individualised Support: Each month, we’ll send you a simple PDF to complete, then we’ll review your numbers and send you a quick report which will identify opportunities, and provide actionable recommendations tailored to your business.
Your Financial Journey, Visualised: You'll also receive a custom visual that tracks your progress, so you’ll always know where you stand.
One Burning Question: Each month you can send us a question on basic taxes, HMRC or Companies House deadlines etc.
🎉 Special Offer for our low-cost introductory program: Be one of the first 5 to get started with Simple Money Moves in January 2025 for just £7/month locked in and kickstart 2025 with personalised financial guidance. We also have a great special January 2025 deal for the Financial Roadmap program, email me to learn more.
Why Wait? Start Your Financial Journey Today
Whether you’re ready for the full Financial Roadmap experience or want to ease in with Simple Money Moves, the time to take charge of your business finances is now. Don’t let confusion or hesitation hold you back. Let’s work together to build a solid financial foundation and set your business up for lasting success.