Energetic Money Audit For Small Businesses
A one-time consulting service designed to uncover your small business’s energetic and financial blocks that are costing you money.
Did you know your business is a separate (and often legally separate) entity with its own unique energetic blueprint? Yep! Like humans, a business can also experience energetic money blocks, which can materialize into slow/stagnant sales, liquidity issues, or debt (leverage) problems. There could also be financial leaks affecting its profitability and bottom line.
In order to thrive, it’s important for your heart-led business to develop strong energetic boundaries and processes for regularly clearing stagnant energy. Aspects of it may need to be reworked and shifted around so that energy can flow, systems can become more efficient, and the business can financially flourish! This includes your relationship with the business as well!
If you would like to receive an independent audit of the financials and energetics of your small business, this service is for you!
The Process & What’s Included:
FOR SMALL BUSINESSES ONLY
Energetic Money Audit
STEP 1: A WEALTH ENERGETIC ASSESSMENT MEETING
of you, your business, and your relationship with your business. I take an intuitive and trauma-informed approach to this session to determine any leaks, blocks, resistance or misalignment. This assessment helps guide me into areas of your business that require more or less attention. It will help me identify areas that need money healing or process improvement.
STEP 2: A BUSINESS OVERVIEW MEETING
I’ll dive into the practical nature of your business. Together we will go over your business plan and review your business’ financial goals. I’ll ask questions to learn more about your industry, processes, pricing, and offerings. I will also examine your strengths, weaknesses, opportunities and threats (SWOT).
STEP 3: FINANCIAL HEALTH ASSESSMENT
This is a complete financial statement assessment and ratio analysis. I will examine your margins, liquidity, profitability, leverage (debt and equity) and more. I will also assess if your business is taking on unnecessary financial risks that may need to be mitigated. This is the step where I really dig into all of the nitty gritty details!
STEP 4: AD HOC FINANCIAL ANALYSIS
Upon request, I can also perform financial analysis around any significant, upcoming investment decisions you are considering making in your business (such as hiring on support, upgrading your tech stack, etc.) to offer clarity on the rate of return, net present value, or opportunity cost of that decision.
STEP 5: PDF REPORT SUMMARIZING MY ANALYSIS, FINDINGS AND RECOMMENDATIONS + REVIEW MEETING
This report provides clarity around where you and the business need additional money healing or financial support. I will attach any accompanying spreadsheet analyses to the report. We will review the report together.
If you’d like to receive an Energetic Money Audit for your small business, I charge a fixed fee that starts at $2,664. This fee is payable in full or in three monthly installments of $888. This fee is agreed upon at the start of the engagement and may increase depending on the stage, nature and complexity of your business.
My analysis, findings and recommendations will be delivered to you within 90 days unless unforeseen circumstances prevent us from meeting that timeline.
AN AUDIT CAN HELP YOU...
Find greater joy, purpose and satisfaction in your work.
See things from a big picture (birds eye view) perspective.
Feel more empowered when tending to the financial aspects of your business.
Make executive financial decisions in your business that feel good in your body.
Save and make more money in the long-term.
Gain clarity on what needs to shift or change so both you and your business feel financially nourished.
Learn where you’re spending too much (or too little) energy and money that is not in alignment with your business’ goals.
Learn how to clear negative or stagnant energy in the business. (Note: this may include switching vendors, integrating a new technology, letting go of certain clients, etc.).
Run and operate your business more efficiently.
QUESTIONS AN AUDIT CAN HELP ANSWER...
How can I get into energetic alignment with my business?
Which product and/or service lines are most energetically aligned, with the potential to be profitable?
Should I raise my prices? (Note: this is often directly related to the business owner’s capacity to receive more).
What is the nature of my business’ debt? Have I taken on too much non-strategic debt? If so, how can I reduce it?
How can I enhance my liquidity so I can meet my short-term obligations?
Is it in alignment for me to pick up a side job as this business grows? Or when can I financially afford to quit my full-time corporate job and take this business full-time?
Can I reasonably afford to hire help? (Plus, digging into the reasons you might feel resistance to delegating or hiring support).
Is it in alignment for the business to make this large capital investment? What is the potential return on investment (ROI)?
I am struggling to see the financial future of this business. How can I budget and forecast more accurately?
Do You Help Me Implement Recommendations?
No. At this time, this is strictly a one-time (project-based) service. After I complete the audit and deliver my findings and recommendations, you are responsible for making adjustments and implementing that advice.
What Type Of Businesses Do You Work With?
I work with spiritual, intuitive, and heart-led business owners (mainly female entrepreneurs). Example types of businesses I work with include healers, coaches, therapists, virtual assistants, and bookkeepers. I also work with business owners selling conscious and sustainable products.
What Makes You Qualified To Conduct An Audit Of My Business’ Financials?
I have over six years of experience in public accounting, where I performed numerous external audits and consulting projects. I am also a Certified Corporate FP&A Professional focusing on financial planning for large entities and businesses (not just individuals and families). I also have a holistic business educational background, having both an MBA and Finance degree.
Interested In A Money Audit For Your Business?
SCHEDULE A DISCOVERY CALL TODAY