Do you need a financial coach?

Is your business ready to get to the next level but not quite sure how to navigate through all of the financials? Or are looking for investors and need to fine-tune your finance processes, streamline to make sure everything is 100%? You may need a financial coach.

But firstly, what is a financial coach?

At Bloom Money, a financial coach is your money guru. Our team support you with your financial questions, concerns and goals every month.

What does a financial coach do?

Essentially we help you make more money. A bit like a CFO supports their CEO in a large business we ensure the numbers are accurate, find savings and help you focus on the things that are actually going to make you more money that you can actually keep. A financial coach guides you on all things finance.

We’ll catch up monthly to talk about your business money. This is your chance to tick off the financial tasks that you may not want to do on your own, or you just need a little extra support from a fully certified CA/CPA accountant. Think profit targets, budgets, BAS statements, pay runs or how to attract investors, we are here for it!

The best thing about having us as your Financial Coach? We’ll keep you accountable and on track to kicking financial goals this year!

Do I need a financial coach?

This is of course your personal preference, however if you’re too busy with the “doing” of running your start-up business and don’t have the time to strategise and plan financial goals, this is where we come in. We take the stress out of making money. We avoid financial jargon and give you the facts on what you and your business need to do to have a positive cash flow and essentially make money.

When you book a Bloom Money Financial Coach you get:

1. 6 x monthly one-on-one Accounting advice

2. A monthly call to go over your monthly financial position and any numbers questions you’ve saved up for us

3. A follow-up email with all advice and recommendations covered during our session- including extra links and resources (so you don’t forget anything)

Are you interested to know more?

We have offices in Brisbane and the Gold Coast however we service clients virtually from anywhere in the world. So whether you are local or global, we would love to learn more about your money goals. Let’s book a 15-minute chat here.

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Leigh Cheyne – Planet Organic
“Having been in business now for more than 25 years I can say that without a shadow of a doubt that Bloom Money has been the best team I have had the pleasure to work with.

They are extremely responsive to any request from us both big and small, they are very professional and have a large depth experience and knowledge to draw upon.

However for me I think the best feature of Bloom Money is the personal approach. They make you feel like you are very important to them and they make a real effort to understand your business needs which in turn leads to better financial advice and performance.

I would not hesitate to highly recommend Bloom Money.”

★★★★★

David Glenn, Ascot Capital Management Limited, NZ
“I had the pleasure of working with Bloom Money for 15 months – and thoroughly recommend their can-do attitude, timely responsiveness and excellent communication. We needed outsourced finance expertise for a rapidly expanding Brisbane based online brand; opening up sales channels in North America and Europe in very rapid succession. Lots of operational stresses, cross boarder compliance and consolidated accounting – but throughout Bloom Money maintained timely and in-depth financial reporting. Can’t recommend highly enough. “

★★★★★

Greta Wood
“I highly recommend seeing these girls if you are uncertain with your money.
They are professional, warm and welcoming! They know their stuff inside out.
Thanks girls! I’ll be coming back”

★★★★★

Lani Buckley
“Today was spent with the lovely ladies at Bloom Money for their first Coffee Calculators workshop It was absolutely class & Id highly recommend them for any women in business whether you’ve been doing it for 2 months or 20 years!”

★★★★★

Claudia Lamb
“My session with Liv and Jaimie was everything I hoped for and more, I wasn’t expecting to make it through my very long list of questions I have accumulated over the last few months at Louder Now there was even time to spare to work on things I hadn’t even considered. Not only do I now know exactly what I need to do to reach my financial goals, but I am also confident I can do my own tax this year! If you are a business owner who wants to know your numbers, I cannot recommend Bloom Money enough!”

★★★★★

Leigh Cheyne – Planet Organic
“Having been in business now for more than 25 years I can say that without a shadow of a doubt that Bloom Money has been the best team I have had the pleasure to work with.

They are extremely responsive to any request from us both big and small, they are very professional and have a large depth experience and knowledge to draw upon.

However for me I think the best feature of Bloom Money is the personal approach. They make you feel like you are very important to them and they make a real effort to understand your business needs which in turn leads to better financial advice and performance.

I would not hesitate to highly recommend Bloom Money.”

★★★★★

David Glenn, Ascot Capital Management Limited, NZ
“I had the pleasure of working with Bloom Money for 15 months – and thoroughly recommend their can-do attitude, timely responsiveness and excellent communication. We needed outsourced finance expertise for a rapidly expanding Brisbane based online brand; opening up sales channels in North America and Europe in very rapid succession. Lots of operational stresses, cross boarder compliance and consolidated accounting – but throughout Bloom Money maintained timely and in-depth financial reporting. Can’t recommend highly enough. “

★★★★★

Greta Wood
“I highly recommend seeing these girls if you are uncertain with your money.
They are professional, warm and welcoming! They know their stuff inside out.
Thanks girls! I’ll be coming back”

★★★★★

Are you ready to level-up your numbers game?