Where would you like to start? Choose the option that is right for you!
Schedule a call with Jolene!
Not sure if I can help you where you are? Let’s schedule a 30-minute complimentary discovery call to find out!
Next step: Schedule a call with Jolene via “calendly”.
Confidential Financial Snapshot Analysis
$327
Includes two 45-minute calls
Let’s talk about your current financial status and goals…where you are now, where you are going, and how you can get there!
Together we will review these areas and answer these questions:
- The effectiveness of the systems you are currently using to track your income and expenses
- If you created a budget or spending plan for your business, we will determine if is working for you
- Are you on track to reach your profitability goals?
- We will create a financial tracking system for your business
- How and when to upgrade your systems to fund additional business ventures or increase production
- Bonus – are you growing? How to know if you can afford to hire additional staff and the costs to be aware of
Next Steps: Register “here”. Schedule your first call “Calendly”.
And complete the questionnaire and provide basic information.
$327
Includes two 45-minute calls
Business Consultation and Strategy Sessions
$997
Includes three 75-minute sessions
As someone who has been there and traversed the landscape as a CFO, COO and business owner, I will guide you through the process of establishing systems for success. No situation is too complex… we will work together to discover the right solutions for you and the next logical steps.
As a business owner, you are dealing with multiple challenges as you seek to grow your enterprise. I meet you where you are and create the space for you to explore options and make decisions. I am here to support you in your growth. A sample of the topics we can address:
- Is this a good time to expand your team? Can you afford it? If yes, we will create a plan for hiring your next team member.
- Is your current organizational structure working and what will it look like in the future?
- Do you need to implement or upgrade your payroll systems? What are your options?
- Define your Core Values and determine if your staff is in alignment with your values.
- Upgrade your financial and reporting systems.
- Determine whether you are on track to meet your profitability goals.
- Discuss and plan for your in-person or virtual events.
- What profile tools should you be using to better communicate with your team? (DISC, KOLBE, Human Design, Wonderlic, Meyer-Briggs)
- And much, much more!
This three-session package is the entrée into working with me. Additional packages available on request.
Next Steps: Register “here”. Schedule your first call “Calendly”.
And complete the questionnaire and provide basic information.