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Are you frustrated with

profit and cash flow challenges?

We provide frustration-free financial coaching and fractional CFO services.

Personalized 1:1 Coaching and Support

Increase your bottom line.

Take control of your long-term profitability.

Expand your team with fractional CFO support.

Services

Small Business Coaching

We understand how scary and exciting it can be to run your own business.

Is the anxiety around paying your taxes making you stressed?
Are you charging the value of what your services or products are worth?
Are you unsure if and when you can afford to pay yourself ?
Do you feel frustrated that you don’t know your real financial numbers?
Do you know how to forecast your performance for the next 2- 5 years?

We help you understand your business financials, so you can make better business decisions that will inevitably lead to more profit.

Our Small Business Coaching Process

1. Complimentary 30-minute consultation

Discuss where you are, where you want to go, and how we could work together.

2. Client determines whether our suite of services is a good fit.

Have we answered your questions? Are we a good fit to work together? If so, let’s do it!!

3. Schedule onboarding meeting.

We will complete a full audit of your unique business operations and align to your goals.

4. Solution identification and review.

Following the audit, we will collaborate on realistic solutions to confidently achieve your goals.

5. Weekly 1:1 intensive coaching sessions.

Together, we will review multiple scenarios and forecast a profitable future where your business is thriving.

With our expertise, you can become your own CFO. You will have the power to make smart, informed, financial decisions to increase your profitability, not just your revenue.

Testimonials

We're very pleased with the investment that we made in our business by hiring Gloria . It was quickly made evident to us that she had the long-term success of our business in mind with all the recommendations and services she provided. Her intensive 1-1 coaching was bar none! She guided us by looking deep into our current business financials and in forecasting our financials for the next 5 years. This process helped to solidify our strategic goals. We would highly recommend Gloria to any small business needing financial guidance that will quickly put them on the road towards greater success.
Jada Ross Holdings
“Partnership” is how I would describe your business model. I was overwhelmed by all that I was learning in other group courses, so having you as my partner and guide has been excellent. Knowing that I can call you if I get stuck is good. I am 10/10 likely to recommend your service to other businesses. I would have paid more for the value that I received. I appreciate our work together.
Bettman Consulting Group
The services provided by Joseph Mgmt. Inc have been stellar. She helped our company become more focused and drove us to achieve our strategic goals. As a solo founder of a bootstrapped tech startup, there were times where I came into our working sessions disappointed, stressed, or lacking direction. However, Gloria helped our company by providing support through her personal networks to help us further excel.
Tutor D