WORKING WITH COACHES
CREATING TIME TO FOCUS ON YOUR COACHING
During the decades I’ve worked as an accountant and a business coach I have experienced many business owners who have felt unable to plan their growth journey confidently because they do not know their numbers, or don’t feel comfortable with finance language their accountant uses. For a business coach this can prove tricky and consume a lot of time trying to sort out their non-existent, or messy numbers instead of doing what you love to do, business growth planning and coaching!
This is the main reason business coaches like you have decided to work with Blue Dragonfly Insights. Doing so means you can focus your time on planning and coaching your clients towards their goals, safe in the knowledge those plans are based on accurate numbers.
Take a look below and see how easy it can be with Blue Dragonfly Insights on board to work with you and your clients
WORKING WITH YOU AND YOUR CLIENTS
Successful business coaching programmes include a thorough investigation of a businesses finances and these tend to be broken down into bitesized chunks so they do not to overwhelm your clients. Below are examples based on the ActionCOACH programme, however, these can be adapted according to the way the finance aspect of your own coaching programme works.
ActionCASH:
I will work with you to find the data for the input sheet, and provide an interpretation of the report.
ActionPLAN
Support will be provided for the population of budget and cashflow information, as well as the integration with Xero or Quickbooks, along with interpretations of the reports.
Bookkeeping Review
A review of bookkeeping will be undertaken in order to identify any future problems or opportunities for improvement. Plus, I will fix and repair errors found in the bookkeeping and provide training on how best to use the software.
Prospect Review Pre-diagnostic Discussion
A review of the accounts will be undertaken to help find prospective pain points and ways to find your fee.
Finance Events
Blue Dragonfly Insights provides online full-day Master your finance workshops to educate your client or their team, as well as in-depth 6-month course ideal for business owners who are heavily involved in their bookkeeping or wish to understand how it all works. Check out the events here
Both types of finance event offer a mixture of theory and practical advice as well as training on how best to use their bookkeeping software.
Your Personal Outsourced Finance Coach
Regular check-ins with your clients around their numbers and feedback provided.
REDUCING ANXIETY AROUND BUSINESS FINANCES FOR YOUR CLIENTS
Blue Dragonfly Insights programmes will help you help your clients’ take control and avoid sleepless nights over cash flow in order to:
- Avoid running out of cash
- Gain clarity on business performance
- Know how to improve the business
- Learn what the business is worth
- Increase business finance confidence
MAKING YOU LOOK GOOD
Not only can Blue Dragonfly Insights work with your clients, you can also take this opportunity to learn more about business finance and software. By mastering your own finances, you can help those you coach master theirs too! If you are not confident to do this, I will happily step in and support your clients on the finance aspects of their coaching journey.
Hi, I’m Angela Turton, Blue Dragonfly Insights founder, ICEAW Chartered
Accountant and Business Finance Coach with ActionCOACH.
I’ve been supporting business owners and coaches with their numbers and bookkeeping for many years, helping them get to grips with business finance
and their accounting software. It’s been a true privilege to show them where and how they can increase their profits and grow their business, and it all starts with having accurate numbers!
If you would like to have an informal chat with or book in a free
bookkeeping review contact me at: angela@bluedragonflyinsights.co.uk
HOW TO WORK WITH ME
The first step is to arrange a FREE Bookkeeping Review by emailing me at: angela@bluedragonflyinsights.co.uk
or you can join one of my finance events.
Matthew Jones
MD, Oakwood
“We only used Xero to reconcile accounts for our accountant, but now we will use it for budgeting, cost summaries, and our business plans.”
Joshua Bishop
MD, EPM Engineering
“It was an open and honest atmosphere with blunt yet useful and direct solutions to my questions. An eye-opening workshop, thank you.”
Nick Hamilton, MD
Barnsdale Gardens
“I liked that Angela’s course made problematic and complicated (in my view) accounting systems easier to understand and simplistic.”