Business Financial Consulting
Empowering Your Business with Financial Health & Confidence
At Red PocketBook, we provide strategic financial consulting and coaching tailored for small business owners and corporations. Unlike traditional accounting firms focused on tax preparation, we take a holistic approach to financial health, helping businesses optimize cash flow, improve profitability, and achieve long-term growth. With customized financial strategies and expert guidance, we empower entrepreneurs to make confident decisions and reach their business goals. Whether you're a startup needing financial planning or an established company looking to scale, Red PocketBook offers personalized solutions to support your success.
Ready to get started? See our business financial consulting packages below and book a free consultation to review your options.
Starter Success Package
The Starter Success Package is perfect for foundational planning and support for companies in their first year of operations.
This program is ideal for:
Companies starting out or in the first few year of operations.
Owners wanting a detailed financial plan to start their business.
Owners who are not familiar with the financial aspects of business.
At Red PocketBook we will work together with you to help create a clear path to reach your goals.
8 Sessions | $747 CDN
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To help set your business up for success we need to understand the current state of financial systems, tracking, performance and other related business goals and systems.
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Depending on where your company on your journey - the sessions can be focused on the following:
Accounting set up
Tracking of financial information
Business Financial forecast
Pricing strategy review
KPI development
Anything else you want to focus on.
Business Health Checkup
The Financial Health Checkup program is a deep dive review of your businesses financial health with recommendations to improve health.
This program is ideal for:
Companies within 1 to 101+ years of operations
Profit margins are low, despite growth
Financial health status is unknown
Owner is focused on business passion vs financial management
At Red PocketBook we will work together with you to help create a clear path to reach your goals.
8 Sessions | $1,297 CDN
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An income statement review for your business shows how much money you’re bringing in (revenue) and how much you’re spending (expenses). It helps you see if you’re making a profit and what’s left after covering costs — this is called your profit margin. Reviewing this statement can also highlight trends, like rising expenses or fluctuating sales, that you may need to address to improve profits.
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A balance sheet review looks at what your business owns (like cash, equipment, or inventory) and what it owes (such as loans or bills). It helps you see if your business is in a strong position by comparing these numbers. This review is key to understanding your overall financial health and making smart decisions.
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An expense review will help uncover opportunities to improve your profit margins.
A KPI review will help you understand opportunities to improve the KPI’s being measure and/or find opportunities to improve the business operations.
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Detailed recommendations and action plans to improve financial health - based on the above assessments.
Recommendations will include quick wins, medium term and longer term wins.
Profit Optimizer Procedure
The Profit Optimizer Procedure is ideal for business owners and corporations looking to understand and optimize their financial drivers to boost profitability.
This program is ideal for:
Companies within 1 to 101+ years of operations
Raid growith with minimal financial oversight or lack of defined processes
Owner is focused on business passion vs financial management
At Red PocketBook we will work together with you to help create a clear path to reach your goals.
20 Sessions | $2,997 CDN
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Deep dive on expenses and revenues to identify trends or anomalies to further review to identify opportunities to optimize profit
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Review and/or establish measurable metrics to monitor business performance, enabling data-driven decisions and continuous improvement - to optimize profit
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Review of profit margins to identify opportunities to optimize profit
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A roadmap of opportunities to enhance profit
12 Week Financial Strategy & Success Program
The 12-Week Financial Strategy & Success Program will help business owners and leaders focus their financial attention to drive financial confidence and sustained profit growth.
This program is ideal for:
Companies within 1 to 101+ years of operations
Businesses who need a dedicated temporary support but not ready for full-time
Businesses who need support on a special project and lacks in-house expertise
At Red PocketBook we will work together with you to help create a clear path to reach your goals.
12 Weeks | $12,000 CDN
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This session will be held to define the 12 week program that is alined to your unique goals. The program is designed to position your business for sustained success. There are endless possibilities.
Strategic Planning
Forecasting & Budgeting
Support for funding requirements
Streamlining & automating processes
Pricing Reviews
Key Performance Indicator (KPI) Setting
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Hands on support to help in areas agreed upon in goal setting.
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3 months after the program - 2 follow up sessions will be held. These sessions are designed to review your progress, address any additional tasks or assessments, and reassess your goals to ensure continued success.
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"Working with Amanda has been a life-changing experience. I came to her with overwhelming anxiety about my mortgage because my past brokers never took the time to explain anything.… I truly don’t know what I would have done without her guidance and support. She’s more than a financial coach and mortgage agent—she’s a lifesaver!"
- S&M
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“Amanda is a diligent and compassionate Financial Coach. She provides a thorough analysis of your current state, is prompt and focused and provides advice that directly supports your financial and life goals. She provides several options to test your scenarios, remains objective and maintains confidentiality. A consummate professional and she knows her stuff! Highly recommend.”
- Sonya
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"I reached out to Amanda because I needed help getting control of my personal finances and gaining clarity around my financial situation…Her approach was insightful, empowering, and tailored to my unique needs. Thanks to Amanda, I now have a clear plan in place and feel more confident about my financial future.”
-Vanessa