Welcome to the Master Your Money program, where personal responsibility meets social impact, and creativity and fun pave the way for financial success.
What You Want
As a small business owner, managing your finances can be overwhelming. You want to grow your business, but inconsistent cash flow and confusing financial statements hold you back. You deserve a straightforward, effective system that helps you understand and control your finances, empowering you to reach your business goals.
What's holding you back
Difficulty managing cash flow and understanding financial statements.
Feeling overwhelmed and stressed by financial uncertainties.
Believing you should have a better handle on your finances and business growth.
You're not alone
At Davidson Fraser, we understand the challenges you face. Our experienced team of accountants and business financial strategists is here to guide you through a proven process to improve your cash flow and profitability.
Empathy: We know how challenging it can be to manage your business finances. You're not alone in feeling overwhelmed.
Authority: With years of experience and a proven track record, we are equipped to help you achieve financial clarity and success.
Without a solid financial plan, you risk running out of cash, feeling constantly stressed, and missing growth opportunities. Don’t let financial uncertainties hold your business back. Partner with us to gain control and confidence in your business finances.
What You Can Expect:
Schedule a Free Initial Consultation: Discuss your business needs and financial goals with our experts.
Receive a Customized Financial Plan and Coaching Strategy: Tailored to your business, designed to improve cash flow and profitability.
Implement the Profit First System: Allocate funds to separate bank accounts for revenue, tax, expenses, and profit, simplifying cash flow management.
Ongoing Support and Adjustments: Regular reviews and coaching sessions to ensure continued growth and financial health.
Start Mastering Your Money Today!
Imagine having:
consistent,
predictable cash flow and
a clear understanding of your financial statements.
The Master Your Money program helps you make financially informed decisions, grow your business sustainably, and achieve the success you’ve always envisioned.
The Master Your Money Program Includes:
One-Time Setup:
Bank Accounts Setup: Establish separate accounts for revenue, tax, expenses, and profit.
Comprehensive Prophet Assessment: Understand current cash flow and identify goal target percentages (GTPs).
Monthly (x2):
Cash Transfers: Allocate funds based on your GTP, ensuring clear and organized cash flow management.
Quarterly:
Reward Yourself: Enjoy 50% of your Prophet account.
Quarterly Prophet Report: Review and adjust GTPs with your strategist.
Annually:
Annual Review: Assess your progress and set new goals with your Davidson Fraser coach.
Celebrate Success: Acknowledge your achievements and plan for continued growth.
Program Sessions:
GAP Analysis Review: Set goals based on identified priorities.
Action Plan Creation: Develop specific milestones and metrics.
Profit Assessment: Understand your financial health.
Transfers System Overview: Implement the Master Your Money system.
Periodic Reviews Setup: Ensure regular reviews and adjustments.
Review and Next Steps: Plan for future success.
Join us on the journey towards simplicity and ease, where every interaction is guided by clear communication and a shared commitment to self-awareness and transformation. Discover what’s possible for your business with the Master Your Money program.
Schedule your free consultation now and start your journey towards financial clarity and growth.
Take the first step today!
Here's what our clients have to say
"I have worked with Hector for a number of years now and have found him to be approachable and helpful. We are always able to find practical and suitable solutions to issues, even for the difficult problems. I enjoy working with Hector and I have recommended him to others and will continue to do so."
- Ben Jones - Financial Planner / Director
