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SERVICES for business growth & lifestyle balance

SERVICES for business growth and lifestyle balance

Wealth coaching packages

I offer a number of packages tailored to specific business needs. These have been designed to suit where you currently sit in your business journey and what you want to invest in; whether it be growth, realignment or consolidation. 

Full Circle Audit

Baseline to Bluesky

Measure & Manage

Working with the Flow Society

When I work with business owners, it’s important that we look at your whole business and how it’s working for you. We will get into the detail behind the numbers and the processes. We’ll also consider your own vision and values, how you feel about your business and if it’s serving you in the way you want it to.

Design your business future

The Flow Society Shape Your Business Model

Understanding and addressing your values and lifestyle goals, and how can you meet them while running your successful business. Identify your profit drivers and your passion projects and find out how can you maintain both. Compare financial implications of different options to strategically design your business’ future.

Organised, In Control & Automated

The Flow Society Shape Your Business Model

Looking at processes, systems and easy to use templates relating to your finances, business and lifestyle. What systems can be put in place to ensure you have all the information you need? How can they be improved? How can you structure your day so that you have time for yourself? 

Forecast & Budget for Success

The Flow Society Shape Your Business Model

Identifying the months during which you should save and when (and on what!) you should spend. Finding the answers to questions like how many clients do you need each month to pay rent and meet your commitments? How can you get help, and how much can you afford to spend on it?

Inspired & Aligned

The Flow Society Shape Your Business Model

I pay particular attention to learning about my clients’ values and long-term plans in order to provide a holistic view of their business as well as their lifestyle. The big question here is if you love being in your business, and if not how can we fix that?

What exactly is a Business Wealth Coach anyway!?

Maybe it’s easier to pinpoint what a Wealth Coach isn’t!  I’m not your accountant or your financial planner, I won’t do your BAS, your tax return or arrange a mortgage for you. I also won’t get too woo-woo, I’m not a money mindset coach either. What I will do is help you get the absolute best from your business in a way that is aligned to your values, your lifestyle desires and what motivates and inspires you. Together we will shine a light on every aspect of your business: your product mix, your pricing, your profitability, your plan and your purpose to understand how we can make it work for you. The aim is to create the wealth that you want in money terms so you can love working in your small business and have the financial freedom to live a life that fulfils you and your goals.

Full Circle Audit: Your 5 Financial Pillars

You know you should have a better handle on your numbers and what that means for your business, but what should you be looking at? The Full Circle Audit dives into the 5 key business performance pillars: pricing, promotions, purse strings, profitability and profit & loss, and gives you a financial snapshot of your business. It will give you the insight and the confidence to understand how you’re doing and start taking action to create the business you want.

Is this right for you?

Do you feel a bit out of touch when it comes to your business financials, maybe you’re really not sure where to start or how to get back on task? If your business isn’t quite working for you but you’re just not sure how to pinpoint the issues the Full Circle Audit is perfect for you.

What to expect

This audit of your financial fundamentals is an essential starting point for any business wanting to take charge, achieve better financial balance and grow. It’s low effort and high impact, and will give you a valuable picture of the financial health of your business so you can focus on:

• Planning & prioritising which areas need the most work
• What the opportunities are for growth or
• Finding better balance in your business and your lifestyle
• How to better manage the ebbs and flows in your cashflow
• How to impact business performance

The Flow:

> 1) Discovery Session: To kick things off I’ll take you through the process and get an understanding of what’s working for you and what isn’t in your business

> 2) Simple Checklist: I’ll need some financial information from you, don’t worry I actually don’t need too much and it’s all things you should have on hand

> 3) 5 Pillars Audit: I get into the nitty gritty and review your profitability, create a P&L, review pricing strategies and make savings and investment recommendations

> 4) Action Plan: We’ll connect again in a one-on-one planning session so I can present the 5 Financial Pillars report covering the key insights and recommendations

Baseline to Bluesky: Uncover All Your Actions & Opportunities

The Baseline to Bluesky is a detailed program that takes a deep dive into your business. I review your financial performance and also your own personal and business goals to understand how your business aligns to that vision. It will lift the lid on your business as a whole and give you absolute clarity on what you need to do now and next.

Is this right for you?

Has running your own business not turned out as you planned? It was supposed to allow you to do what you love and fit in around your lifestyle, but instead you seem to work all of the hours without turning the profit you want. Taking a day off seems like a luxury! Maybe you’ve built a successful business but you’re not sure where to go next or you’re rethinking your business model but not sure what the right move is. If you want to get total clarity of how to make your business really work, then this program is for you.

What to expect

Get a clear roadmap on how to hit your lifestyle, financial and business goals:

• Feel in control and put to rest any feelings of doubt or unease in your business
•  Clarity on which of your offers are selling and which ones are profitable
• Get qualified ideas for new products and optimum pricing
• A clear picture on the best business model for you and recommended changes
• Feel motivated, focused and inspired, and love being in your business again!

The Flow:

> 1) In depth Discovery Session: To kick things off I’ll spend time with you to get a detailed understanding of what’s working for you and what isn’t in your business as well as discussing your values, goals, pain points and budgets

> 2) Financial Checklist: I’ll need some financial information from you – whether that be P&Ls or raw data, price lists as well as goals, budgets and data from other periods

> 3) Analysis & Options: I get into the nitty gritty and complete a comprehensive analysis of all the available data

>  4) Recommendations & Action Plan: We’ll connect again in a one-on-one planning session so I can share a detailed report discussing your current business status and what you can do next: ideas for new products, a more effective product mix, pricing and business model all with your overall goals in mind

>  5) Review & Refinement: I don’t leave you to your own devices. We will connect again once you’ve had a chance to put some of the plan into action to review how you’re going.

Measure & Manage: Keeping you focused and on track

As I’m sure you know, keeping on top of your financial performance is something that needs constant focus. However, many small businesses don’t have the time themselves or the ability to invest in a dedicated resource. My Manage & Measure package offers monthly review, analysis and recommendations to keep you on the front foot in your business without the big investment or increasing your head count.

Is this right for you?

Manage & Measure is for small businesses who want regular financial insight and continued momentum without the outlay. This is a perfect follow on from the Baseline to Bluesky program to ensure that all of the focus and actions you gained are put in place and stay on track.

What to expect

Be more nimble, responsive and ready to be proactive about the financial performance and future of your business:

• Faster, better informed decision-making
• Less time spent DIYing analysis and review of the numbers
• Spot trends and pinpoint what is and isn’t working early
• Have your finger on the pulse so you can respond to ebbs & flows quickly
• Get regular recommendations, feedback and ideas for your business

The Flow:

> 1) Discovery Session: I’ll take you through the process and get an understanding of what’s working for you and what isn’t in your business

> 2) Financial Checklist: I’ll need some financial information from you – whether that be P&Ls or raw data, price lists as well as goals, budgets and data from other periods

> 3) Monthly Analysis: Compare results with goals and trends, share recommendations and ideas

> 4) Monthly Reporting & Review: We’ll get together regularly to run through and discuss the monthly results, variations, implications and actions

The Flow Society Eliza Ludwig Business Wealth Coach

I love working with sole traders, entrepreneurs and small businesses, advising them on their strategic choices to help them build sustainable businesses.

I love working with sole traders, entrepreneurs and small businesses, advising them on their strategic choices to help them build sustainable businesses.

The Flow Society Eliza Ludwig Business Wealth Coach

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