Launch with clarity, systems, and financial confidence.

What Is Finance-Forward Coaching?

“We don’t just help you start — we help you start smart.”

Starting a business is exciting — but without financial clarity, it’s risky. Our finance-forward coaching ensures you don’t just launch… you launch with purpose, structure, and a plan to profit.

With our support, you'll:

  • Build a pricing strategy that reflects your value

  • Create a budget and simple cash flow plan

  • Choose the right business formation (LLC, sole prop, etc.)

  • Understand how to stay profitable from Day 1

No fluff. No generic advice. Just real financial systems tailored to your business goals.

Who It’s For

This coaching is perfect for:

  • First-time entrepreneurs who need step-by-step financial clarity

  • Side-hustlers ready to quit their 9–5 and go full-time

  • Service-based founders who want to think like a CFO, not just a freelancer

If you're asking “How do I actually make this work financially?” — this is for you.

Choose the level of support that fits your stage, style, and goals.

  • One-Time Strategy Session

    Perfect for: Idea-stage entrepreneurs or those needing fast clarity

    A 90-minute 1:1 virtual session where we dive into your business idea, run the numbers, and outline your next financial steps. Ideal if you’re feeling stuck, overwhelmed, or want a second set of eyes before you invest time or money.

    You’ll walk away with:

    A simple financial roadmap

    Clear pricing and service strategy

    Top priorities for launch

    A recorded session + action checklist

    This is like having your own CFO in the room — focused on your success from the start.

    Get it now

  • 8-Week Start Smart Plan

    Perfect for: Founders who want structure, accountability, and results

    This guided 8-week coaching program walks you through the foundational systems every new business needs — you’ll build from the ground up.

    Week-by-week topics include:

    Mindset, Confidence & Commitment

    Find Your Niche + Validate It

    Choose Your Business Model + Start-Up Costs

    Name, Register, and Protect Your Biz

    Bokkeeping, Banking, & Taxes

    Your Business Identity + Getting Online

    Get Your First Customers

    Launch Plan + CEO Habits

    It’s like a business bootcamp with a financial backbone — personalized for you.

    Get it now

See what our clients have to say!

  • "She is now a core member of our team and keeps our financial life, including payroll, bill pay, and reporting, in order! Can't say enough great things about Ivy."

    -Chloe

  • "She consistently demonstrates a genuine concern for the success of my business, offering invaluable insights and solutions tailored to our specific needs...Her dedication, expertise, and unwavering commitment to client satisfaction make her an indispensable asset to any team"

    -Michelle H.

  • "She's reliable, knowledgeable, understanding, and an expert in her field. As someone who is new to business and its inner workings, Ivy took her time with me and helped every step of the way."

    -Steven R.

  • "Having her support has made our journey into business much smoother and less intimidating. We feel very lucky to have found Ivy. She has played a crucial role in our early success, and significantly added value by helping us make informed decisions and streamline our business planning process."

    - Fabrizio L.

  • “I'm very eager to learn more about what she has to offer to get me started successfully and hopefully she will continue to be my GO-TO gal for all my financial/tax/accountant needs moving forward!”

    -Kelsey A.

Let’s find out if this is the right support for you.

This 20-minute call is a no-pressure way to ask questions, explore options, and take the first step toward launching your business with confidence.