Small Business Financial Clarity Coaching

Understand your business finances. Make decisions with confidence. Build sustainably.

Small Business Financial Clarity Coaching is an educational coaching service designed to help business owners understand their numbers, organize their financial systems, and make thoughtful, confident decisions — without overwhelm or judgment.

This service is ideal for small business owners who don’t want to hand everything off, but instead want to understand what’s happening in their business and why.

This is not bookkeeping, accounting, or tax preparation.
It is financial education and decision-support coaching for business owners who want clarity and control.

Who This Is For

Small Business Financial Clarity Coaching is a good fit if you:

• Feel unsure or anxious about your business finances

• Avoid looking at numbers because they feel confusing or heavy

• Want to understand cash flow, pricing, and profitability

• Are running a small or early-stage business without a financial background

• Want to make better decisions, not just react to problems

• Prefer education and partnership over outsourcing everything

You do not need to be “good with numbers” to benefit from this work.

What We Work On Together

Each coaching engagement is tailored to your business, but commonly includes:

• Understanding how money moves through your business

• Clarifying income, expenses, and cash flow

• Separating personal and business finances

• Pricing and profitability education

• Understanding financial roles (coach vs bookkeeper vs CPA)

• Preparing for tax time with less stress (education only)

• Creating simple financial systems you can maintain

• Learning how to use financial information to make decisions

The goal is not complexity — it’s clarity, confidence, and sustainability.

How the Coaching Works

Small Business Financial Clarity Coaching is typically offered as a multi-week engagement or monthly coaching relationship, combining:

• Clear financial education

• Coaching conversations focused on real decisions

• Practical frameworks and simple tools

• Supportive accountability without pressure

You’ll leave with:

• A clearer understanding of your business finances

• Less fear and avoidance around money

• Systems that support your work instead of draining you

• Confidence to make informed business decisions

• Readiness to delegate transactional work when appropriate

What This Is — and What It Isn’t

This is:
✔ Financial education for business owners
✔ Coaching and decision support
✔ Systems and structure guidance
✔ A collaborative, respectful partnership

This is not:
✘ Bookkeeping
✘ Accounting or tax filing
✘ Compliance or audit services
✘ “Done-for-you” financial work
✘ One-size-fits-all advice

Our role is to help you understand your business, not take it over.

Our Approach

At Tally & Sage, we believe business finances don’t need to feel intimidating or opaque.

We focus on:

• Education over correction

• Simplicity over complexity

• Calm structure over urgency

• Long-term sustainability over quick fixes

We meet you where you are and help you build financial clarity that supports both your business and your well-being.

Ready to Get Clear?

If you’re ready to understand your business finances and make decisions with more confidence, Small Business Financial Clarity Coaching is a supportive place to start.

👉 Begin with a complimentary business clarity call to see if this service is the right fit.