1:1 Financial Coaching
The weight of running a childcare business can be heavy, but you don’t have to carry it by yourself.
Our 1:1 financial coaching platform is a 12-month program which takes the business owner through a financial journey. On this journey, we not only educate on what financials should look like, but what it all means. Together (on a monthly virtual meeting) we go over the business’ financial statements and do deep dives into various analysis.
Included in the program are:
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Intentional goal planning for both business and personal
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12-month laid out Action Plan that allows us to follow the journey together
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Expense management analysis
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Tuition Analysis (to help understand breakeven and help determine tuition increases)
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Industry benchmarks and how they apply to your business
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Budget creation and analysis
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Cash analysis
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Stress free year-end prep
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Ongoing QuickBooks training
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Ongoing support and accountability
QuickBooks Online Training Participant
"I have a degree in accounting and have used quickbooks for years and I still learned so much!! There are so many ways we can leverage quickbooks - my main takeaway is to cleanup our chart of accounts using several of the tips shared so that our reporting will be more useful."
QuickBooks Online Training Participant
"Quickbooks content is massive. The instructor did a great job of highlighting the areas that would be relevant to child care owners. Additionally, the information in the workbook provided further understanding."
QuickBooks Online Training Participant
"I've been in childcare for 25 years and have used QBs for multiple groups throughout my career. I did not expect to learn anything new. The training was efficient, insightful and engaging. I used two pieces of information in an investor meeting the next day and directed my business manager to immediately change a pending classification for two of our clients. Thank you! Looking forward to joining more trainings."
Tricia Abbott, CEO, SpringStone Montessori School
"TLG Financial has been awesome to work with over the past two years. They’re super responsive and always on top of things, which makes everything so much easier on our end. Our financials are consistently completed and uploaded to our portal at the beginning of each month, so we always know where we stand. Every quarter, we do a one-hour deep dive to go over our profit and loss, budgeting, and how each of our six locations compares to industry benchmarks.
One of our biggest business goals was to truly understand our books, and thanks to TLG, we’ve finally reached that point. It feels amazing to have clarity and confidence in our financials—and we couldn’t be happier with their service."