Work with me 1:1

Strategic Planning and Mentoring

Are you ready to better understand your financials, feel in control of your performance targets and confidently grow your business – the right way?

You started your business because you LOVE what you do, right? Not so you could constantly second guess yourself or feel like you’re stuck in an endless cycle of overwhelm.

We’ve all felt lost in our numbers. Worried our expenses were too high. Nervous about scaling up and growing our team. And worst of all… Overwhelmed every time we logged into that damned accounting software.

But guess what? Running your business doesn’t have to feel like you’re trapped on a hamster wheel to nowhere…

With the help of a business mentor (who also happens to be a CPA qualified finance expert, with 20 years’ experience, earned in senior finance roles, for businesses both big and small), you can ditch the never-ending overwhelm and start leading your business with clarity and confidence.

Start reaping the rewards that come with a mentor that’s by your side every step of the way.

A mentor that compassionately (and expertly) guides you through business struggles (we all have ’em!) and celebrates your successes like her own, all the while working tirelessly with her fine-tooth comb to help you achieve the extraordinary business results you’ve been dreaming about.

Well, stop your search.

You’ve found her. 

Your perfect business mentor:

Hey there, I’m Jodi Facy

I know your small business runs on determination, perseverance, passion, and heart. 

I’m here to help you grow it.

With my enthusiastic, thoughtful, and strategic mentoring style, I can help you create a healthy and profitable business.

A business you can confidently stand behind.

PHASE 1 – Deep Dive and Action Plan –
(~1 Month)

Things kick off with a detailed onboarding questionnaire for me to find out as much as possible about you and your biz before we meet.

2-hour deep dive session (either in-person or via Zoom) that will enable us to get a big-picture view of what is working, what isn’t and focus in on the areas that need critical attention.

I’ll prepare a detailed action plan that outlines your big picture strategy over the next 6-12 months and the specific, actionable steps that need to happen to take you and your business to the next level.

This typically covers the following areas:

  • Profitability
  • Pricing
  • Money management and cash flow
  • Service offerings
  • Hiring or outsourcing
  • Automating systems or processes
  • Structuring your time to increase efficiency
  • Your ideal client and how to reach them
  • Mindset and confidence

We will then have a follow-up 1-hour session to talk about the action plan and your progress so far.

If you feel like you can move forward confidently on your own to implement the action plan, we can part ways here.

If not, we move to Phase 2.

PHASE 2:Implementation of Plan & 1:1 mentoring (min. 4 months)

We meet fortnightly, for one hour.

And the best bit?

In between meetings, you can email me or contact me via messenger to check-in, get advice, nut out a problem or send me items to review.

I will also be proactive in keeping you accountable to your action points and be there to guide you if your confidence takes a hit.

In my experience, this is where the real magic happens.

Making the plan is one thing but committing to implementing it through the ups and down of business takes more guts and determination than you might think.

SO? ARE WE A FIT?

We are perfect for each other if:

  • Your business turns over $100k+ per annum and has been operating for at least 12 months.
  • You’re ready to earn more, grow your team or make some big moves but you’re not sure where to start.
  • You are willing to do the work, trust my expertise and lean into the discomfort of change and transformation (knowing it will be oh-so worth it).

I can’t help you
(yet!) if:​

  • You need tax or investment advice – I am not a tax accountant or financial planner.
  • You need a bookkeeper (though I know a lot of good ones I can refer you to)
  • You have just started (or are thinking of starting) a business.
  • You want a quick-fix, cookie-cutter formula for overnight success (sorry, long-term sustainable results are more my style!)

WHAT MY CLIENTS SAY

Working with Jodi feels like working as part of a team – I’m so glad not to be navigating blindly on my own anymore! I highly recommend her services to anyone looking to either start or grow their small business – you won’t regret it.

Jodi is personable, supportive and understands how to create a viable business. Jodi has been super helpful in making sure that my numbers stack up and that I don’t undersell my services.

We appreciate Jodi’s dedication and attention to detail which has enabled us to achieve extraordinary results!

Your Investment

Phase 1

$1,200 + GST once-off

Phase 2

$900 + GST per month for a minimum 4 months