Do you find yourself:
1. Lying awake at night stressing about your finances?
2. Wondering how much further ahead you would be if you had financial support all year round?
3. Wondering what your money stress level be if you had a financial expert in your corner guiding you on what to do and helping you action it?
4. Willing to invest in yourself and your business to really help you scale and grow?
5. Wanting to enjoy money and reward yourself for the work you do?
6. Wanting to leave a legacy for your family?
Let’s face it
You went into business to offer your product or skills, but you’re expected to understand all this financial jargon that …well quite frankly you just don’t get or know where to begin with. You hired a business coach, but they never went beyond your idea and services to really dive into your numbers and told you to hire an accountant. You hired an accountant but they’re not educating or guiding you in your business, they just help you file your taxes and pay CRA! You need more financial support and have no one in your corner.
What if your new reality was
Knowing what your financial targets are so you can work towards them
Knowing how to track your financials so you have the information you need
More consistency in your cash flow and progress towards your financial goals
Taking control of the conversations around money and your financial team
Having a financial expert to consult on what’s working and not working in your business
Taking control of the conversations around money and your financial team
Having a better relationship with your finances
INTRODUCING BIZBUDDY – A GROUP CFO PROGRAM
A one of a kind LIVE money coaching program, designed specifically for service-based entrepreneurs like you who want to elevate their businesses from surviving to thriving! Over the next 12 months, I will provide comprehensive coaching with a strong emphasis on financial literacy, money mindset, and personalized guidance as both a CPA and financial advisor.
Together, you will become empowered to achieve a lifetime of financial success. I will help you set up your business for prosperous growth, gain a strong understanding of your numbers, and collaborate with fellow entrepreneurs—all while being supported by my expertise. Let’s transform your approach to money and embark on this exciting entrepreneurial journey together!
Led by a CPA who does more than just taxes.
As an entrepreneur, I know that numbers can generate a significant amount of stress. Many of my clients come to me feeling overwhelmed and frustrated, desperately needing their businesses to succeed but unsure where to turn or how to address their financial challenges. They often struggle to navigate the complexities of their financials, feeling lost and uncertain about their next steps.
In this program, I will wear the hat of your money coach, guiding you through financial planning, risk assessment, and financial reporting—all critical components for small business owners. Through our work together, you’ll experience a transformation. My coaching and guidance will eliminate your fears and uncertainties, empowering you to make confident decisions about your business and finances.
I’ve seen firsthand how this approach can change lives. Many clients who once felt paralyzed by their numbers have emerged from our sessions with newfound confidence, equipped to tackle their financial challenges head-on. This deep dive program is built on my own entrepreneurial journey, and it’s designed to help you achieve the financial health that often seems unreachable.
So, take a deep breath—together, we will embark on this journey to financial clarity and success!
Shalini Dharna
CPA, CFO
CFO
This program is for you if you’re
- Not sure what you need to know for the financial foundation of your business
- Experiencing cash flow issues that are stressing you out
- Want to predict the future by knowing what’s coming in, going out, and paying yourself
- your business is growing steadily and rapidly, and it may be time to transition from a sole proprietorship to incorporated but have no idea how to take those next steps
- what to improve your relationship with money
- You have a business, but you don’t know where to start with financial information that you’re expected to use when planning your business
What You Learn
Money Mindset
Understanding and cultivating a positive attitude toward money is crucial. This includes overcoming limiting beliefs, developing a wealth-building mindset, and embracing financial education.
Budgeting and Cash Flow Management
Entrepreneurs need to learn how to create and maintain a budget that reflects their business goals. This includes understanding cash flow, tracking income and expenses, and forecasting future financial performance.
Financial Statements and Analysis
It’s essential for entrepreneurs to understand key financial statements, such as profit and loss statements, balance sheets, and cash flow statements. Learning how to read and analyze these reports will help them make informed business decisions.
Funding and Financing Options
Entrepreneurs often require funding to start or grow their businesses. This topic covers various financing options, such as loans, venture capital, crowdfunding, and grants, along with the criteria for obtaining them.
Financial Forecasting and Growth Strategies
Learning how to create financial forecasts helps entrepreneurs plan for future growth. This topic includes understanding market trends, setting realistic growth goals, and developing strategies to scale operations, increase revenue, and enhance profitability.
What you Get?
Every membr gets
- Monthly meetings led by Shalini
- Year Round Support through Whatsapp
- Templates to do the work
- Lifetime access to resources
Monthly meeting led by Shalini with a lesson and time to mastermind
Support and inspiration through whatsapp group
Brainstorming with other business owners
Testimonials
Put your money where the worth is. Here’s what Bizbuddy enrollments are saying about the program!
“I just wanted to let you know how much I value being in Biz Buddy! The modules are easy and straightforward to follow and the prompts have been so useful. The monthly calls are also very valuable in discussing the financial health of our business. Before the program, I was always worried about the financial health of my business. I wasn’t aware of exactly what I needed to do every month to make sure I am on track. This program has helped me become more at ease with how my business finances are doing. I have more clarity and willingness to take action to ensure a positive financial health for my business. Our discussion during the calls are super helpful in generating the action steps needed for the month. The worksheets are also very easy to complete and the prompts have helped me expand my mind in ways that I didn’t used to have before coming into the program. Thank you so much for creating this program. I definitely recommend the program to all business owners who want to take charge and thrive financially in their business.”
Fritz
“Before joining BizBuddy with Shalini, I was overwhelmed by the financial side of running my startup. Terms like cash flow, budgeting, and expense management felt daunting, and I struggled to understand how to keep my business financially healthy. Shalini’s expertise as a CPA made all the difference. She broke down complex financial concepts into simple, actionable steps that I could immediately apply. Her guidance not only helped me organize my finances but also gave me the confidence to make informed decisions about managing expenses and planning for growth. If you’re a startup founder looking to demystify your finances, BizBuddy is a game-changer!”
Faria
“I’ve been using Shalini of Dharna CPA for a few years now. Before Shal I had an accountant that I would just send all my numbers to and then they would tell me what I owe. Since working with Shalini I’ve had a better understanding of bookkeeping and taxes. Last year I joined her biz buddy program and since then I’ve learned the importance of knowing your numbers in terms of cash flow, saving for taxes and HST, better bookkeeping tips and understanding your numbers. I highly recommend the biz buddy program for entrepreneurs but also anyone who wants to understand their numbers better.”
Kristi
Want to learn more? Book a call to discuss if BizBuddy is right for you!
*If customers make the payment with thrivecart in 4 payments, they have to pay 3000