fbpx

Want to go on a 5-min speed date with Airtable? It's got so much to offer - it'll be love at first sight, I know it!

Consultations

My consulting services focus on helping solopreneurs and households bring their ideas to life.

I share experiences, collaborate on ideas, teach strategies, and break down projects into actionable steps so they can accomplish their professional and personal goals.

CONSULTING SERVICES FOR SOLOPRENEURS

Goals & Strategy

__________________________________

CONTEXT

As solopreneurs we are solely responsible for bringing our ideas to life.

No one else is usually as invested in our vision as we are.

It’s easy to get caught up in the dreaming and then get overwhelmed by the doing.

Often we know where we want to go, we just don’t know how to get there, right?

The reality is, goals are just dreams unless you have a plan!  

So let’s work together to stop those ideas aimlessly swirling around in your head.

Instead, let’s turn those dreams into an actionable plan-of-attack.

__________________________________

STEP 1 – LET’S MEET 

If you’re a Mt Alexander Shire resident we can meet in person. If you’re not, we can connect via Zoom.

Purpose:

  • for you to talk
  • for me to listen, question, explore, clarify & understand all the ‘plates’ that are spinning in your life.

__________________________________

STEP 2 – COLLABORATE

Let’s work through a structured process to get the ‘big ideas’ out of your head.

Structure:

  • Brainstorm the big goals for the next twelve (12) months. Let me elicit all the big ideas swirling around in your head.
  • Categorise the brainstormed goals into two (2) groups.  Let’s determine which goals relate to your business & your life.
  • Prioritise the top five (5) goals from each category.  Let’s decide which goals are the most important to you this year.

__________________________________

STEP 3 – STRATEGISE

We’ll prepare a diagram that clearly categorises those ‘plates’ so you can prioritise:

  • What to keep spinning
  • What to let fall
  • What to pile neatly away.

Outcome:

A realistic plan-of-attack that you can follow to bring those dreams to life.

__________________________________

CONDITIONS OF BOOKING

  1. Payment due in full on the day of the workshop.
  2. Book any time to start the ball rolling.

__________________________________

TESTIMONIALS

Click here to read what other people have to say.

Bookkeeping System Workshop

__________________________________

CONTEXT

When people start working for themselves the underestimate the importance of a good bookkeeping system.

It’s usually the furtherest thing from their mind and the least exciting consideration.

There is often a reliance on accountants to do the heavy lifting for all things financial.

But accountants are usually focussed on your tax compliance.

They will (rightly) charge you to decipher your bookkeeping records in order for them to do their job.

If your bookkeeping records are a mess it will obviously take time to organise them, even before they can be deciphered.

So, you can either organised the mess yourself, or pay someone else to do it for you.

Ultimately, the buck stops with you.

It’s your responsibility to provide the evidence for taxation purposes.

But it’s also more than tax compliance.

It’s about being able to effortlessly organise and locate invoices and receipts for all of your financial transactions.

If you don’t keep your books up to date throughout the year it will cost you time and money to interpret your financial position.

And, without an accurate understanding of your financial position it’s difficult to make informed decisions.

So let’s work together to set you up with my simple effective system to manage your bookkeeping.

__________________________________

STEP 1 – LET’S MEET 

If you’re a Mt Alexander Shire resident we can meet in person. If you’re not, we can connect via Zoom.

Purpose:

  • for you to talk
  • for me to listen, question, explore, clarify & understand the nuances of your bookkeeping requirements.

__________________________________

STEP 2 – TEACH

I will teach you my 6-step process for managing your bills and receipts: purchase + annotate + place + pay + question + file.

Topics:

  • Tools: the items you need to make my 6-step process work.
  • Categories: how well-defined income & expense categories can be incredibly informative. I will share mine with you. 
  • Habits:  the frequency of actions you need to take.
  • Systems: the order of those actions.
  • Places: where to store the paperwork along the bookkeeping journey.
  • Question: what to consider when you’re making a purchase or requesting a payment.

__________________________________

STEP 3 – IMPLEMENT

We will set up the system together in your workspace so it’s clear what you need to record, where and why.

Outcome:

A streamlined process that uses habits, systems and places to establish a simple & reliable bookkeeping system.

__________________________________

CONDITIONS OF BOOKING

  1. Payment due in full on the day of the workshop.
  2. Book any time to start the ball rolling.

__________________________________

TESTIMONIALS

Click here to read what other people have to say.

Business Systems Workshop

__________________________________

CONTEXT

It’s difficult to know the best way to operate and administer you business.

No one teaches us that stuff when we decide to leave our jobs to back ourselves and start our solopreneurial journey.

An exceptional skill set doesn’t necessarily translate into the establishment of matching business systems.

Often we just do our best to juggle all the imperfect moving parts so we can deliver the work, meet client expectations & get paid. 

It’s common for solopreneurs to avoid evaluating what’s working and what’s not.

But eventually it gets to the point where things start to crumble: things get missed and balls get dropped.

The crisis point rears its ugly head and we’re faced with the option to review, tweak and adjust, or stick with the status quo. 

Changes to your business’s operations don’t always involve a massive overhaul.

Sometimes it’s simply about tweaking and adjusting what’s already in place.

Let’s work together to constructively review your your habits, systems and places so your business can work like a well oiled machine.

__________________________________

STEP 1 – LET’S MEET 

If you’re a Mt Alexander Shire resident we can meet in person. If you’re not, we can connect via Zoom.

Purpose:

  • for you to talk: tell me how you currently run & administer your business.
  • for me to listen, question, explore, clarify and understand the opportunities & constraints of your existing systems.

__________________________________

STEP 2 – COLLABORATE

Let’s work through a structured process to review your habits, systems and places.

Structure:

  • Assessment of the existing way of ‘doing things’. Let’s understand the implications (good or bad) of your current systems.
  • Evaluate the current situation versus the possibilities. Let’s scope out other ways of achieving more efficient outcomes.

__________________________________

STEP 3 – IMPLEMENT

We will define the actions required to achieve the desired outcome: a list of what to do next and in what order.

Outcome:

  • identified what systems to stop and what systems to start.
  • established the physical & electronic ‘places‘ for the things that need:
    • recording
    • actioning
    • filing & storing.

__________________________________

CONDITIONS OF BOOKING

  1. Payment due in full on the day of the workshop.
  2. Book any time to start the ball rolling.

__________________________________

TESTIMONIALS

Click here to read what other people have to say.

CONSULTING SERVICES FOR HOUSEHOLDS

Landscape Consultation

__________________________________

NOTE

This service is only available for residents of Mount Alexander Shire in central Victoria.

If you live outside the shire please get in touch to discuss your requirements, my availability and fees.

__________________________________

CONTEXT

You don’t always need a full set of landscape plans to get your ideas off the ground.

Sometimes an on-site consultation is sufficient to provide the professional guidance required to steer you in the right direction and avoid costly mistakes.

Do you have an outdoor space that’s tired and seemingly unusable?

Perhaps you just want some ideas to enhance your existing outdoor area; some fresh eyes and a different perspective?

Maybe you’re stuck on one section, or need help resolving your master vision, or simply don’t know where to start?

Let’s work together to create your own private sanctuary.

The sooner you do the work the sooner you’ll see the results.

__________________________________

STEP 1 – LET’S MEET 

We’ll need to meet in person and on site to adequately inspect the space you want to landscape.

Purpose:

  • for you to talk: share your ideas for your space.
  • for me to listen, question & clarify so we can develop a solution that creates an enticing, relaxing and functional space to support your lifestyle

__________________________________

STEP 2 – WALK & TALK

Let’s have a really good look at all of the elements of your outdoor space.

Structure:

  • Inspect the existing conditions of the site.
  • Discuss the vision you want to achieve.
  • Analyse the opportunities and constraints of the site.
  • Brainstorm the ideas to determine what is feasible and what’s not.
  • Prioritise what you need to do next to progress your landscape project.

__________________________________

STEP 3 – PLAN-OF-ATTACK

I will prepare (on site) a realistic plan-of-attack to achieve the desired result for your outdoor space.

Outcome:

  • a hand drawn schematic design to illustrate what we discuss.
  • a list of suitable plants for your consideration.
  • the names of recommended local contractors who can do the proposed work.
  • an ordered list of next steps.

__________________________________

CONDITIONS OF BOOKING

  1. Payment due in full on the day of the consultation.
  2. Book any time to start the ball rolling.

__________________________________

TESTIMONIALS

Click here to read what other people have to say.