I see you disrupting the status quo, innovating in ways never seen before and breaking glass ceilings.
You’re backing yourself and you deserve a true strategic financial and business partner who has the financial and business skills and experiences to support you in your mission but also a partner who cares about your overall wellbeing.
Someone who is creative and logical. Who is able to see your vision and is willing to do what it takes to help you make your vision board a reality. Whilst also ensuring that you’re prioritising your wellbeing so you can thrive personally and enjoy the life you’re creating for yourself.
That’s what I am, your true strategic financial and business partner.
What I know from my background as an insolvency accountant CPA, turning a distressed business around that we purchased during the GFC to win national franchise of year in the first 2 years and mentoring business owners is…
Your ability to make the impact you say you want to make in this world and to create the life you dream of, the one where you get to:
Choose the work you want to do and who you work with. The hours you want to work so you can make time to spend with yourself, your family, friends, move your body each day, have slow mornings or afternoons off, enjoy your hobbies, go to your appointments, write the book you've always wanted to write, go to speaking events, to travel and experience new things.
Purchase the home that's been on your vision board, drive around in your dream car, shop at your favourite brands and eat at your favourite restaurants. Whilst investing in investment properties, a new business or other businesses, building your investment portfolio, increasing your superannuation payments or a mixture of these so you're building your wealth and not only living the life you want now but also making sure your future self is being looked after too.
All this, the impact you want to make in this world and the life you want both now and in the future depends on you having a financial roadmap in place and understanding your numbers so you can make a healthy PROFIT in your business.
But what I also know is that like most business owners you struggle when it comes to understanding your numbers, managing your money and making financial decisions.
So why is this?
I know it’s not through lack of trying or a desire to want to do so. The fact you’re here means that the sick feeling you have in your stomach when you think about your finances and money has got to the point where you can’t ignore it anymore and you have no choice but to do something about it.
Every time you open up Xero to look at your profit and loss statement you feel like you need google translate to understand what all these numbers mean and what they’re trying to tell you. You wonder what’s wrong with you. You’re smart, successful and driven so why is it so hard to understand your numbers. You tell yourself maybe numbers just aren’t my thing.
Well I’m here to tell you that it’s not because you’re not smart enough or that numbers aren’t your thing. It’s because at school and for many also at home you were never taught how to look after your personal finances let alone business finances. Knowing your numbers and finances isn’t an inherent skill, it’s something we all have to learn how to do.
On top of that, ever since you were a little girl society has been sending you messages that girls are bad with numbers whilst boys are really good with numbers. As you move into your adult life you receive messages that women are bad at managing money. That your financial goals are too big and you’re inadequate to reach them, that you ask for too much and you’re not worth the amount of money you want.
It’s no wonder that you undervalue yourself and underestimate your ability to be able to deal with your finances, handle your money and make financial decisions. And when you’re always hearing in the business world that you should outsource what you’re ‘not good at’ or what you don’t enjoy, it makes sense to outsource your finances to your accountant and/or bookkeeper.
But your profit isn’t growing, cash flow is tight, you’re basing your decisions on what money is in your bank account at the time and how you feel about that amount and you’re stuck in a scarcity mentality. Focusing on lack and feeling stressed out because you have no idea what money is coming in and going out and if you’ll have cash available to pay next week’s bills.
The reason being, yes your tax account will make sure you meet all your taxation obligations and your bookkeeper will make sure your data in Xero is up to date and accurate and send your monthly financial statements but, neither of them focus on the most important area of your finances that will make your vision board a reality.
- Taxation Accountant = someone who focuses on historical data, taxation strategy and making sure your taxation obligations are being met
- Bookkeeper = someone who focuses on the day to day data entry, sometimes payroll and ensuring your BAS, IAS requirements are being met
- What gets missed (but can’t afford to) = someone who focuses on growth, intentional financial foundations and strategies, budgets, forecasting. Someone who doesn’t just take the numbers on your financial statements on face value and instead, looks for the story behind the numbers and takes those insights whilst considering the business’s mission to make informed decisions. Who manages cash flow and can resolve cash flow issues, optimises business operations and systems, makes sure that every arm of your business is performing sustainably at peak performance and brings a holistic approach so you can enjoy more impact, wealth and fulfilment in both business and life. Who can help you create a healthy, loving and abundant relationship with money and identify any money blocks that are holding you back from taking action around your finances and money.
That’s where I step in as your…
Holistic CFO and Business & Money Mentor
I support purpose-led female business owners by being your true strategic financial and business partner. Bringing a holistic approach that focuses around growing your profit and business in a way that is aligned with your overall vision whilst prioritising your wellbeing so you don’t burn out in the process.
Helping you gain clarity and confidence around your numbers by learning how to read your profit and loss statement and understand what the numbers are telling you so you’re no longing in the dark about how your business is actually performing.
Creating a healthy money environment for your money. Setting up bank accounts, financial and operational systems and processes that provide a safe place for your money to thrive in whilst also making your business and life easier for you.
Supporting you to connect with your inner financier and build a strong, healthy and abundant relationship with money so you can release money blocks that are holding you back from owning your worth, setting your prices confidently, putting yourself out there to build your presence and building the wealth you desire.
Whether you’re in the earlier stages of business and you want me to work with me as your business and money mentor to support you to help you step into your Holistic CFO role and create your financial roadmap to grow your profit. Or you’re an established business and you want me to partner with you in a Holistic CFO role where I get to know your business intimately and will take the high level CFO financial work off your plate whilst also being your business mentor you’re in the right place.
Not only will you receive support from a practical perspective but you also have a business wing-woman to sit beside you as your strategic partner and sounding board that you can rely on.
MY PROFIT, PURPOSE & WELLBEING FRAMEWORK
THE FRAMEWORK FOR BUSINESS OWNERS WHO WANT GROWTH AND TO CREATE SUCCESS ON YOUR OWN TERMS MINUS THE BURNOUT
Based on my experiences of being an insolvency accountant CPA, turning around a distressed business we purchased during the GFC and winning national franchise of the year in the first 2 years, mentoring business owners and experiencing burnout and anxiety my Profit, Purpose & Wellbeing Framework combines 3 essential parts into one greater whole so that you can enjoy more impact, wealth and fulfilment in both business and life.
PROFIT creating long and short term financial strategies, building strong financial and operational foundations to support your business as it grows, budgets, forecasting, looking at profit margins and pricing, managing day to day cash flow, understanding your numbers and the story and insights behind them to help you make informed decisions, optimising operations, systems and processes and building your personal wealth so you have the choice to live the life you want both now and in the future
PURPOSE having clarity around your vision for both your business and personal life and translating your vision into numbers. Doing the inner work so you can strengthen your self trust, confidence and know your worth so you show up as your most powerful self and don’t accept anything less than what you deserve. Working on your relationship with money and releasing any money blocks that are holding you back so you can start to feel empowered around money and make confident decisions that are right for you and your business
WELLBEING creating space in your schedule so you can prioritise your wellbeing and time to actually enjoy your life. Implementing self care practices and new healthy habits and boundaries, learning to nourish and nurture your body so that you’re working with it and not against it. Managing your energy so you can create a life and lifestyle you adore, feel amazing and set yourself up for a happy, fulfilled, fun and healthy life doing what you love
Hi I’m Natalie!
Holistic CFO and Business and Money Mentor based in Melbourne. Growing up I had a curiosity for almost everything. Always looking at ways to make things better, understanding what made successful people tick and finding ways to combine my love of creativity with my love of numbers and problem solving to create financial strategies to help make my visions a reality.
Having worked as an insolvency accountant CPA for 10 years, owned a successful health and wellbeing studio and overcome burnout and anxiety I was ready to shake things up.
To not only help women understand their numbers and feel empowered around money so they could grow a sustainable and profitable business and create financial independence for themselves but, to also change the narrative that your success doesn’t have to come at the expense of your wellbeing and most importantly that you get to do life your way and on your terms!
Giving you the tools and guidance you need and deserve to build and scale your business with bold, unshakeable confidence whilst prioritising your wellbeing because empowered women get to do incredible things, feel amazing whilst doing so and be really well compensated for their work.
My unique mix of technical, commercial and people skills include dual qualifications in accounting/finance and psychology from The University of Melbourne, Certified Practicing Accountant (CPA) Certification and a Certified Health and Wellbeing Coach from the Institute for Integrative Nutrition.
Some things I love…
- Bold unapologetic women going after their dreams and making their own rules around success
- Books and podcasts – always growing, learning and expanding
- Margaritas – original over spice
- Travel – favourite places to date have been New York and Bhutan
- Pilates – looks easy but it isn’t!
- Sunrise beach or nature walks with a coffee and sunset chills with a cocktail
- Long lunches with friends that turn into a night of dancing
- Living in the city and being a country girl, regular weekends aware are a must!
To build a sustainable and profitable business and to enjoy more impact, wealth and fulfilment in both business and life your financial strategy can’t just follow logic or textbook accounting.
There has to be a holistic approach to it. It has to be intentional and strategic, able to function in the real world and work for you, your business, the impact you want to make and the life you want to create both now and in the future.
It’s having someone on your team who has financial expertise but isn’t all doom and gloom, who has experience of running a business, is a business strategist and also a creative so when looking at your numbers they have the ability to be able to look outside the box to come up with solutions that other people in finance fail to see.
As well as, having someone who has the education and experience to help you work on your relationship with money and money blocks because ultimately that’s what dictates how you’re currently showing up around your finances and money.
You deserve a true strategic financial and business partner so you can focus on what you do best and I would love to be that partner for you.
