Cashflow Canvas Coaching for Canadian Therapists
Get a a fresh perspective and a precise understanding of your business’s financial health
The Cashflow Canvas is a powerful tool that can help you take control of your finances and understand how every number impacts your bottom line and bank account.
Why Work With Me?
Hi, I’m Lisa, a therapist-turned-business-coach who understands the challenges and opportunities of feeling confident in managing the finances of a small business.
From starting my own private practice to running two thriving group practices across multiple locations, I’ve experienced the highs, the hurdles, and the "aha" moments.
I know firsthand how exciting it can be to get a group practice started only to be faced with a lack of knowledge about how to know if it is financially viable.
That’s why I got certified as a Cashflow Canvas coach. I want to help you master the basics of business budgeting, so you can:
● Pay yourself a fair founder’s salary.
● Set a profitable price for your products or services.
● Build a plan to double down on debt and repay your debt.
Who Is Cashflow Canvas Coaching For?
You might benefit from this focussed coaching if:
You’re a group practice owner wanting to feel confident in what you are paying your associates while honouring your business needs.
You’re juggling a fuller caseload than you want, personal responsibilities, and the responsibility of managing a team of therapists
You’ve hit a wall and need clarity, direction, and actionable steps to move forward.
You’re looking for Canadian-specific guidance to navigate regulations, financial management, and tracking your metrics.
The Eight Building Blocks of Cashflow Canvas
This financial program is built around eight essential building blocks, each representing a critical component of your group practice’s financial foundation.
Revenue Streams
The main ways your business earns money from your various offerings.
Team and Personnel Costs
The expenses related to hiring, salaries, and benefits for your team members.
Direct Costs
The specific costs tied directly to producing a delivering your services, like materials and contractor costs.
Space and Operating Costs
The expenses related to your business location, utilities, and day-to-day operational needs.
Price Points
The strategic decision on how much to compensate your therapists, based on costs, competition, and customer value.
Marketing and Networking
The investment in activities that drive customer acquisition and revenue growth.
Assumptions
The expectations around client buying behaviour and third party payment timing that impact when your business gets paid.
Other Costs
Miscellaneous expenses like loan repayments, contingency funds, and depreciation.
My Financial Coaching Philosophy
I have had a complicated relationship with money. A budget has sometimes felt like a guess rather than a guide. As I have grown as a business owner, I have experienced the confidence that comes with understanding what my business needs to grow, and how to understand my financial statements and budget.
Now, I want to pay it forward. I believe that with the right tools and support, you can create a practice that reflects your vision, serves your ideal therapists and compensates you accordingly. That is one of the reasons why the Cashflow Canvas approach appeals to me. It is authentic, realistic, and normalizes our relationship with money while equipping us to do better.
Whether you’re dreaming of a balanced budget, an understanding of financial documents or just the ability to follow through with tracking your spending, I’m here to help you make it happen.
Individual Financial Coaching That Fits Your Life
We’ll meet according to your schedule and the wisdom of the Cashflow Canvas program.
You’ll walk away with:
A complete, one-page financial plan aligned with your business goals.
A strategy that identifies your working capital needs and balances your bank account.
Clarity on how every financial decision impacts your bottom line.
Weekly or Bi-Weekly Sessions
Maintaining the momentum of getting comfortable with finances is key.
8 Foundational Keys
We will methodically work through the essential keys to move your business forward.
Customizable Templates
Identify essential components and create a spreadsheet that you can maintain.
I am committed to helping you identify your actual costs, your ideal price points, and a financial plan that you can maintain over the coming years.
FAQs
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Session 1: Learn The Landscape
Session 2: Revenue Streams
Session 3: Direct Costs
Session 4: Pricing and Assumptions
Session 5: Team + Personnel
Session 6: Space + Operating
Session 7: Other Costs, The Fundamentals of the Cashflow
Session 8: Fill The Forecast
Session 9: Forge the Forecast
Session 10: Next Steps
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I recommend that we meet weekly to ensure that you are able to maintain the momentum of creating a different relationship with your finances. However, we can discuss what works best for you and your schedule.
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🎨 The Cashflow Canvas
Bring your numbers to life and watch them align in the most vibrant way possible!
📊 The Cashflow Canvas Forecast [Spreadsheet]
This is where the magic happens— where your numbers add up and your bank account balances out.
So, buckle up for a journey filled with brilliance, creativity, and a touch of magic. Let's sketch out success together!
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Let’s talk about what this might look like for you and maybe your team. then we can formulate the best plan and cost for you moving forward.
INVESTMENT
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INVESTMENT •
Investing In Your Business Finances
$150 + GST Per Session
Each of the 8 sessions includes 60 minutes of personalized coaching via video call. Together, we’ll develop a plan tailored to your needs, timeline, and budget.
Don’t Flounder With Regard to Your Finances any more—Build a Financial Picture Your Way, With Support That’s Just a Click Away.
