Beyond The Green Coaching: FREE SMALL BUSINESS AUDIT

I’m so excited you’re interested in a free audit session with me! I will only be accepting 10 small businesses, so your application should reflect your business as best as you can.

Our session will be 45 minutes, so please provide detailed responses in this form to ensure we cover all your questions. Applications with one-word answers will not be accepted.

If we move forward, you will receive an email where I will ask for additional financial information, such as reviewing your current financial systems, sheets, etc. Don't worry, it does not have to be perfect! I will want to get a sense of how you operate :)


Apply here
(10-30 minutes to complete)
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Email *
Name *
Phone Number *
Age *
Name of Business and Website *
Social Handles *
Location *
Type of Business *
Monthly Revenue / Yearly Revenue Before Taxes *
Previous years revenue  *
Is there other income in your household. A partner, living with parents etc? *
Are your personal expenses covered by your business revenue or someone else? *
What are your revenue streams? Please be specific.  *
Does the business have any debt? If so what? *
Do you have any personal debt? *
Are your business and personal finances combined or separated? *
If you replied something else please explain here *
How do you currently analyze and manage your finances. The more details the better here.  *
Who do you work with on your finances? Accountant/bookkeeper/financial planner etc? *
What are your current business goals? List all including none financial! *
What are your personal goals? List all financial including having children, getting a dog, buying a home, paying for a wedding or having X amount in savings *
What are your questions that we can go over before our call! *
Tell me your origin story. How did your business come to be? Who do you serve? Why do you do what you do! *
Do you know any other small businesses that would benifit from this audit? Can you share this form with them? *
How did you hear about us? *
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