The Money Tree
Grow, nurture and scale a thriving business.
Do you want to feel more confident managing your business finances?
As a business owner in the startup phase, early growth stage, or operating as a solo entrepreneur, finding the right financial tools and advice to grow your business can feel overwhelming, complicated, and expensive.
That’s exactly why we created The Money Tree: a simple, practical framework designed to support our signature coaching program.
What is the Money Tree?
The Money Tree is a practical framework designed to help small business owners take control of their finances and grow with confidence.
Just like a tree needs strong roots, steady growth, and ongoing care to thrive, your business needs a solid financial foundation. The process begins with planting the seed - setting a meaningful goal. From there, you’ll identify which branches (cash, profit, or revenue) need the most attention and take steps to nurture them.
The framework helps you gain clarity on your numbers, focus your efforts where they’ll have the biggest impact, and make better financial decisions, whether you're starting out or wanting to grow.
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Cash Flow
The Stability Branch: keeping the business alive and well.
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Revenue
The Growth Branch: growing sales in a strategic and sustainable way.
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Profit
The Longevity Branch: building strength for the long term.
With the Money Tree framework, you will be empowered to:
Navigate financial conversations with ease.
Launch or grow your business with the right foundations.
Pay yourself a regular, livable salary to support your personal goals.
Consistently have cash in the bank and avoid financial stress.
Identify opportunities to grow your revenue.
Feel in control and assured in making financial decisions that drive your business forward.
Build a profitable and purposeful business.
Feel organised and in control with strategies that align to your goals.
The Money Tree eBook
Grow, Nurture and Scale a Thriving Business
The Money Tree is a clear, practical framework designed to help small business owners take control of their business finances. Whether you're just starting out or ready to grow, this guide gives you the structure and confidence to manage your cash, revenue, and profit with intention.
Inside, you’ll learn how to assess where your business stands, set meaningful financial goals, and take focused action to strengthen the financial roots of your business. It’s the perfect starting point to build financial clarity without the overwhelm.
The Money Tree Coaching Accelerator
Level up with personalised support to apply the framework and grow faster.
Our coaching accelerator is ideal if you want tailored support to apply the Money Tree framework directly to your business.
What’s Included:
A complimentary copy of The Money Tree eBook
A 90-minute coaching session with an experienced Virtual CFO (via Zoom)
Practical advice on cash flow, revenue and profit tailored to your actual numbers
Templates and tools to support implementation
A personalised financial strategy to drive growth and clarity
How It Works:
After purchasing, you will receive an email with immediate access to the eBook.
Your CFO coach will then reach out to arrange the coaching session. A workbook and financial tracker will be provided prior to the session.
Before the session, you’ll submit your financial tracker or a report from your accounting software. Your CFO coach will review the data and come prepared with insights and recommendations specific to your business.
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