Are you Struggling to Gain Clarity on Your Business Finances?
CHECK OUT OUR FINANCIAL OVERVIEW!
- Clarity & Confidence: Transform financial confusion into clarity with detailed, expert analysis tailored to your business.
- Strategic Insights: Identify hidden growth opportunities and financial risks with our actionable recommendations.
- Customized KPIs: Measure what matters most to your business with bespoke key performance indicators.
- Financial Peace of Mind: Gain control of your finances and unlock sustainable growth with clear, data-driven strategies.
"SPECIAL OFFER" Mini Strategic Planning Workshop
LIMITED TIME ONLY!
- Affordable Pricing with Long-Term Benefits
For just $199.00, you can gain invaluable insights into your business’s financial health. This affordable investment in your business’s future includes everything you need to get on the path to financial clarity and success. Upgrade to our Mini Strategic Planning Workshop for a small additional fee and take your strategic planning to the next level. - Upgrade your experience with our half-day Mini Strategic Planning Workshop.
This exclusive session, led by Marcie Walker, will guide you in turning financial insights into a powerful, actionable strategy for your business. Through this workshop, you’ll develop a clear roadmap that aligns with your long-term vision, supported by holistic practices that enhance both your business and personal growth.
how to get started
- Book Your Free Initial Consultation: Let’s discuss your needs and how our 3-Year Financial Book Review can benefit your business.
- Submit Your Financials: We’ll guide you through the simple process of submitting your past three years of income statements and balance sheets.
- Receive Your Comprehensive Analysis: After our review, we’ll schedule a session to present our findings and discuss the next steps.
- Optional Upgrade: Enhance your experience with our Mini Strategic Planning Workshop, where we’ll help you create a clear, actionable strategy for growth.
A DYNAMIC TEAM READY TO GUIDE YOU!
MARCIE WALKER
Marcie is a passionate and trauma-informed Certified Clinical Hypnotherapist, Coach, and Consultant with a mission to empower women executives and small business owners to lead consciously and create positive change in the world. With a holistic approach blending various disciplines including psychology, neuroscience, and shamanic practices, she facilitates transformative journeys tailored to individual needs.
Specializing in therapeutic imagery, trauma resolution, and immune disorders, Marcie is also a skilled Executive Leadership and Development Coach, fostering mindful workplace cultures. As a Shamanic Practitioner, she integrates unique modalities, aiding clients in healing past traumas and aligning with their inner wisdom and purpose.
MOTASHIM HUSAIN
Motashim brings over a decade of expertise in accounting and finance, boasting certifications as an Indian CPA and IFRS Diploma holder. Proficient in software like QuickBooks, Excel, and Power BI, his proficiency spans AR, AP, reconciliation, monthly closing, and MIS, all backed by outstanding communication skills.
Take Control of Your Business Finances Today!
Take the First Step Today!
Empower yourself with the knowledge and tools you need to make confident, informed decisions for your business.
If you’re ready to unlock your business’s full financial potential and take the stress out of managing your money, this offer is for you.
Contact us today to schedule your FREE consultation and take the first step towards financial clarity and success.
FREQUENTLY ASKED QUESTIONS:
Who is this service designed for?
This service is tailored for entrepreneurs, healthcare professionals, and holistic practitioners, particularly those who feel overwhelmed by their financial data and are unsure if they’re making the right decisions. It’s ideal for small to mid-sized businesses across various industries, including healthcare, real estate, e-commerce, SAAS, and hospitality.
What do I need to prepare for the 3-Year Financial Book Review?
If you use accounting software like QuickBooks Online, you can grant us access to streamline the process. Alternatively, you can provide three years of income statements and balance sheets. If you don’t have accounting software, up to three years of bank statements will work. All documents will be requested and uploaded through our secure server (ShareFile), ensuring your information is protected.
How long does the process take?
The process begins with scheduling a 30-minute consultation. Once we have all the requested documents and access, the book review and analysis typically take 7-10 days. After the review is completed, we’ll schedule a 30-minute follow-up call to go over the findings and discuss actionable recommendations. The entire process usually spans about 2-3 weeks.
What if I don't understand the financial analysis?
We will walk you through the analysis in a way that's easy to understand during the follow-up call, which will be recorded for your convenience. Additionally, you'll receive 14 days of free access to our Self-Study Financial Alchemy for Heart-Centered Entrepreneurs Program and Financial Mastery Vault, providing you with further resources to deepen your understanding. We're also available for any follow-up questions or additional explanations as needed.
How will the Mini Strategic Planning Workshop benefit my business?
The Mini Strategic Planning Workshop is designed to help you translate the financial insights gained from the review into a clear, actionable strategy. You can expect to walk away with a strategic plan that aligns with both your financial data and your long-term business goals. This workshop not only clarifies your next steps but also integrates holistic practices to ensure that your business strategy supports your overall well-being and personal growth. The result is a more focused, intentional approach to achieving your business objectives.
Can this service help me if my financials are disorganized?
Absolutely. At Marcie Walker LLC, our mission is to support those who feel overwhelmed, ashamed, or embarrassed by their financial situation. We understand that financial shame, trauma, and a lack of financial acumen can lead to disorganized records, and we're here to help. Our goal is to take the shame and embarrassment out of business finances, providing a safe and supportive environment to bring clarity and order to your financials. We’ll work with you to organize your records, provide clear insights, and empower you to move forward with confidence and peace of mind.
What are the payment terms and options?
The cost for the 3-Year Financial Book Review is a very low-ticket offer, and payment is required in full when scheduling the consultation. Due to the nature of this service, we have a strict no-refund policy. Additionally, if the project extends beyond 90 days due to delays in receiving the required supporting documents or fulfilling other requests, the project will be canceled. We encourage prompt submission of all necessary materials to ensure a smooth and timely process.
How do I know if I need this service?
- If you’ve been feeling overwhelmed every time you look at your financial records, hearing that inner voice questioning whether your business is on the right track, or carrying the weight of financial shame or confusion, you’re not alone. Many of our clients have experienced similar challenges, sensing the anxiety that comes with trying to manage their business finances without guidance. It can leave a heavy burden, making you feel stuck or unsure about your next steps.
- Our 3-Year Financial Book Review is here to support you, bringing clarity, order, and peace of mind. If you’ve been struggling with disorganized records, financial trauma, or simply don’t know where to start, this service is designed to help you regain control and move forward with confidence.
What is included in the $199.00 offer?
For $199.00, you receive:
- 3-Year Financial Analysis: A thorough review of your income statements and balance sheets, providing a comprehensive view of your business’s financial health over the past three years.
- Customized Report: A clear, easy-to-understand report highlighting key findings, trends, and areas for improvement.
- Actionable Recommendations: Practical steps you can take immediately to enhance your financial performance and achieve your business goals.
- Key Performance Indicators (KPIs): Tailored KPIs to help you track progress and measure success over time.
- 30-Minute Follow-Up Call: A recorded session where we walk you through the findings and discuss the actionable recommendations.
Optional Buy-Up Option:
- Mini Strategic Planning Workshop: For an additional fee, you can upgrade to a half-day workshop led by Marcie Walker. This session will help you translate your financial insights into a powerful, actionable strategy for your business, aligning with your long-term vision and integrating holistic practices.
Can I do this review myself, or do I need professional help?
- Yes, you can certainly try to review your financials yourself—but ask yourself, what’s been stopping you? Often, it’s not just about finding the time; it’s about knowing what to look for and understanding the nuances that could be the difference between financial stability and missed opportunities.
- Professional help brings an objective, trained eye to your financials, catching subtle trends, risks, and opportunities that might be overlooked in a self-review. Our expertise ensures that you’re not just getting a surface-level understanding, but a deep, actionable insight that aligns with your business goals and personal values. We’re here to take the guesswork out of your financial review, providing you with the clarity and confidence to move forward.
How does the Mini Strategic Planning Workshop integrate with the financial review?
- The Mini Strategic Planning Workshop is designed to build directly on the insights gained from your financial review. After analyzing your financial data, the workshop takes the next step by helping you translate those insights into a strategic roadmap for your business.
- During the workshop, we will:
- Align Financial Insights with Strategic Goals: We’ll use the key findings from your financial review to set clear, actionable goals that align with both your short-term needs and long-term vision.
- Develop a Custom Action Plan: Together, we’ll create a tailored action plan that integrates your financial data with holistic business strategies, ensuring your next steps are both practical and sustainable.
- Incorporate Holistic Practices: Beyond the numbers, we’ll also explore how to integrate practices that support your overall well-being, helping you maintain balance as you implement your new strategy.
By the end of the workshop, you’ll have a clear, actionable roadmap that not only drives your business forward but also aligns with your personal and professional growth.
Will my financial information be kept confidential?
Absolutely. The confidentiality of your financial information is our top priority. We take extensive measures to protect your data at every stage of the process. All documents are securely uploaded and stored using our encrypted server (ShareFile), ensuring that only authorized team members have access. Additionally, we adhere to strict privacy protocols and never share your information with third parties. You can trust that your financial data will be handled with the utmost care and confidentiality, allowing you to focus on your business with peace of mind.
What kind of follow-up support is available?
After the financial review, we offer a range of follow-up support to help you implement the recommendations and continue progressing toward your goals:
- Additional Sessions: If you need further guidance, we can schedule additional one-on-one sessions to delve deeper into specific areas or refine your strategy as your business evolves.
- Ongoing Coaching: We offer ongoing coaching packages designed to provide continuous support, helping you stay on track with your financial goals and business strategies.
- Access to Resources: You'll have access to our Financial Mastery Vault for 14 days free, where you can find valuable tools, templates, and self-study materials, including our Financial Alchemy for Heart-Centered Entrepreneurs Program.
- Email Support: We’re available via email for any questions or clarifications you might need as you work through the recommendations. Our team is committed to your success and is here to support you every step of the way.
This follow-up support ensures that you’re not alone in implementing the insights gained from the review and that you have the resources you need to succeed.
WHAT CLIENTS ARE SAYING...
"I started using Marcie Walker Coaching for my business and personal growth about 6 months ago. In that time, I have gained valuable knowledge about the intricacies of my business, like forecasting, proper accounting, as well as how to estimate my jobs more accurately. I’ve also found her work on the personal growth side to be invaluable. We’ve had goal-setting sessions, worked through my personal and social issues and I’m now working toward the best life I can imagine with the road map she has given me. Sessions with Marcie are low stress, relaxing, professional and I very much look forward to them each week. I would recommend Marcie Walker Coaching to any individual who wants to gain a better understanding of their business or anyone who feels they've become stagnant with life and would like to find a new direction." ~ Brandon Dey - DeyFit Endurance Training
"Working with Marcie has been life-changing for me. What I didn't expect is that I needed guidance in my personal and professional life. Every session was therapeutic and eye-opening; however, I had to work at it every day to see the results and improvements. Marcie has a gift to closely listen, she's able to tap into my inner thoughts and formulate the root cause, and suggest ways to work through difficulties. I've grown spiritually and healed mentally from our sessions. I'm a better person today to myself and everyone in my life. I can honestly say I like me for the first time in a long time. Thank you Marcie for helping me find my way back."
"Like many of us, last year (2020) was difficult for me, so I decided to reach out to my friend Marcie Walker Coaching. Marcie, helped me work through some deep seated issues from my past and present using hypnotherapy. Today, I am more in touch with my feelings, and I'm able to draw upon her techniques to deal with stressful situations. This has really helped me be less reactive and more mindful in my dealings with my loved ones, my clients, and the world in general. So thank you, Marcie Walker Coaching for helping me to find the tools that I need to be the best version of myself."
Every heart-centered entrepreneur is unique, and we tailor our approach to your current stage and goals. The journey begins with a 30-minute consultation to align your financial mastery with your soul’s purpose.
Your abundant future awaits—let’s begin!
About Marcie Walker LLC
At Marcie Walker LLC, we specialize in helping heart-centered entrepreneurs and holistic practitioners take control of their finances while aligning their business with physical, mental emotional and spiritual, wellness. We combine financial expertise with emotional clarity to help you overcome shame and fear around your finances and step into a space of empowerment and abundance.
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