Coaching clients to love their lives since 2005
Case Study
Know Your Worth:
A Business Growth Story
How a Business Owner Gained Confidence, Improved Cash Flow, and Streamlined Operations
About Grace Cohen
Grace Cohen, owner of SGBS Consulting, has been running a successful bookkeeping and financial consulting business for over 20 years.
She leads a team of four part-time employees and serves a diverse range of clients, from small businesses to $30 million publicly traded companies.
Client Profile
Industry: Financial Consulting and bookkeeping
Experience: 20+ Years
Team: 4 part-time employees
Focus: Cash flow & client boundaries
The Challenge
Despite her expertise, Grace struggled with a common issue among business owners: undervaluing her work and struggling to collect payments from clients. Her accounts receivable were high, and she avoided asking for money, assuming clients would pay when they could.
The Transformation
Through coaching, Grace learned how to:​
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Set firm payment expectations
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Structure client relationships more effectively
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Communicate her value with confidence
She developed clear billing policies and established boundaries that improved her cash flow and reduced stress.
Results & Impact
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Increased Cash Flow: Improved client payment structures and reduced outstanding invoices.
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Clearer Communication: Set expectations with clients, ensuring smoother business relationships.
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Time Management: Implemented scheduling strategies to prioritize tasks effectively.
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Work-Life Balance: Reduced overcommitment and learned to set boundaries.
Lessons Learned
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Know Your Value: Confidence in pricing and billing improves financial stability.
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Set Clear Boundaries: Strong client relationships require structure and expectations.
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Effective Communication: Expressing needs directly leads to better outcomes.
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Accountability Matters: Regular coaching provides clarity and direction.