Build a Business Backed by Financial Confidence

Programs designed to help you lead with clarity and strategy.

Financial Coaching Services

 Whether you’re just gaining control of your cash flow or you need deeper financial oversight, our coaching accelerators are built to meet you where you are—and guide you toward where you want to grow

30-Day Accelerator

Clarity. Confidence. Cash flow—on purpose.

A 4-week financial coaching reset for owners ready to ditch the guesswork and lead their business with confidence and control.

Format Weekly sessions + custom tools
Includes Cash flow audit, expense tracker, owner pay calculator and more...
Price $3,500

90-Day Executive Accelerator

Financial oversight for high-growth leaders.

A 12-week executive coaching intensive for CEOs and COOs ready to lead with financial clarity, build systems, and eliminate blind spots.

Format Weekly sessions + live strategy + advisory
Includes Audit templates, KPI dashboards, internal controls and more...
Price $9,500

Financial Stewardship Plans

Features

Monthly KPI Tracking

Custom KPI Refinement

Financial Review (P&L, Balance Sheet, CF)

Internal Controls Pulse Check

Red Flag Detection + Risk Alerts

Monthly Strategy Call

Strategic Recommendations Report

Quarterly Forecasting Worksheet

Email Support

Client Portal Access

Bookkeeper/CFO Oversight

Board-Ready Financial Reporting Support

Annual Planning Review

Financial Hiring Support

Dedicated Hours per Month

Core –
$1,500/mo

Light Review
1 Call
48-hour Response
Add-On
5 hours

Growth
$2,500/mo

Detailed Review
1 Call
With Feedback
24-hour Response
Add-On
8 hours

Executive
$4,500/mo

Deep Audit + Notes
Real-Time Escalation
2 Call
With Advisory
Priority Support
Quarterly Reports
12 hours

Core Stewardship

$ 1,500 /month

Growth Stewardship

$ 2,500 /month

Executive Partner

$ 4,500 /month

Not sure which plan is right for you?

We offer a free Financial Fit Analysis to help you choose the best path forward.

// Why bloom works

Every business is different. That’s why every service is built around what matters most:
yours.

At Bloom, we don’t offer cookie-cutter solutions. We offer thoughtful, hands-on support that matches your pace, your goals, and your leadership style. Whether you’re stepping into financial ownership for the first time or refining how your company scales—we meet you right where you are.

What you can count on:

// TESTIMONIAL

Testimonials

Real results from businesses

who trust Bloom

Erika is a powerhouse—her coaching helped me grow as a CEO and lead with clarity in every area of business.

Antonio Brown CEO, Stir House Atlanta

Erika’s support, speed, and care have been unmatched. Eight years later, I still trust her with every detail.

Samantha Van Owner, The Daq Shack & Package Store

After two strokes, Erika rebuilt my finances and helped bring my family home. Her support changed everything.

Steve Sweeney Owner, Steve Sweeney & Associates

As a new entrepreneur, Erika gave me clarity, confidence, and the push I needed to plan boldly for my future.

Terrilyn Battle Owner, The Wright Branch Counseling and Consulting Services

Testimonials

Real results from businesses

who trust Bloom

Erika is a powerhouse—her coaching helped me grow as a CEO and lead with clarity in every area of business.

Antonio Brown CEO, Stir House Atlanta

Erika’s support, speed, and care have been unmatched. Eight years later, I still trust her with every detail.

Samantha Van Owner, The Daq Shack & Package Store

After two strokes, Erika rebuilt my finances and helped bring my family home. Her support changed everything.

Steve Sweeney Owner, Steve Sweeney & Associates

As a new entrepreneur, Erika gave me clarity, confidence, and the push I needed to plan boldly for my future.

Terrilyn Battle Owner, The Wright Branch Counseling and Consulting Services

// FAQ

Your Financial Coaching Questions—Answered Simply, Right here.

Still have a question?

We’re ready to help you get the clarity you need to move forward.

// FAQ

Your Financial Coaching Questions
Answered Simply, Right here.

Still have questions?

We’re ready to help you get the clarity you need to move forward.

We recommend Core for businesses under $1M, Growth for $1–5M, and Executive for $5M+ or venture-backed teams. Still unsure? Reach out to our team and we’ll help guide you.

Yes — you can move between tiers as your business evolves. We’ll ensure a smooth transition with no interruption in service.

Nope. Plans are month-to-month unless otherwise agreed. You can upgrade, downgrade, or cancel with proper notice.

We use those hours to support strategy calls, report prep, financial reviews, and internal oversight — all customized to your needs.

Yes. We collaborate with your internal or external finance team to ensure alignment, accuracy, and insight.