Build a solid foundation

for your business

Micro Business Development & Design Coaching

  • Learn how to run your business with confidence
  • Manage your business finances quickly & effectively
  • Prioritize & systematize administrative must-dos
  • Have your purpose decide your strategies
  • Run a thriving business that gives you life

Want to Know More?
Book a Discovery Session

Kathy Steffan

serving young service-based entrepreneurs who want to look and function as a successful business that funds the lifestyle they love

"Kathy is a wonderful financial coach and a great cheerleader to have in your corner. Starting up a business can feel a bit overwhelming! I reached out to Kathy to get some basics in place and she brought me beyond what I had hoped for. Within 3 months, I have a solid structure in place and so much more focus. Kathy's skilled coaching and encouragement has empowered me to believe in my abilities as a capable and confident business woman." Kim Driedger (Canada)
Kathy Steffan

Go Way Beyond Bookkeeping

Kathy spent 20+ years running a Graphic & Web Design Company. Her expertise in that industry allows her to cover extra areas other financial coaching programs don't cover.

Popular Modules:

  • Business Launch Kit
  • Purpose Train
  • Effective Portal Development & Use
  • SuiteDash Customization
  • Business Spending Plan
  • Defining Priorities & Setting Goals
  • Time Budgeting
  • Marketing Strategies & Measuring Results
  • Building a Power Team & Growing Your Network
  • Building Connections through Stories
  • Maintaining Personal & Family Wellness
  • Analyzing Technology
  • Creating an Effective Website
  • Tackling Social Media & Video
  • Exit Strategies
  • Confident decision making
  • Profit & sustainability

The 4 Keys that guide your business

Discovery Know Your Why Gain Control Build Capacity

Do you need more details?

Find out how we can help you get from where you are to where you dream of being.

Book a Discovery Session
Book a Discovery Session with Kathy Steffan

Choose a Proven Coaching Program

We do not sell insurance, investments or other financial products. We focus on behavior change that will help you become intentional, equip you with proven success habits, and provide accountability to follow through.

Common Results* from Coaching

Better use of Time and Energy

Efficient Systems and Processes

Cash Flow Improvement

Revenue Smoothing Strategy

Improved Confidence in Money Decisions

Client Tools & Video Modules

Proprietary coaching processes and systems

Online courses

Forms, guides, resources, & support materials

International network of experts we can use

Access to newly developed resources

Our Training & Growth

118+ Training Modules

Extensive Testing & Mentoring

Responsibility & Ethics Pledge

International Financial Coaching Conference

Ongoing Development & Accountability

Are We Qualified?

Yes!

Kathy has been teaching financial literacy since 2016 and has spent thousands of hours developing her skills and creating resources that bring transformation to clients. She is an experienced entrepreneur - owning and operating a graphics and web design company for over 20 years and now owning a coaching and consulting firm. Kathy is also a recognized SuiteDash Wizard and combines all her technology skills with financial coaching to equip young entrepreneurs to look and function as successful business.

Today, she actively coaches people in her community, is a mentor at Coach Connections, LLC (an industry leading network of financial coaches that has been around since 2009) and is a key leader in their associated Accountable Network. Beyond her own resource development, Kathy works collaboratively within Accountable Network to develop resources, leads the Volunteer Coaching Team, is on the the Accountable portal administration team, and is part of the Accountable Group Coaching team.

Frequently Asked Questions

Personal Coaching works through your personal finances.

Business Coaching looks specifically at your business.

Even if you are a sole proprietor or have a side-hustle, they need to be separate from your personal finances.

If you are already one of our personal coaching clients, it's a bit faster to get going because we already know that side.

As a business coaching client, Kathy will walk with you as you dig down into your business foundations & decisions to make sure they are lined up with your purpose, are sustainable, and profitable.

Kathy can tap into her own experiences as well as our coaching network to provide deep-dive solutions that provide sustainable results and the accountability you need to make it happen.

Kathy will work with you and your schedule.

The process starts with an initial two-hour Deep Dive session followed by weekly or biweekly coaching sessions. The duration of the coaching sessions is 45-60 minutes, and start 1 week after the deep dive. These set times are mainly for accountability and to help you get traction. You can reach out at any time for additional help.

We continue this pattern for a minimum of 6 months. Once you have mastered the foundations, we'll hold a 30-minute feedback session for you to communicate freely about your progress and the direction you want to take your journey. If any major stakeholders are involved, this is an opportunity for them to give feedback as well.

Our network has a variety of resources that we can utilize. Some of these have an additional fee.

Rather than packaging these products inside our coaching fee, we allow clients to purchase them separately on their own if that is the route they want to go.

For any educational program, online course, or supplementary program (whether it's one we suggest or from somewhere else), we will discuss the options with our clients before the purchase is made.

For new business owners or ones who want to clean things up, we usually follow the Business Launch Kit as a guide.

This program gives a strong foundation and we have built a Canadian supplement to cover the differences between countries.

Beyond that, we will move in the direction you want to go based on what matters to you.

There are foundational habits and behaviors everyone needs to master, as well as unique situations and personalities that create a very customized journey with us.

Most coaching is performed virtually via Zoom but if you are local and have trouble with the technology, we could consider meeting in person.

What happens in a coaching session, stays in a coaching session.

We also don't collect any sensitive personal data (social security number, bank account info, etc.). We do not share your email or any other contact information with any outside agency, vendor, or partner without your approval.

You need to feel safe in the coaching relationship and we do everything we can to make you feel comfortable.

This is a judgement free zone.

Coaching is about moving forward, not beating ourselves up over past mistakes. Regret, embarrassment, and guilt are common feelings clients share with us, but our job is to offer solutions that empower and uplift you.

Our role is to listen, educate, assist, highlight options, support, encourage, challenge, & pray

Our business name reminds us who we are and why we do this. We are happy to share our faith if you ask us to and will honor your preferences if you don't.

It depends.

Businesses come in all shapes and sizes and have a variety of needs.

We request a minimum of 6-months for any clients we coach. This gives us time to walk with you to clean up any messes, establish solid foundations and systems, and then have some fun as you start seeing significant results.

We can look at your specific journey and create a starting timeline during your Deep Dive.

When we meet for your Discovery Session, we will take a look at your numbers and situation. From there, we can develop a plan together to get you the help you need in a way that you can afford.

Business and personal finances are connected so we can provide a package rate for clients who want coaching for both.