Financial Accountability Coach

About the Opportunity

I'm a small creative business owner in Vienna, Virginia, seeking an experienced, trustworthy financial professional to help me develop better financial habits, stay organized, and make informed decisions regarding both my personal and business finances.

I currently work with an accounting professional who will continue overseeing my bookkeeping, tax preparation, and related accounting responsibilities. I'm looking for someone to complement those services by providing more hands-on financial guidance, organization, budgeting, and accountability.

The ideal candidate will be comfortable occasionally communicating and collaborating with my existing accountant, with my authorization, to ensure financial planning aligns with accurate business records.

My ultimate goal is to become more financially knowledgeable, confident, and independent while developing sustainable systems that support both my personal finances and my business.

Key Responsibilities

• Conduct in-person financial review and accountability meetings
• Review personal and business spending habits and identify areas for improvement
• Develop realistic budgets, savings goals, and financial plans
• Help establish consistent and sustainable owner compensation
• Monitor business cash flow, expenses, and financial progress
• Identify unnecessary spending and recommend practical adjustments
• Help organize financial information and develop manageable tracking systems
• Establish measurable financial goals and provide accountability between meetings
• Provide clear, actionable recommendations following each session
• Collaborate with my existing accountant as needed, with appropriate authorization

Ideal Candidate

• Experience in personal financial coaching, budgeting, or small-business financial management
• Strong organizational, analytical, and communication skills
• Experience working with entrepreneurs or small service-based businesses
• Comfortable discussing both personal and business finances
• Discreet, trustworthy, and professional when handling sensitive financial information
• Able to provide honest, constructive feedback in a supportive, judgment-free manner
• Proactive in identifying potential financial concerns and opportunities for improvement
• Comfortable collaborating with an existing accounting professional
• Relevant financial counseling credentials, such as AFC certification, are a plus

Schedule & Compensation

Anticipated Start: November–December 2026, with flexibility for the right candidate.

The position will begin with a paid 90-minute introductory financial assessment, followed by 60-minute in-person, biweekly meetings on Tuesday evenings, preferably around 7:00 PM.

The initial focus will be reviewing current personal and business finances, establishing realistic budgets, identifying areas for improvement, and developing financial goals and systems for 2027.

My existing accounting professional will continue overseeing bookkeeping and tax preparation, allowing this role to focus specifically on financial organization, education, planning, and accountability. As financial systems and routines become established, there is potential to transition to monthly meetings by mutual agreement.

Introductory Trial & Working Relationship

Because this position involves sensitive financial information and a close working relationship, the engagement will begin with a paid 90-minute introductory session.

This meeting will provide an opportunity to discuss my current financial situation, identify initial areas for improvement, establish goals, and evaluate whether the working relationship is a good fit for both parties.

Following a successful introductory session, ongoing services will be arranged on a flexible, month-to-month basis without a long-term commitment.

Professional references and a signed confidentiality agreement will be required. Access to financial information will be limited to what is necessary for the role, and the position will not include authority to independently access, transfer, or manage funds.

To Apply

Please submit a brief introduction outlining your relevant experience, qualifications, hourly rate, and availability for Tuesday evening meetings. Experience working with small-business owners and collaborating with accountants or bookkeepers is especially welcome.

I'm looking for someone interested in building a professional, collaborative relationship focused on financial education, accountability, and long-term growth.