Learn to master the art of storytelling, overcome daily obstacles, decode the numbers, and attract soul-aligned collaborators even as a BUSY entrepreneur!

YOU have the flexibility to learn on YOUR time and become comfortable and confident in your business.

Master Your Business on Your Time

a holistic approach to...

TRANSFORMING your relationship with money

"gives me actionable feedback"

"Working with Alanna has been a pleasure. With her astute intuition she provides me with an objective perspective and gives me actionable feedback that I am able to immediately use. I have had great results working with her and plan to continue to do so!"

-Janae Bourgeois

"I would never go anywhere else"

"Grace has been handling my bookkeeping for 6 years and I would never go anywhere else. She is professional, efficient, knowledgeable and kind (which happens to be one of the most important qualities to me). You can definitely trust Grace and her team with all your bookkeeping needs.

-Jules H.

feel hindered by daily obstacles?

struggling to navigate the complexities of your business finance narrative?

As a heart-centered business owner, it's easy to grapple with the stagnant narrative and strongly desire to decode your business's numeric story.

Grace Del Rey, an intuitive financial business strategist, addresses these pain points by guiding entrepreneurs to create informed strategies, overcome challenges, and embrace their infinite abundance for lasting success.

Are you trapped in a labyrinth of financial turmoil?

It's kept you awake at night...

...You've struggled for ages..

...Juggled the complexities of your business and personal accounts...

...And have little or no boundaries set up..

all while dodging the looming presence of the IRS...

Imagine feeling confident in the calculated risks you make for your business...

01

Many entrepreneurs find themselves lost in the sea of financial statements, budgets, and projections, leading to stress and a sense of uncertainty about the future. Let's simplify the complex, turning overwhelm into clarity and confidence in your financial journey.

02

Growing a business while maintaining financial stability can feel like walking a tightrope. Without the right strategies, you risk either stagnation or unnecessary financial risks. Discover how to perfectly balance growth and stability, ensuring your business thrives without compromising your peace of mind.

03

A ship without a compass can't navigate the seas; similarly, a business without a strategic financial plan struggles to reach its destination. Together, we'll create a roadmap that not only aligns with your business goals but also empowers you to make informed, proactive financial decisions.

dare to dream big while utilizing the tools you've learned..

It's okay to confidently invest in yourself...

As an intuitive financial business strategist, I help heart-centered business owners create strategies to navigate the perils of running a business and guide them to propel their business to a new level of success with measurable and intuitive direction.

I create informed business owners who take calculated risks when investing time and money in themselves, their businesses, and their employees.

This allows you to embrace your gifts and thrive, knowing you have the greatest impact when owning your infinite abundance and living in the world of possibilities.

"Alanna's impact on my professional development has been profound, leaving an indelible mark on my career."

"I had the privilege of working with Alanna Levenson as my professional coach, and I am delighted to provide a recommendation for her exceptional coaching skills. My journey to enhance my coaching abilities led me to connect with Alanna through Torch, and from our initial interactions, it became evident that she possesses a unique talent for building connections and offering insightful guidance.

What sets Alanna apart is her approach to coaching. Unlike many coaches who rely on open-ended questions, Alanna engages in direct conversations, fostering a collaborative environment where both parties actively contribute to finding solutions. Her ability to share diverse perspectives and provide valuable insights greatly enriched our coaching sessions.

One aspect of our collaboration that stood out was the incorporation of role-playing and the exchange of experiences. These practices not only enhanced our discussions but also contributed to a more productive and engaging learning experience. Alanna's coaching style extends beyond conventional methods, and I gained valuable skills, including the strategic use of words and the facilitation of conversations to ensure all participants feel at ease and involved.

Alanna's impact on my professional development has been profound, leaving an indelible mark on my career. I feel fortunate to have had the opportunity to work with such an amazing coach. I wholeheartedly recommend Alanna to anyone seeking a transformative coaching experience – she brings a unique blend of expertise, insight, and genuine dedication to her clients' success."

-Edward Agaran Daduya

Introducing...

Level It Up Business Mastery!

Propel your business to a new level of success with a measurable and intuitive direction with Grace and Alanna!

LET’S GET DOWN TO BRASS TACKS

What’s Included in Level It Up?

Module One

The various stories we’re telling and the characters we play in them.

What stories do you tell about your business and the character(s) you play in that story? We guide you through the telling of your story and take a look at the character you choose to play.

Then you'll go through the process of getting curious of what kind story do we want to tell, and what kind of character we want to play.

All while encouraging you to try on different characters and ways of being. We tackle the mindset and identify what obstacles that could get in your way daily that will derail your process and how to combat it with our tool kit.

Walk away with:

  • Online Self-Paced Course

  • HeartMath© Shift and Lift™ Technique

  • Lifeline Exercise

  • Accountability Calls

  • BONUS - Focusing Your Mind and Getting Grounded Toolkit

Walk away with:

  • Learn to read a Profit & Loss, Balance Sheet, and Cash Flow Reports.

  • HeartMath© Attitude Breathing™ Technique

    modules in the course

  • Take a walk-through to calculate your own break-even point.

  • Learn to calculate your Thrive-Point in your business

Module Two

What's your financial story

We tackle the mindset and identify what obstacles that could get in your way daily that will derail your process and how to combat it with our tool kit. We then go deeper into learning how to read the story about your business and the how the numbers tells a story of their own.

Module Three

Step Into Your Zone of Genius

Then we look at various components of the business, like identifying your zone of genius, get curious about shifting our life to include more time in the zone of genius.

Walk away with:

  • Learn boundaries around time

  • How to differentiate between your Zone of Genius and Excellence Zone

  • How to start mapping your transition from average to Genius

  • HeartMath© Attitude Breathing™ Technique (science backed vibration)

Walk away with:

  • Map your current journey

  • HeartMath© Cut-Thru® Technique - How to re-write your story

  • Reinvision client journey

  • Reflection and action setting

Module Four

Client Journey - Is it the story you want them to experience?

Next, we look at your client’s journey from the moment they learn about your business to the completion of their experience with your business, what was their experience. We look at the current state and then go through the process of what we’d like the journey to be.

Module Five

Soul Aligned Players

Next, we get into how to attract soul-aligned players to collaborate in growing your business, whether that is an employee, a client, or a consultant. All of this leads us to clearly understand where we currently are and where we want the go in our business by aligning ourselves with the goals we want to achieve in the various areas. And lastly, the creating the action plans to get you there.

Walk away with:

  • Three of the Most Powerful Questions to Ask

  • How to hire

  • How to fire

  • Attracting the right client for you

  • Setting up your appointments to succeed

Walk away with:

  • Brain Science - Limbic System - Unconsciouse Mind

  • Guided Visualization

  • Guided Meditation using Affirmations

  • Learn to align yourself

Module Six

Aligning Yourself to Your Goals

Manifesting/Focusing Your Goals – what is it and how it relate to business? Tying emotions to what we want to happen, experience, and create. Pull through the zone of genius and characterization. Visualization.

The science behind it, and how our brain can only be focused on one thing. Which voice are you going to listen to and consciously shift it? Identify what you want to create.

Module Seven

Envision your future and how to make it real

SMART Goals - Practical understanding of how to take your vision from thoughts and words into achievable steps that you convert into action.

Walk away with:

  • Short term and long term planning

  • Vision Board

  • Weekly Schedule

  • S.M.A.R.T. Goals

All The Tools You Need To Build A Financially Smart Business

What sets Alanna apart for other Coaches is her ability to lead you back to yourself to see your blindspots in a strategic compassionate way. Powerful. I not only felt seen & heard, she strategically, gently led me back to my challenge allowing me to unpack my challenge while understanding how to implement my new learning.

If you are looking for an extraordinary coaching experience with sustainable outcomes, hire Alanna!

-Melanie C. Jones MSOD, PCC

I own a flower shop and SGBS Consulting has been doing my bookkeeping for quiet awhile. Grace and her team are the most trustworthy, professional and honest company I have ever worked with. Not only they saved me ton of money but they also trained me in Quick books to independently be able to handle my small business. They are always available to answer my question and are very professional and helpful.

They go that extra mile to keep me and their clients happy. I highly recommend them for all your bookkeeping services.

-Sara Carmicael

Alanna provided incredibly helpful guidance and coaching as I transitioned into executive leadership. She provides an intuitive balance of probing questions and pointed suggestions. In addition, she has a robust repertoire of frameworks and articles that she offers to reinforce and further her advice. Alanna builds trust quickly and brings a client-centered approach to each session. She is adept at helping clients navigate ambiguity and build their confidence. I would highly recommend her to anyone who is facing professional challenges or transitions.

-Alexandra McArthur

"she is a total pro and cares about her clients so much!"

"I've been working with SGBS Consulting for 3 years now and highly recommend Grace and her team! She handles our business books as well as our personal books. She is an essential part of our financial health and well-being. She also helped set up my quickbooks online to make my life easier and it was the best decision ever!

Grace consistently guides us with aplomb through any financial or tax prep questions or challenges we may have (and I have many on a regular basis!) and makes sure that our books are prepared and organized - and always ready for tax time so no last minute stress. But even when I do have last minute accounting stresses because something pops up, she always handles it and helps me through anything I need, because she is a total pro and cares about her clients so much! Grace's professionalism, efficiency and attention to detail coupled with her calming and non-judgy disposition, makes her the BEST bookkeeper! She's awesome and can't recommend her enough!"

-Viva U.

Imagine daring to dream big while utilizing the tools you've

learned to make your dreams a reality that will impact not only

yourself but also your loved ones and the

causes they care most about.

(you'll achieve a balanced, fulfilling path to success, well-being, and personal growth.)

01

Be empowered with the knowledge to understand your business's financial health deeply. You'll learn to read and interpret financial statements with ease, transforming numbers into actionable insights that drive your business forward.

02

Unlock the secrets to sustainable business growth with strategies tailored to your unique vision. This course guides you through setting achievable goals, identifying growth opportunities, and creating a step-by-step plan to scale your business effectively and mindfully.

03

Dive into the transformative power of mindset shifts that open the door to new possibilities. By addressing and reshaping limiting beliefs, you'll unlock a wealth of creativity and confidence, enabling you to approach business challenges with a positive, abundance-focused outlook.

Never again...

  • Worry About Financial Blind Spots

  • Feel Overwhelmed by Business Planning

  • Struggle Alone with Entrepreneurial Challenges

"..be more conscious of what's happening in my money world.."

"I've known and worked with Grace for over 15 years, and I am consistently grateful for that fact. She have been my bookkeeper/accountant through the ups (mostly, and downs) of my financial life, and ALWAYS remained calm, clear, and thorough, no small deal especially during those times when things weren't so great. I have also referred her to many others. EVERYONE has thanked me. She has taught me how to be more conscious of what's happening in my money world, and helped me open new accounts, file taxes, balance my books, figure out deductions, and more. The most important thing however, is that I would trust her with my life. I never have a second thought about giving her access to my world, period. I feel comfortable telling anyone else that they can trust her as well, because it is less about my relationship with her than who she is - smart, good at what she does, and full of integrity. My financial life, both personal and business, used to overwhelm and disempower me. Now, I know what's going on, I don't have big (terrible) surprises, and much of that is thanks to her and her crew. I cannot say enough about how good she is at what she does. Thank you Grace. You've saved my ass more than once! And you've helped restore my so-called sanity on a regular basis for years."

-mary h.

Your Coaches

Meet Grace & Alanna

Grace Del Rey

CEO and founder of SGBS Consulting Inc.

She has over 25 years of experience in the financial industry working with clients in different sectors from professional services to non-profit to manufacturing. She served as treasurer on the Westside Referral Network and Friends of Coeur D’Alene Elementary. In 2008, she began working with small publicly traded companies. Grace graduated from Virginia Commonwealth University with a BFA and has an associate degree in computer science, which she uses to program third-party applications with QuickBooks and navigate other accounting software like SAP and SAGE 90.

She loves learning how different companies have succeeded and uses her knowledge to coach her clients to take their businesses to the next level.

Alanna Levenson

Founder and Owner of I Love My Life! Coaching and Consulting.

Alanna Levenson has had an untraditional career path exploring Tech Sales, Start-ups, acting and Entertainment Corporate, Non-profits, CX and finally embraced her life purpose in Coaching starting in 2005. As a lifelong learner she is an ICF PCC Credentialed Coach with grounded experience in Professional Coaching, Team Coaching, Leadership Development and Small Business Coaching.

With I Love My Life! Coaching and Consulting, she’s worked with 200+ individual clients, ran MasterMind groups, and worked with small business owners and entrepreneurs. During her time at Cisco, she facilitated over 200 workshops encompassing custom Team Coaching, the “Power of Teams” and Virtual Health Checks with teams across all organizations.

She holds multiple coaching certifications from HearthMath Institute, ORSC/CRR Global, GTCI, TMBC, and iPEC. She also has a HR Management Certificate from Cornell University ILR, and a PCC credential from ICF International.

When she isn’t working and makes it a priority to step away from her computer, she enjoys traveling, reading, cooking, growing her own food, yoga, hiking, spending time with friends and family, and staying up to date on world events.

"feeling inspired and with clear, actionable steps"

"I left every session with Alanna feeling inspired and with clear, actionable steps that I could work on personally and with my team. During our sessions Alanna helped me identify my strengths and how I can leverage them to be more effective as well as patterns that were holding me back. I left our time together feeling a tangible shift in focus and excited to keep growing!"

-Mabelly guerrero

"She did such an outstanding job"

"Grace was the financial bookkeeper for our professional medical business for a number of years. She did such an outstanding job. We were always confident that her assessments were correct and in line with our overall goals. Unfortunately, when we became public we had to switch to an SEC accounting firm."

-Don Balzano

w/ Grace Del Rey & Alanna Levenson

Level It Up Business Mastery

Heart-centered clarity on your business vision

Actively choose the role you play in your business story

Understanding your zone of genius

Insight about your client's journey

Learning tools to build a bridge from surviving to thriving in your business

Learn how to read your financial statement and really know where your money is going

How to attract and invite soul-aligned clients and collaborators

today's Price =$1,250

SOME COMMON QUESTIONS WE HEAR

Our Frequently asked questions

What exactly is the Level It Up Business Mastery Course?

The Level Up Business Mastery Course is a comprehensive, self-paced online program designed to help entrepreneurs and business owners elevate their financial strategies, enhance their business operations, and foster a growth mindset. It combines practical financial education with innovative, mindful approaches to business leadership.

Who is this course for?

This course is ideal for heart-centered entrepreneurs, small business owners, and professionals looking to deepen their understanding of financial management, business strategy, and personal development within the context of their businesses.

What makes this course different from other business or financial courses?

Unlike traditional courses that focus solely on the technical aspects of business and finance, the Level It Up Business Mastery Course integrates mindfulness, creative problem-solving, and personal growth into the curriculum, offering a holistic approach to business success.

Imaging increased confidence in decision-making, enhanced business performance, and greater personal fulfillment you could gain.

"Professional, kind and knowledgeable"

"Professional, kind and knowledgeable. Helped me set up the QBO for 2 non-profits correctly so the reports each month are always easy, fast and accurate! She showed me how to create restricted funds inside the parent checking account so that monthly register reports could be made with a click of a button and and the board could clearly see restricted donations flowing in and out of the restricted fund account."

-Parents Gewirtzman

"Alanna's approach is swift, and insightful"

"In three short sessions, we uncovered a key behavioral pattern that had been holding me back. Alanna's approach is swift, and insightful. She utilizes common sense in a relaxed, conversational style. I can't recommend her enough for fast, effective results."

-

w/ Grace Del Rey & Alanna Levenson

Level It Up Business Mastery

Heart-centered clarity on your business vision

Actively choose the role you play in your business story

Understanding your zone of genius

Insight about your client's journey

Learning tools to build a bridge from surviving to thriving in your business

Learn how to read your financial statement and really know where your money is going

How to attract and invite soul-aligned clients and collaborators

today's Price =$1,250

FOR SUPPORT OR QUESTIONS, PLEASE EMAIL US AT grace@sgbsconsulting.COM

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