Let’s make it easy to track all your income, and analyse where your money is coming from. Plus we will review potential new income streams to help you grow your business in the coming months.
We’ll record all your expenses in once place, and set up a system to make it easy for you to do this in the future. Then we’ll use these figures to analyse what it costs you to produce, market and deliver your product and/or services currently and look at options for reducing these expenses where possible.
Share your current businesses systems with me (no matter how clunky) and together we can create a more time and energy efficient way of managing your business finances.
Tell me your business goals, and I’ll turn them into a set of profit projections so you can see what income you’re aiming for, what you’re cash flow will look like, and monitor how well your business is performing.
Ahead of each session there’s a little homework for you. I will send you a workbook to gather the information we’ll need for the session, so we’ll both be able to get the most out of our time together.
After four weeks you will have:
I’m Jo, and I have spent the last 15 years delivering financial management services for clients: launching start-ups, producing business plans and implementing financial reporting systems.
I run a finance & bookkeeping business, currently servicing more than 60+ SMEs, helping them to raise investment, obtain grants, meet their legal accounting obligations, manage cash flow, complete HMRC registrations, managing VAT systems such as VAT MOSS and just about anything else money-related.
It doesn’t matter how big or small your numbers, how messy your records are, or how slapdash your current business systems – I have definitely seen worse before, and I KNOW I can help.
This is not a course.
This is not (another) business DIY project you’ll pay for, then never use.
This is a personalised 1-1 service delivered by an experienced, qualified finance and accounting professional (and it’s more affordable than you might be guessing).
Your Investment (it’ll be worth it)
Your Bespoke Business Money Makeover is completed for a fixed fee of £695.
Your fee includes:
Use the contact form below to get in touch.
When we’ve agreed the appointment time and date for our first video call, I’ll email out the first workbook, plus an invoice for a 50% deposit.
The final balance is due after a fourth call, and any follow-up work is complete.
A: I only work with businesses who are registered or based in the UK for accounting purposes. If you are registered/based in the UK but you trade outside of the UK (you sell to people overseas) that’s fine.
A: Yes, I will need to see your previous years full accounts and if possible have access to your current financials so you get the most from our sessions. I will send you a secure link so you can share these with me when we get started.
A: Each call will last 1 hour, however I will ask that you allow 2.5 hours time for each call as there will be some work to do either side and depending on what your priority area is certain calls may last longer that others.
A: Yes, we can be flexible. Some people prefer to space their calls out, others prefer to have them closer together. There is also the option to have a full day with me or two half days depending on your location.
A: At the end of our time together you will have everything you need to understand where your business is now, and how to grow it in the way you intend, including –
“Just wanted to say a Big Thanks for taking me through the business/financial planning yesterday….I could actually follow and understand where I could make a difference. You have given me a completely different perspective on running the cafe and how to make it successful..
I have come away with my head buzzing and full of energy ready to make this work. It’s great to work with somebody who seems to understand where I’m at and how I work.”