Done-With-You Financial Setup & Support (3-Month Programme)
For the business owner who’s ready to stop winging it and finally get their financial sh*t together — with guidance, support, and structure at every step.
✔️ A system that works for you (not a generic template)
✔️ Total clarity on your income, expenses, and business performance
✔️ Confidence to make smart, strategic money decisions
✔️ Peace of mind knowing you’re on track with HMRC (and your goals)
Perfect for:
→ Those who have been DIY-ing but know it’s time to get organised
→ Those who want expert support without fully outsourcing yet
→ Those who feel behind, overwhelmed, or unsure what to even start tracking
→ Those who are ready to grow but want to feel grounded first
What’s Included:
✅ Full setup of your finance system (including QuickBooks, bank feeds, receipt tools & categorisation)
✅ 1:1 onboarding & system walkthrough
✅ Monthly accountability calls to review your numbers and build habits
✅ Cash flow guidance and goal-based budgeting
✅ Email and voice note support between calls
✅ Resources, templates, and step-by-step instructions for everyday money management
You’ve hit a wall with your finances and need a fresh perspective
You're scared of talking to an accountant
You're winging your financial processes and hoping for the best
You have no idea where you're making money (or losing it!)
You just spend and hope there's a return
Accountants make you feel inferior
Talking about money feels personal and scary
You crave freedom, but your schedule (and stress levels) say otherwise
You’re tired of chasing success that doesn’t actually feel good
You’ve got big goals but no space to think clearly about them
You’ve done the mindset work but need strategy to match
You know something needs to shift… but don’t know where to begin
If any of this resonates, you’re not alone
and this exactly why I created this program!
Mail us at: [email protected]
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