INTRODUCING

Structure to Scale With Confidence

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

Peace of mind knowing you’re on track with HMRC (and your goals)

Confidence to make smart, strategic money decisions

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

Lets structure!

Payment

Get the structure for financial growth:

What's Included:

1. Goal Setting & Strategy

✅A 60-minute Goal Strategy Session to map out your business and personal financial goals.

✅Creation of a financial roadmap tailored to your objectives.

2. Systems & Setup Support

✅Guidance and support to set up and optimise QuickBooks Online (or your chosen accounting software).

✅Assistance in integrating your business bank accounts, credit cards, and receipt capture software (Apron).

✅Customisation of your Chart of Accounts and reporting categories to reflect your business needs.

3. Process & Routine Development

✅6 x 30-minute Setup & Training Calls (recommended bi-weekly), covering:

✅Invoicing process and templates

✅Receipt and expense management workflow

✅Mileage tracking setup

✅Setting up and using key financial reports (P&L, Balance Sheet, Cash Flow)

✅Establishing your weekly “CEO Money Date” routine

4. Accountability & Ongoing Support

✅Monthly 30 minute Accountability Calls (during the programme) to track progress against your goals.

✅Email support between sessions for queries relating to the setup and training.

✅Access to your secure client portal for file sharing and e-signing.

5. Catch-Up & Transition Support

✅Catch-up bookkeeping from the start of your current financial year to present (data provided by you).

✅Review of existing invoicing, payment systems, and expense processes to ensure alignment with your goals.

✅Handover and training so that you can confidently manage your bookkeeping and financial routines by the end of the

programme.

Does this sound familiar?

You're capable but...

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!

How I've helped others

Streamlined Finances!

"I'd be lost without you now! Working with you has made things easier, clearer and more streamlined."

Martyn Braybrook

Colwick Electrical Solutions Ltd

Based in Nottingham UK

Weight Lifted!

"I'm so excited to work together, I already feel a weight has been lifted."

Charlie Davis

Charlies Glow

based in Kimberley, Nottingham UK

Kind & Patient!

"I cannot thank you enough I feel like crying. You literally explain things so so well!!"

Clair Oliver

B Movement Lab based in Kimberly, Nottingham UK

Wouldn't do business without Bobbie's support.

"She goes above & beyond what I expected - celebrating my wins, holding me accountable to my goals and giving me so much confidence in the direction of my business by knowing exactly where I stand with my money.

Knowing all the confusing & technical bits are taken care of is such a weight lifted off my shoulders, meaning I can focus my time & energy doing more of what I love & am good at."

Hannah Chambers

Bored of Busy Ltd

UK Based online

Contact Us

Mail us at: [email protected]