Financial coaching for Business owners

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Access to clear, practical financial education shouldn't be reserved for large organisations. We deliver coaching that turns accounting into confident everyday decision-making for your business.

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Bespoke coaching - tailored sessions built around your sector, systems and goals

Workshops and masterclasses - focused topics for groups

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1:1 coaching - hands-on guidance for owners, finance leads or new book keepers

Resource packs - Checklists, templates and guides to support ongoing development

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Who's it for

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Business owners - build financial confidence and control

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Managers and team leads - Use numbers to drive performance

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Finance and admin staff - strengthen daily processes and accuracy

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Start ups and scale ups - Set solid foundations and avoid costly pitfalls

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What you'll get

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Practical outcomes - clear steps and templates you can use immediately

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Confidence with numbers - understand, question and act on your data

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Compliance peace of mind - reduce errors, penalties and rework

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Better decisions - pricing, investment and management with clarity

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Delivery approach

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Discovery - we identify your goals

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Design - content is tailored to your sector, team and workflows

delivery - interactive sessions with real examples and Q & A

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Follow - up - action plans, resources, and optional progress check-ins

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Pricing and value

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Transparent pricing - clear quotes per session or programme

Measurable impact - defined learning objectives

Flexible packages - from single workshops to multi-month programmes

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Get started

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Book a call - share your objectives or current challenges

Choose your topics - pick from the list or request something specific

schedule your sessions - onsite or online, at times that work for you

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Potential Topics

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Cash flow mastery - practical forecasting, working capital, creditor/debtor control, cash dashboards

Book keeping essentials - chart of accounts, reconcilliaton, month end checklists, audit trails

Vat made clear - schemes, partial exemption, common errors, digital record-keeping

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Making tax digital - requirements, compatible systems, digital links, compliance workflows

 

Tax for businesses - corporation tax, self-assessment, allowances, reliefs, payments on account

 

Penalties and risk control - deadlines, penalty regimes, reasonable care, record keeping standards

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Limited Company benefits and pitfalls - structure, remuneration planning, dividends vs salary, director responsibility

 

Budget updates and impacts - what changed, what it costs and actions to take in your business

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Software and systems - xero, quickbooks, sage, automation, bank feeds, apps, reporting packs

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Management information and KPI's - turning data into decisions, board packs, pricing and margin analysis

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Cost control and efficiency - process mapping, spend analysis, supplier terms, inventory management

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Funding and growth planning - lenders and grants, forecasts, covenants, investor ready reporting

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