Business Owner: Monthly Financial Check-In
Have a monthly meeting with me to discuss your business and be accountable for your performance.
The sessions are aimed at owner-managed businesses, at any stage of development.
A FEW REASONS WHY YOU MIGHT NEED MY HELP:
You've started your business but have no idea how you are performing.
You have no bookkeeping or accounting system in place and your finances feel a bit out of control.
You'd like to talk to someone each month about your business to help understand the numbers and support decision-making.
You need to let HMRC know what your business is doing but don't know where to begin.
You are a sole trader looking to grow and would like advice about becoming a Limited Company.
IF ONE OF THESE SCENARIOS DESCRIBES YOUR NEEDS, YOU'RE IN THE RIGHT PLACE!
My Monthly Financial Check-Ins aim to provide business owners with clarity and reassurance about their finances. Through regular catch ups, you will begin to understand your numbers and have more time to successfully run your business.
EXAMPLES OF THINGS WE MIGHT WORK ON:
Implement monthly management reporting
Identify Key Performance Indicators to help you review and understand your performance.
Review your accounting processes and find areas for improvement.
Advise on tax and accounting matters.
HOW DOES IT WORK:
Meetings can be held in person or via Zoom at a time to suit you. They take up to 90 minutes. Following the meeting, I will send you a summary with key points and possible next steps. We can agree on follow up sessions and work, as required.
Price: £150 per session, with follow-up plan.