The Essentials Package
For startups and solo entrepreneurs who want peace of mind with their finances.
Best for: 1-person businesses or turnover up to £50k
Monthly bookkeeping & transaction reconciliation | Estimated business tax liability for cash flow planning purposes | Notification of liabilities & payment deadlines for HMRC | Monthly Profit & Loss report | Basic financial dashboard report | Yearly financial insights | Email support | Access to free downloadable financial templates
✨ Keeps your business running smoothly without the stress.
The Growth package
For growing entrepreneurs who want more insight, support and financial clarity to scale confidently.
Best for: Solo Entrepreneurs or Businesses with small teams or turnover £50k–£150k
Everything in Essentials, plus: Access to management reports | Quarterly Financial Reviews | Yearly financial health check which includes a full review of current financials and recommendations for improvements | Pricing review to ensure profitability | Enhanced Financial Dashboards with KPI's & insights | Yearly advice on cost savings and increasing income streams | Priority email support | Cash flow tracker and Budget Planner templates
✨ Build a profitable, scalable business with tailored support.
The Premium Package
For ambitious entrepreneurs who want full financial clarity and a finance partner to help you scale, expand and step fully into the CEO role.
Best for: Ambitious solo entrepreneurs or small businesses with 3+ staff or turnover £150k+
Everything in Growth, plus: Business pricing and profitability strategy sessions | Advanced financial reporting dashboard | Cash flow planning and forecasting support | Budgeting and goal setting support | Expense Tracking Guidance and support | Year-End Review & Reforesting for next year | A full Financial Strategy Roadmap (growth drivers, savings, revenue improvements) for the next 12 months | Priority email and WhatsApp support | Financial check-ins | Access to strategy sessions | Exclusive access to networking events, workshops & masterclasses
✨ Your trusted partner on your journey to long-term business success.