Welcome

Does the thought of YOU keeping REALLY on top of the numbers in your business make you want to stick pins in your eye?

Yes, you know that someone should be looking at that stuff. But man all that detail, it’s not, in any way, exciting!

You want to be selling, connecting with your community…building your legacy. More importantly want to be putting your Profit First!

Accreditation


ReceiptBank Silver Partners
icpa
profit first professionals badge 3
Xero Certified Gold Partners
icas
tide partner

It's Time to Grow Your Business.

I completely get it, it’s the places you love to operate in and it’s done you awesomely well so far but…as your business is growing, the numbers side doesn’t have anyone’s real focus and it is causing more stress and unpredictability.

Yes, you have an accountant, and/or a bookkeeper, but the stuff they give you (if they give you much at all), that does not help you achieve your goals, it’s just a load of numbers every so often. Trivial meaningless drudgery and really nothing that is truly supporting the direction you are headed, that supports your vision and your future.

You have big goals and plans.

To impact all the people you want to impact, you know that a real eye on this side of the business can’t be swept under the carpet forever…

I know that you don’t want ALL the detail but instead want to have a weekly Dashboard that tells you if you are on track to reach all your goals and lead your business as the CEO you are.

You don’t want to have to do the mundane numbers tasks yourself but want someone to just fix it all and take it off your plate

But.

At the moment you are leaving money in the table in your business – I want to help you get it out.
You have money leaks in your business…I want to help plug those for you.
At the moment you have a great business but I want to help you make that truly awesome!

I am not a marketer.

We don’t get these types of results from branding or fancy websites.

I am a Chartered Accountant.  

We help new entrepreneurs set up their financial systems to make a profit from the beginning and develop solid financial habits through our proven Business Wealth Engine (BWE)…and of course, as with any great finance function, we make sure you are kept legal with the tax man too.

We give you the tools you need to implement our systems and strategies without them costing you the price of an FD!

We help you plug our proven system, the Business Wealth Engine into your business.

This is what we do with our Profit Planner clients.

We work very closely with your business to help you really get the data to work for you and help you understand how to analyze it so that you are taking home money from your business without impeding its growth potential.

Who our Profit Planner clients are:

New business owners (under 6 figure annual sales).
Online business entrepreneurs (coaches, consultants, trainers, change-makers, thought leaders, authors, etc) UK based.

Companies We’ve Worked With


client logo-client nectar
client logo-blue peg
client logo 20 nation
client logo Life by Danille
client logo-motion hatch
client logo gtex
client logo this is your dream
client logo intelligent parnertship
client logo sparks
client logo-stranded
client logo-client nectar
client logo-blue peg
client logo 20 nation
client logo Life by Danille
client logo-motion hatch
client logo gtex
client logo this is your dream
client logo intelligent parnertship
client logo sparks
client logo-stranded

Here are some super cool features we have as standard, to help your business grow!

Profit First

Which means you get to take home more money from your business while plugging money leaks!

Forecasting & Tracking

Which means we are standing with you shoulder to shoulder, standing in the same direction as you – forward! I’m here to help you achieve your desired goals!

Join Us on Slack!

Stuff wait times.
You’ll get your own designated slack channel with us!
You shouldn’t be hanging around for 2 weeks for an answer from your accountant, you can use your time much more efficiently.

Xero & Receiptbank

We provide you with Xero and Receiptbank for no extra fee, and keep it up to date for you!

Accounting & Tax

As you should expect from a highly competent Chartered Accountant – we take care of all the compliance stuff – the annual accounts, confirmation statement, corporation tax, and director(s) personal tax returns  

Bookkeeping, Payroll & VAT

Bookkeeping is so much more than setting up bank feeds in Xero, and sending to ReceiptBank. We make sure every part of your finances is reconciled e.g. does your Stipe tie back to your CRM sales to your bank account? 

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