Whether you're just starting out, feeling stuck, or scaling your business, your financial Pathways offer expert financial guidance tailored to your stage of growth. We don’t just do bookkeeping — we build confidence, clarity, and systems that support your business and your wellbeing.
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From your first spreadsheet to your monthly CEO check-ins, our flexible service tiers meet you where you are — and grow with you.
Because managing money should feel supportive, not stressful.
The Clarity Pathway is for you if…
You’re a service-based business owner who’s doing your own books — but secretly dreading it
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You want to feel confident that you’re doing it right
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You don’t want to outsource yet, but you’re done winging it
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You’re ready to understand your numbers without the stress
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You want structure, expert guidance, and simple tools to stay on top of everything
What You Get Inside
(Think of this as your calm financial anchor — not just another spreadsheet)
Best suitable for those who are under the VAT threshold (annual sales below £90k)
Minimum 12 month engagement
Software Set-up &
Subscriptions
We help ensure your accounting tools are working for you from day one, so you can start strong and stay in control.
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Initial Systems & Processes Audit – a clear-eyed review of your current setup, with a roadmap for refinement, alignment, and ease
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Initial Bookkeeping Health Check – to identify gaps, risks, and opportunities for improvement
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Initial 1:1 Business Goal Strategy Session – aligning your financial setup with your vision and growth plans
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Guided Software Set-Up Call – we walk through your software (Xero, QuickBooks, or spreadsheet) together so you feel confident using it
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Tailored Recommendations – we help you choose the best-fit tools and processes for your business
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Subscription Support – simple guidance on selecting and managing subscriptions to support your workflow
Quarterly Bookkeeping Review
Quarterly Bookkeeping Review You maintain your records in Xero, QuickBooks, or our Clarity Tracker. Each quarter, we carefully review your bookkeeping and give you calm, expert feedback to:
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Flag and fix errors
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Highlight any gaps or red flags
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Help you feel totally confident in your financial records
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No judgement. Just support, structure, and reassurance.
Quarterly Clarity Sessions (Zoom)
Quarterly Clarity Sessions (Zoom)Every quarter, we meet for a 1:1 Zoom session where we:
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Review your numbers together
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Talk through tax, profit, and pay
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Reflect on what’s working — and gently realign what’s not
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Plan clear, aligned next steps for your next quarter
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This isn’t just a numbers call — it’s a space to feel empowered in your role as CEO.
Your Clarity Toolkit
A powerful bundle of guided resources designed to make your DIY bookkeeping easier, lighter, and more aligned.
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You’ll receive:
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Business Money Management Workbook – build strong foundations with pots, planning, and mindset
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Clarity Tracker Spreadsheet – a simple way to record income, expenses, and stay tax-ready
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CEO Hour Checklist – create your own monthly financial ritual
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Reflect, Review & Realign Monthly Planner – track what matters and stay grounded
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Budget & Savings Pot Templates – clear visual tools to help you plan with purpose
Even if you’re not “a numbers person,” these tools make it feel possible — and powerful.
Support Between Sessions
Because questions come up — and you deserve a space to ask them.
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WhatsApp + Email Access for quick questions, tech help, or clarifications​
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Monthly Support Emails with prompts and tips to keep you gently accountable
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Reminder Nudges so you don’t fall behind or forget what matters
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You're never doing this alone.
Flexibility to add on year-end accounts and tax returns (fee arranged separately)
From Confused to Confident — You’ll Feel
You feel like you finally have a system that works — and makes sense
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You feel reassured by expert check-ins, so you’re never left guessing
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You feel clear on your numbers, your profit, and your plans
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You feel confident that your records are correct and your next steps are aligned
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You feel calm, grounded, and capable when it comes to your business finances
​Inside The Clarity Pathway, you feel seen, supported, and genuinely empowered — not just as a business owner, but as a whole human.