One toolkit. Multiple ways to be supported.
Your Path to Calm, Confident Financial Support
Your all-in-one set of calm, practical tools designed to support bookkeeping, money management, and confident financial decision-making—no matter where you are in your journey.
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This toolkit is the foundation of everything we do together. It supports your growth whether you're DIY-ing your books, getting monthly support through Momentum, or stepping into financial leadership with Elevation.
THE FINANCIAL TOOLKIT – Included for Every Client
Your all-in-one set of calm, practical tools to support financial clarity, confidence, and growth.This is included across all pathways.
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CEO Hour Checklist
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Bookkeeping checklist
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Momentum Money Tracker
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Aligned Finances: The Quarterly Journal
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From Clarity to Confidence Your Next Step in Financial Leadership
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Budgeting spreadsheet
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Pricing Review Tracker
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Guide to Business Money Management Workbook
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Reflect Review & Realign -Monthly Planner
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Tax Deadlines & Key Dates Calendar
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Reset, Realign & Rise Step into your CEO workbook
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Client Portal
Your support Pathways
Choose the level of support that fits your season of business
minimum 12 month engagement.
Clarity Support
Get set up for success with expert-reviewed DIY support
This includes:
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Access to the full Financial Toolkit
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Cloud Accounting Set up & System Audit Review
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Initial Bookkeeping Health Check
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Initial Systems & Processes Audit
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Software & toolkit Walkthrough
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Initial Goal Setting Session
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Quarterly Business Strategy Session
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Monthly bookkeeping check-in and Review
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Email support, WhatsApp, and Zoom- We communicate how you like
→ Best for new businesses or those setting up systems for the first time
minimum 12 month engagement.
Momentum Support
Everything in Clarity, plus regular expert support and monthly rhythm. Designed for growing businesses who want consistent financial care and proactive insight.
This includes:
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Access to the full Financial Toolkit
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Monthly bookkeeping (choose hybrid or fully managed)
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Quarterly Money Review Session
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Initial Bookkeeping Health Check
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Initial Systems & Processes Audit
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Software & toolkit Walkthrough
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Cloud Accounting Set up & System Audit Review
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Initial Goal Setting Session
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Quarterly Business Strategy Session
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Profit & Progress Snapshot each quarter
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Priority access to 1:1 sessions and workshops​
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→ Perfect for growing businesses ready for sustainable support
minimum 12 month engagement.
Elevation Support
Take full ownership of your financial leadership: cashflow, clarity, and confident money decisions
For established or scaling business owners ready for next-level visibility, budgeting, and empowered decisions.
This includes:
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Access to the full Financial Toolkit
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Monthly bookkeeping (choose hybrid or fully managed)
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Quarterly Money Review Session
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Initial Bookkeeping Health Check
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Initial Systems & Processes Audit
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Software & toolkit Walkthrough
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Initial Goal Setting Session
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Quarterly Business Strategy Session
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Profit & Progress Snapshot each quarter
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Cashflow Mapping setup
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Priority access to 1:1 sessions and workshops​
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Monthly or bi-monthly Financial Coaching Calls
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Budgeting System Build
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​Money Management Plan
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→ Perfect for growing businesses ready for sustainable support
minimum 12 month engagement.
You're Not Behind. You're Just Ready for Calm,
Clear Support.
Whether you're just starting out, finding your rhythm, or ready to elevate how you manage money in your business—there’s a path here for you.
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Our services are designed to meet you where you are and move with you as you grow.
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You don’t need to do this alone. Let’s bring clarity, calm, and confidence to your finances—together.
Not sure what you need? That’s okay.We’ll talk it through and help you find the right fit—no pressure, just honest guidance.
ADDITIONAL SERVICES
Book as stand-alone sessions or add to any pathway
Self Assessment Tax Return & & Year End Accounts
Stress-free tax return completion for sole traders and limited companies
Goal Setting & Strategy Session
90-minute 1:1 to align goals, income strategy, and business vision
– Includes goal-setting workbook + forecasting templates
Bookkeeping & Business Audit
One-off review of your accounts and financial setup
– Recommendations for clean-up, clarity, and next steps
Cloud Accounting Setup
We set up your accounting software (Xero, QuickBooks,)
– Custom chart of accounts, automations, workflows
Cloud Accounting Training
Live 1:1 session or team workshop
– Learn how to confidently use your system
– Includes recordings and step-by-step guides
Not sure what you need? That’s okay.We’ll talk it through and help you find the right fit—no pressure, just honest guidance.
Your next step is simple—and it starts with a conversation.
Phone:07572986858
