🌿 Your Financial Pathways
Calm, clear financial support for every stage of business.
Whether you’re just getting started or growing into a bigger vision, our pathways are here to help you simplify, structure, and strengthen your finances — with clarity, care, and no overwhelm.
You’re service-led.
You’ve got big dreams.
But when it comes to your bookkeeping and business management?
It can feel messy, overwhelming, and like one more thing to “figure out.”
You didn’t start your business to become an accountant.
But you do want to feel in control of your money — without handing everything over, and without feeling like you’re always one mistake away from a tax panic.
That’s where The financial Pathways come in.
A calm, supportive space for business owners who are ready to manage their books with confidence, clarity, and structure — and want someone walking beside them as they do it.
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 frameworks and Resources
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Initial Bookkeeping & business Health Check Review
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Initial Goal Setting Session
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Quarterly Business Strategy Session
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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 frameworks and Resources
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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
→ 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 frameworks and Resources
-
Monthly bookkeeping (choose hybrid or fully managed)
-
Quarterly Money Review Session
-
Initial Bookkeeping Health Check
-
Initial Systems & Processes Audit
-
Software & toolkit Walkthrough
-
Initial Goal Setting Session
-
Quarterly Business Strategy Session
-
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
→ 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.
Our services are designed to meet you where you are and move with you as you grow.
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
