financial support that grows with your business.

Every business needs reliable financial foundations — but as your business grows, your financial needs evolve too.
I offer structured service packages alongside tailored advisory support, providing everything from essential compliance to strategic financial guidance.

While I work with businesses of all backgrounds, I have a particular passion for supporting women in business and offer specialist maternity financial planning for founders preparing for time away from their business.


service based businesses

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consultants

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creatives

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small limited companies

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sole traders

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female founders

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service based businesses - consultants - creatives - small limited companies - sole traders - female founders -

CORE SERVICE PACKAGES.

Designed to support businesses at different stages of growth, these packages provide clear, structured financial support while allowing flexibility as your needs evolve

FOUNDATION

from £180.00/ per month

Reliable financial compliance handled properly

Ideal for:

Sole traders

Early-stage limited companies

Service based businesses

Founders wanting piece of mind around their finances


Includes:

Cloud Bookkeeping (Xero)

VAT Returns (if registered)

Year-end accounts prep

Corporation tax returns (Ltd)

Self-assessment support

Confirmation statement filing

Email support

Director only payroll processing

MOMENTUM

from £500.00/ per month

Offering financial visibility, insight & forward-planning

Ideal for:

Established limited companies

Businesses experiencing growth

Founders wanting more financial insight


Includes everything in Foundation, plus:

Monthly/ Quarterly management accounts

Cashflow forecasting

Profit and margin insights

Director review calls

Dividend & remuneration guidance

Ongoing financial clarity to support decision making

Payroll processing for up to 10 employees

ELEVATE

prices available on request

Strategic financial support for scaling businesses

Ideal for:

Growing teams

Businesses requiring senior financial oversight

Founders wanting strategic financial partnership


Includes:

Board-level financial reporting

Budgeting & forecasting

Scenario planning

Profitability analysis

Systems and process optimisation

Finance function oversight

Finance team training


tailored financial support.

Every business is different, and many clients benefit from a combination of services depending on their stage of growth.

Bespoke combinations of any services from my packages can be arranged depending on your business needs.

Alongside the services included in my packages, I also offer ad hoc financial support including:

  • Standalone self-assessment tax return submissions

  • Cloud accounting software set-up & training (Xero)

  • Making Tax Digital (MTD) set-up & support

  • Limited company formation & company secretarial

  • VAT registration

  • Transition from sole trader to limited company

  • Finance process controls (review & implementation)

  • Financial modelling and forecasting

  • Interim or contract finance support


financial planning for Maternity leave.

Running a business while preparing for maternity leave requires thoughtful financial planning.

I offer dedicated maternity financial planning for both limited company directors and sole traders, helping you prepare financially before, during and after time away from your business.

Available as a standalone service or alongside ongoing financial support.

Prices from £750

Includes:

• Cashflow forecasting around maternity leave
• Salary and dividend planning
• Tax considerations
• Maternity Allowance / SMP guidance
• Scenario modelling


Following our conversation, I’ll recommend the most appropriate service package or a tailored combination of services depending on your business needs. You’ll receive a clear outline of the support included and the associated pricing.

We begin with a short virtual coffee to understand your business, your current financial setup and the support you’re looking for. This helps us determine whether we’re a good fit and what level of support would be most valuable for you.

Once you're ready to proceed, I’ll guide you through a simple onboarding process including engagement documentation, software setup and information gathering. The aim is to make the transition as smooth and stress-free as possible.

From there, you’ll receive structured financial support tailored to your package — whether that’s reliable compliance services, regular financial reporting or strategic financial guidance as your business grows.

how we work together.

  • We begin with a short virtual coffee to understand your business, your current financial setup and the support you’re looking for.

    This helps us determine whether we’re a good fit and what level of support would be most valuable for your business.

  • Following our conversation, I’ll recommend the most appropriate service package or a tailored combination of services depending on your business needs.

    You’ll receive a clear outline of the support included and the associated pricing

  • Once you're ready to proceed, I’ll guide you through a simple onboarding process including engagement documentation, software setup and information gathering.

    The aim is to make the transition as smooth and stress-free as possible.

  • From there, you’ll receive structured financial support tailored to your package — whether that’s reliable compliance services, regular financial reporting or strategic financial guidance as your business grows.


not sure which service is right for you?

Book a discovery call and we can discuss your business and the level of support that would be most valuable.