You’ve put in the hours and successfully built your business - you’ve added the systems and people you need to scale up, what you don’t have yet is that person who you can talk, plan and strategise all things money with.
You have big plans but don’t feel supported when it comes to the money side.
Your financial systems probably haven’t had the same TLC as your email sequences and landing pages - financial management still feels like something you have to do rather than something that supports you.
You may have an accountant but you probably wouldn’t ring them to talk about your exciting expansion plans or when you are freaking out about something on a Tuesday afternoon.
If you are honest some of the stuff around money, tax and accounts still scares the bejesus out of you but it looks like all your peers have it sorted so you don’t know who to ask.
Having me on your team will provide you with confidence, surety, focus and stability.
How would you like someone that can:
Be the finance person on your team
Have your back for all things money
Work with your accountant - or find you a great one
Communicate with and support your team
Streamline your systems - make them work for you
Create alignment for your personal values and your business finance
Be your sounding board for all things money
Talk strategy and facilitate planning
What I can do for you:
Confidence - you can talk to me about anything - nothing is too big and scary or too small and simple. If you are freaking out you can literally just message me and we’ll talk it through.
Clarity - I’ll listen to your plans and ask questions to help you get clear on where you are going, making sure that your plans align with your goals.
Balance - I’ll remind you that business is a balance between what you want for yourself, your customers and your life.
Knowledge - I have built and sold a six figure business, employed six people, worked on collaborations, implemented price increases, made people redundant, learnt how to communicate effectively with a business partner. When its appropriate I can share this with you saving you time, energy and mistakes.
Surety - I’ve got your back - Need a new accountant? We can figure that out and get you one that’s on board with your plans. Want a bigger house and need a new mortgage? Let’s make a plan.
Understand your numbers and what they mean for your business - what do they say to the outside world, to investors, mortgage advisors and lenders and do you need to care?
Alignment - I understand how important it is to align your money with your personal values and your life. This alignment will be at the core of everything we do.
Systems - Are you using systems to help you, are they actually helping? Is there anything that would make your life easier?
Tax - I’ll be honest I try to stay out of this one as I’ve chosen not to keep studying it - that said my wealth of experience means I can point you in the right direction and help you make informed decisions - or find an expert.
How am I qualified to help?
I was an accountant for 17 years - 14 of those as a Chartered Accountant registered with the ICAEW.
I ran my own accountancy practice Bainbridge Lewis Limited for 8 years employing 5 people and working with hundreds of small businesses with turnovers from £50k to £3m.
I understand that our thoughts, beliefs and emotions around money can get in the way just as much as the practical stuff. I’ve been working on mine for years.
I’m also building my own business to fit around the lifestyle I’ve been creating over the last few years so I understand why getting that right is important.
ABOUT YOU
You’ve successfully grown a six figure business but something seems to be getting in the way of growing more.
You have someone on your team to cover the day-to-day bookkeeping and to deal with the tech side of things. You have an accountant. (or are ready to find a great one)
What you are looking for is someone that’s got your back, got your best interests at heart that can support you around the money.
WHAT DOES IT LOOK LIKE?
✅ You’ll have Voxer access to me Monday to Friday between 10 and 4 pm (except holidays and August when I don’t work at all - but I’ll let you know) - Chances are I’ll answer outside of these times but I won’t promise it.
✅ An optional monthly virtual meeting to catch up and discuss anything money - anything that you need to get unstuck on.
YOUR INVESTMENT
Minimum £500 per month depending on the size of your business (VAT inclusive) - 6 month minimum term.
WHAT NEXT
I have 2 spots available at the moment to work with me as a your Personal Money Expert. I only work with a few people at a time so that I can focus in on getting to know you and your business.
If you are interested and know that you are in the right space to commit, schedule a 30 minute discovery call with me below: