ACCOUNTANTS AND BUSINESS ADVISERS FOR
DYNAMIC MULTI 6-7 FIGURE BUSINESSES
Looking To Pay Less Tax, Make More Money And Free Up More Time!
WITHOUT THE STRESS OR OVERWHELM
YOUR VIRTUAL FINANCE TEAM
At a fraction of the cost of hiring an in-house team.
Are you a coach, consultant, online entrepreneur or professional services business looking for a reliable, trustworthy, effective accountant who is genuinely committed the profitable growth of your business?
We help ambitious, dynamic owner-managed businesses to reach their business and personal goals.
We are a ‘family first’ business truly invested in seeing our clients win – creating more profit, freeing up more of your time, taking the stress out of your finances and helping you take home more money – so you can do more of what you want with the people you love.
COACHES & CONSULTANTS
ONLINE ENTREPRENEURS
PROFESSIONAL SERVICES
ACCOUNTANTS FOR YOU IF YOU ARE:
Ambitious, dynamic and determined to succeed.
Looking to scale your business and bring in a finance team that will give you the support, advice and financial management that you need to scale efficiently and profitably.
Looking for real-time management reporting so you can confidently make informed decisions.
We work with coaches, consultants, online entrepreneur or professional services business at 6-7 figures and help them scale:
6 FIGURE BUSINESS
MULTI 6 FIGURE BUSINESS
7 FIGURE BUSINESS
MULTI 6-7 FIGURE ADHD-E BUSINESS
Quite a few of our clients have ADHD and whilst they are brilliant at creating money, they have often struggled to manage it or keep it – so we created an adhd-e service to work with their strengths:
Simplified finance packs – some prefer numbers, some prefer visuals. Spend tracking is essential for any business owner but specifically for the ADHD-E.
Profit First and cash waterfalling to help simplify money management. When cash is automatically directed to a different bank account then it is harder to over spend!! Every pound has a specific purpose.
Simplified tax planning – monthly ringfencing of VAT and Corporation Tax so you know what to put aside monthly.
Clear Financial Goals and allocating cash pots for specific purposes to help manage impulsive spending – training, travel, business development etc.
Simplified budgeting helps when appropriate. Some ADHD-Eers respond well to spend ‘targets’ rather than budgets. Some don’t. We figure out what works for you.
Monthly or quarterly management meetings – ESSENTIAL to understand what is profitable and what is not – so we can do more of the first and less of the second!
Understanding financial goals for next 90 days so we can tailor the above to help clients achieve their goals and we potentially can adapt the reporting to fit
OTHER WAYS TO WORK WITH US
You don’t have to be an accounting client to work with us:
CONSULTANCY SERVICES
Specialist Consulting to Help Resolve Your Management Accounting and Xero Questions
PROFIT PROGRAMME
6 month programme to help you achieve £10k+ take-home each month, quickly and efficiently
PROFIT SCHOOL
Monthly membership for entrepreneurs who want to take £5k+ home per month
Some OF ouR proUDEST client RESULts
Some OF ouR FAVOURITE TOOLS
FREE CALCULATORS
Here are three ways to help you create more profit or keep more of your hard earned cash:
Calculate the TAX FREE work from home allowance that you can claim from your business.
Work out what you need to charge to build a profitable business!
COMING SOON!
WHAT OUR WONDERFUL CLIENTS SAY ABOUT US
meet your profit pros
Chief Cloud Accountant
Lisa Dickson
“The Profitologist”
We love what we do, we expect you do too. My job is to help you find more time to do what you love, create more profit and take home more pay. Helping you achieve your goals at an affordable price.
Sales & Strategy
Paul Dickson
“The Player”
I love golf and do a lot of my networking on the golf course! A not so silent partner, disruptor and challenger – pull up a chair and tell me about your business!
Cloud Accountant
Nicky Carter
“The Number Cruncher”
I help you know your numbers! I prepare the management accounts and business reviews so you can understand how your business is performing and what your numbers are trying to tell you.
Cloud Bookkeeper
Tom Quick
“The Collector”
I collect paperwork, data and cash! I do your bookkeeping, reconciliation and credit control. I love hunting down all your missing transactions and getting your overdue customers to pay.
Cloud Accountant
Emily Drewery
“The Completer”
I keep you compliant! I prepare your annual accounts and tax returns making sure we maximise profit but minimize business and personal tax whilst meeting all of your statutory deadlines.
Love and Hugs Provider
Koda and Gruff
“The Boyz”
Providers of love, hugs and kisses. We make sure everyone is feeling happy and stress free. We love meeting new people and are generally quite excitable. We like to run off with your shoes and help you eat your lunch!
Let’s TALK!
For a free no-obligation 20-minute discovery call – click on the link below.
This will take you directly to my calendar so you can book a call at a time that suits you.
