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PACKAGES DESIGNED FOR THOSE WHO WANT TO GET A HANDLE ON THEIR FINANCES
Solutions for Individuals and Businesses

ONE OFF CASHFLOW POWER SESSION
Review your cashflow every quarter with us
Work with us to understand your cashflow.
In this package:
A 90-minute 1:1 cash flow forecasting session.
We will prepare a tailored 12-18 month cash flow forecasting spreadsheet for your business.
Including graphics so that you can visualise your cash flow.
Keep the spreadsheet and use it to grow with you and change as you need it.
The cash flow incorporates sales forecasting, fixed costs, variable costs and tax planning.
Top tips for cash flow forecasting to help you move forward.
One off session for £250

CASHFLOW FOR GROWTH
Are you a sole looking to get a handle on cash flow with the aim to grow?
Work with us to understand your cash flow. Stop running your business from a bank statement and start taking hold of where the money is going and how you can reduce expenditure and grow a reserve.
Support from £99 per month

FORECAST FOCUS
Work with us to look at your business forecast and use this to get you where you want to be.
We will give you the tools to anchor your cashflow and the project forward to move the business towards your goals.
Forecast for changes, look at the income needed to take on more staff or to give you the level of income that you really want.
Support from £149 per month
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POWERFUL PLANNING
Plan for a profitable future
Work with us to produce a budget, which we then measure the cash flow against and use to forecast growth.
Three powerful documents:
Cash flow
Forecast
Budget
We will set these documents up for your business and then work with you to understand how these three tools will drive your business forward.
Have monthly accountability meetings with your dedicated account manager to check progress against the budget.
Get in touch to discuss your bespoke package.