Plan for Success

Take your business to the next level and enjoy making money.

Plan for Success

My ‘Plan for Success’ is one small spreadsheet, which enables you to literally plan for financial success.  It shows you everything you need to know about your business at a glance.  Usually, clients and I create them together in a couple of hours.

The act of creating it focuses your mind and highlights areas to make and save money – it will transform your business.

It is result of working with 1000’s of business clients over the last 20 years.  Being an entrepreneur myself and a business adviser by training – not an accountant –  I make it practical, fun and in colour.

Based on a casfhlow forecast, I have created one google sheet, which works for both PC and Apple users.  It enables you to review and plan your year, including all the important elements, to make money and keep you on top of and in control of your business.

Playing with your figures, always highlights hidden income!!

This process brings the key business information into focus and prevents lots of worrying.

My Plan for Success shows you all of the following:

  • How your business is doing financially – at a glance
  • Your goals and mission.
  • Key marketing plans for the year.
  • How many clients or products purchased.
  • Your money in, money out and the difference.
  • Any money you owe or is owed to you.
  • How much money you have taken out of the business.
  • Monthly and yearly financial totals including net profit %
  • Likely tax and national insurance bills
  • Your bank balances.

It is beautifully designed to show all the important info on one screen – no more lengthy scrolling or multiple tabs to see your numbers.

If it sounds like a lot of work – it isn’t.  I co-create the initial spreadsheet with you and it only takes 20 minutes a month to update.

During the process we come up with innovative ways together, to make massively more money.  About half my clients are excited and happy to use them without any further help. The other half want mentoring sessions to support them meet their goals, as they know they will make more money with my help.


It works for both start ups and more established businesses.

Yes, you will make more money or I will happily refund your fee!! Most clients double their income.  Price £300. 

Call or message me to discuss whether a Plan for Success is right for you.

Plan for Success Case Study


Business Finances


“Either I make my business work properly this year or I give up” said a potential client who had been working part-time for years.

Unusually, she emailed me her figures.  I re-created them in my Plan for Success spreadsheet.  After playing around with them for a while, I thought she could increase her profit margin from 18% to 80% within a year and massively grow her business.

I explained my suggestions to increase her business sales from £500 to £3,000 a month.  She gulped, saying “you will have to help me do it”.  I agreed to give her monthly coaching and mentoring sessions for accountability, motivation and business solutions.

With this support , she doubled her income and was earning over a £1,000 within 3 months, at a profit margin of 75%.

Within 6 months her income had trebled.  

A year later:  Her earnings are £2,800 a month, with a profit margin of 78% and still growing – now without my help. 

Ideal For

Independent Business Owners


Freelancers & Contractors


Start ups

I particularly welcome clients who participate in personal development and/or lack confidence with finances.


More Money!!

Understanding, confidence and lots of ‘ah ha’ moments.

Actual ‘hands on’ help. Send me your figures and I will create the plan for you, then we can spend the time discussing how to make/save money.

A fresh perspective on business finances which is totally confidential.

I mix and match coaching, mentoring, business advice and personal development.

Includes a one page summary report. Analysing your situation, what we discussed and your action plan.

Designed specifically for you to enjoy the business side of making money in your business.



Email or call me to book an appointment.

Appointments are by phone, video chat or occasionally in person.

Plan for Success is 2 hour session with a follow up call and some pre/post work .

Includes your Plan for Success spreadsheet and a short report including an action plan.

I am qualified and insured.  I started business advising with the Prince’s Trust in 2001. See LinkedIn for the highlights.

I will refund your money if I can’t help.

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