Plan for Success

Business finances can be simple and I love explaining them. 
I do answer people’s specific questions, mostly I boost their entire business with my Plan for Success.

Yes, I help you

  • Make more money (or I’ll refund your fee).
  • Get paid promptly.
  • Understand business finance jargon.
  • Learn simple book-keeping.
  • To use financial tools e.g. a cashflow forecast.
  • Monthly mentoring.
  • Review your business from a fresh perspective.

Making sure clients get paid is one of my passions!! Please see my video under Freebies.


“I have put up my prices and even gain my money up front! Huge progress!!” Marketing Consultant

Plan for Success


Plan for Success is based on my experience of working with 1000’s of business clients.  Being a business adviser by training and not an accountant, it’s practical and in colour!!

I have created one spreadsheet which works for both PC and Apple.  It enables you to plan your year, including all the important elements you need to know when you are in business.

  • Your goals and mission.
  • Your money in, money out and the difference.
  • How many clients you worked with and which products they bought.
  • Key marketing plans for the year.
  • Monthly and Yearly financial totals, including how much tax you are likely to pay.
  • Any money you owe or owed to you.
  • How much money you have taken out of the business.
  • Your bank balances.
  • How your business is doing at a glance!

If it sounds like a lot of work, don’t worry.  It only takes 15 minutes each month to do.

Usually, I create a year in advance for clients by asking the right questions.  Often, there are questions they can’t answer and we work out how to find the information simply and easily.  This process brings the business info focus. It works for start ups and more experienced businesses.

Yes, you will make more money or I will happily refund your fee!!  Cost £300. 

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

Ideal For

Independent Business Owners


Freelancers & Contractors


Start ups



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

Actual ‘hands on’ help. Send me your figures and I will create the basic plan for you.

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 and make money in your business.



Email or call me to book an appointment.

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

You can book from 30 minutes to full day business review.  Plan for Success is 2 hours.

After the session, I send you your Plan for Success or short report and action plan.

Are you qualified? Yes 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.

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 cashflow spreadsheet.  After playing around with them for a while, I thought she could increase her profit margin from 18% to 80% within a year.

I explained my suggestions and she gulped, saying “you will have to help me do it”.  I agreed to business coaching on the condition – no more spending on courses. (Less than half my clients want extra support)

With support and motivation, she was earning a full time income within 3 months, at a profit margin of 75%.

Within 6 months her income had trebled.

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