Financial Check In
Would you like some help and accountability to reach your financial goals?
Check in on your finances today.
Get them done, overcome any fears, and learn to love or at least enjoy all the different aspects of finance in business with my monthly Financial Check In.
Feel confident and be up to date with:
- Financial Planning
- And of course, make more money
With my Financial Check In, we start where you are and get ‘hands-on’ with your finances together.
I have been explaining business finance for 20 years and bring all my money coaching and mentoring skills to each Financial Check In session.
“Jenny has empowered me to become friends with money, to respect and actually feel excited by it (truly a turn around!)
It’s enabled me to reduce debt, look at excel spreadsheets without coming out in a cold sweat and enjoy forecasting. I’ve trimmed costs and increased sales by 20%. After one session. This lady is a magical genius!
Claire Davis, Corporate Health & Fitness Consultant
Who my Financial Check In for?
Self-Employed and Autonomo
Create basic book-keeping and learn simple financial planning in one session.
Small Business Owners
I specialise in service businesses e.g. consultants, coaches, therapists.
Business Start ups
Ensure you make money right from your first day in business.
Benefits of Financial Check In?
✔ Know where you are financially, both now and in the future
✔ Understand book-keeping, financial planning, pricing and all things business finance
✔ Build your confidence with money and finances
✔ Spot opportunities to make and save money
✔ Support, motivation and expertise to keep you on track.
What Can We Cover?
Investing In Your Business
Starting Your Business
Working Towards a Mortgage
Money Making Ideas
“Regular Financial Check Ins has enabled me to reach my financial targets, doubled my income,
and is now helping me secure a mortgage for my first home.”
A very happy client – Confidentiality is part of my job
“Jenny has taught me how to make money. My profit margin increased from 18% to 80%. I now understand what a profit margin is!”
Jill Newman, Massage Therapist
I liked the Plan for Success spreadsheet, it made things really simple for me. Instead of focusing on what I couldn't do, Jenny reminded me of easy creative services I had been meaning to promote for a while.
Adele Chretien, Passionate Content Creator & Social Media Helper https://www.yellothere.com/
"Without Jenny, I would be running my business at a loss - she made sure I got my prices right, before I even started my business"
A Freelance Consultant
Imagine Where You Could Be In A Year’s Time, If We Get Started Today?
I have explained financial planning and book-keeping to 1000 people!
I can explain money to you.
Financial Check In’s work best over 3, 6 or 12 months. Then I can help you through all your financial challenges, but one session will make a difference. Pay monthly by Standing Order or Stripe, with Invoices provided for tax purposes.
How It Works?
HOW DOES A FINANCIAL CHECK IN WORK?
- Book and pay for your Financial Check In session via this link.
- Receive your Zoom link by email.
- Send me your finances in any format. (it doesn’t matter if you don’t have them or they are in a state 😉
- During the session, I guide you through business finances and help you make more money.
- Afterwards I send a short summary report or share my colourful Plan for Success spreadsheet.
- Book one session or book monthly for a year?
There is no binding contract with my sessions.
Clients come back because it works for them.
A Single Session
You will be amazed at what we can accomplish together, in one simple session.
What would you like to cover?
Please book via the button below, £99 for an hour, including a short report.
Financial Check In's
We start where you are and get ‘hands-on’ with your finances together.
Feel confident and be up to date every month with:
- Financial Planning
- Making More Money
Book your first session, £99 per month, includes my Plan for Success with 3 or more sessions.
A Year's Support
Transform your business, with all my best tools so you really thrive!
- 1.5 hours 121 help every month
- Includes my Financial Check In and
- Money Coaching to give you money confidence. (worth £350)
- Coaching, mentoring and practical help, on all aspects of your business.
- 12 sessions for the price of 10, at £150 a month, payable monthly.
How would your business look in a year? Find out whether A Year’s Support is right for you in this 30 min free call.
Want to discuss what’s best for you?
Play with your finances and double your income
“Rebecca” brought her husband’s business finances for me to look at.
It was a mess. Rebecca was struggling to understand and manage the business.
I gave her some practical tips to help her.
More interesting was the cashflow forecast, which is part of financial planning. By putting the figures in this format, she could see where to focus and double his income.
“What about you? ” I asked. Thirty minutes later, I had persuaded her to ask for a significant pay rise, with the evidence to back up her request.
I love playing with money and spotting opportunities.
Frequency Asked Questions:
I haven't started my business yet, is financial check in for me?
Yes, definitely. It will help you set your business up profitably saving you time, money lots of pulling your hair out!
Can I try one session?
I encourage starting with one session. One session will make a difference to your money and how you feel about it.
How many sessions?
Most clients book 1-3 sessions to start. Then monthly for on-going support when they are ready to double their income. Please book a free 15 mins conversation if you would like to know how many sessions in advance.
How much is a session?
Each session is £99 for an 1 hour’s support.
Are you qualified?
Yes and insured. I was originally employed by The Prince’s Trust in 2001 after becoming one of their award winning businesses. Then worked as a freelance business mentor with a variety of people and situations. I taught myself business finances as I struggled to understand my accountant and this is why I love explaining finance, particularly to creative people.
What if you can't help me?
That has never happened! I am ethical and experienced, so I would give you your money back.
See More Services
IS IT TIME TO:
1. Earn your living?
2. Feel more confident?
3. Run your business properly?
4. Feel proud of your finances?
5. Buy your dream home?
““I couldn’t look at a bank statement 3 years ago – too terrifying. Now I have a favourite happy spreadsheet, in colour with a cheery font where I note my key numbers, including my bank balance.”.”
“Please share my feedback but please keep me anonymous”