IF YOU WANT
YOUR ULTIMATE SUCCESS, YOU NEED THE PLAN.
From understanding how to be organized around your business finances, to taking control of the financial side of what you do, this group program is here to help you future proof your business.
It’s an investment in your future, with a clear blueprint for what’s next, so you can feel confident and secure, with strong financial foundations for success.
With the right plan,
ANYTHING IS POSSIBLE
The Plan is designed to give you everything you need to know to feel empowered and ready to drive business growth. That means at the end of the program, you’ll...
• Be confident and in control of your business finances of your business to minimise risk, or the impact of surprises and cash flow hiccups
• Understand the importance of forward-facing business planning and how to do it in practical terms from historical information, alongside ongoing developments
• Feel ready to make fast-paced decisions, be more proactive to industry changes and take advantage of opportunities as they arise.
And on top of that, you’ll have the belief and knowledge you need to take the next step without stress or that nagging feeling of not being in control. This is your time to not only experience the success you’ve always wanted, but to be
AS WE WORK
THROUGH THE COURSE, EVERY FORTNIGHT I’LL BRING YOU A NEW, LIVE TRAINING SESSION ON ZOOM, FOLLOWED BY A LIVE Q&A 7 DAYS LATER BETWEEN THE TRAINING SESSIONS TO ENSURE YOU HAVE THE CHANCE TO ASK ANY QUESTIONS AND GIVE YOU THE TIME TO PUT THE WORK INTO PRACTICE.
You’ll also get access to my toolkit of spreadsheets, which you can adapt to suit your business, and also a workbook to go with each session.
What we'll cover
WHICH BUSINESS VEHICLE SHOULD I CHOOSE?
• Pros and cons of being a sole trader
• Pros and cons of being a limited company
• How to choose between the two
• A little bit on incorporating an existing business (i.e. From sole trader to limited company)
WHICH BOOKKEEPING & ADMIN SYSTEMS
• When you need a digital bookkeeping system
• Choices of systems
HOW TO MINIMISE TAX BILLS BY MAXIMISING ALLOWABLE BUSINESS EXPENSES
• Allowable and disallowable expenses
• Reclaiming personal expenses
• Mileage & use of home as office
TAX IS NON-NEGOTIABLE - HOW TO TAKE THE STING OUT OF A
• Understanding your liability
• How a liability is calculated - impact of income slicing
• Tax deducted and source and payments on account
• How to plan 18 months ahead
GET TO GRIPS WITH YOUR PRICING
• Know your worth
• 3 Cs - Customers, Costs, Competition
• How to factor in your time off
VAT: TO REGISTER OR NOT TO REGISTER
• How to know when you can
• How to establish when you should
• How to know when you don't have a choice
PROFITABILITY - WHERE’S THE MONEY AT?
• Understanding margins
• What makes you money
• What drains your resources
• What impacts your bottom line and how you can improve it
CASH IS KING - UNDERSTANDING THE DIFFERENT BETWEEN CASH AND PROFIT
• How to create a cashflow forecast
• How to take a forecast to the bank for debt financing
• Understanding the covenants
• Affordability and credit scoring
HOW TO PREPARE A BUDGET THAT IMPROVES IN ACCURACY YEAR ON YEAR
• Profit and loss accounts - the starting point
• Making use of management accounts
• The importance of annual and quarterly budgets
• Review, review, review!
HOW TO GET PAID - NON-NEGOTIABLE CREDIT CONTROL
• Procedures and paperwork
• How to factor these into the budgets/cashflow
• The importance of good customer service
THE BUSINESS PLAN - PULLING IT TOGETHER
• Market analysis
• Competitor analysis
• Your ideal clients
• Marketing - the 4 Ps
• Your executive summary and elevator pitch
EXCLUSIVE FACEBOOK GROUP ACCESS...
On top of the course, the live Q&A’s and my toolkit of resources, everyone who’s part of The Plan also gets access to the program Facebook group for the full 8 months.
It’s your space to ask questions, share progress, motivate each other and stay accountable, alongside regular posts from me, and bonus training sessions based on what you need.
You’ll be supported by an incredible group of women, just like you, boosting your network and enabling you to achieve your goals together.
EVERYTHING YOU WANT
IT’S YOURS FOR THE TAKING.
Now it’s time to get to work.
Let’s do this.