THE PLAN

GROUP PROGRAM

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.

PLAN.

IMPLEMENT.

GROW.

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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

THE PLAN

GROUP PROGRAM

INVESTMENT

Investment - £997

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THE LOWDOWN

This 22 week course is designed to help you pull together the financial side of a business plan, taking you on a an 11 step journey to prepare the information, so by the time we’re finished you'll be confident about how the different types of financial statements are prepared, how they fit together, and the story they tell as part of your business plan.

To do that, and I’ll be honest, you’ll need some experience of preparing simple income and expenditure accounts. But if you have that foundation in place, there’ll be nothing holding you back.

financial-plan

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.

THE

11 KEY

Elements

What we'll cover

ONE

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)

TWO

WHICH BOOKKEEPING & ADMIN SYSTEMS
• Spreadsheets
• When you need a digital bookkeeping system
• Choices of systems

THREE

HOW TO MINIMISE TAX BILLS BY MAXIMISING ALLOWABLE BUSINESS EXPENSES
• Allowable and disallowable expenses
• Reclaiming personal expenses
• Mileage & use of home as office

FOUR

TAX IS NON-NEGOTIABLE - HOW TO TAKE THE STING OUT OF A
TAX BILL
• 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

FIVE

GET TO GRIPS WITH YOUR PRICING
• Know your worth
• 3 Cs - Customers, Costs, Competition
• How to factor in your time off

SIX

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

SEVEN

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

EIGHT

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

NINE

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!

TEN

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

ELEVEN

THE BUSINESS PLAN - PULLING IT TOGETHER
• Market analysis
• Competitor analysis
• Your ideal clients
• Marketing - the 4 Ps
• Your executive summary and elevator pitch

TANYA ISN’T LIKE ANY OTHER ACCOUNTANT I HAVE EVER MET,

she made me feel comfortable and safe

enough to share my worries, and then talked to me about them in language I understood. She didn’t baffle me with big words, or make me feel like I wasn’t doing things right, she asked me questions and reassured me that there was actually nothing to worry about. Tanya showed me that when we can SEE clearly what is happening, then we can take any action that is needed to fill in the gaps, and start planning for all the BIG things in life that we dream of having.

NIKI KINSELLA

IN THE SHORT TIME THAT I HAVE KNOWN TANYA,

she has honestly changed my life

 more than I could have ever imagined.  I have always had a really poor money mindset, and pretty much just earned what I could and hoped for the best, not ever wanting to look properly at my numbers because they pretty much scared the shizzle out of me. And this made me feel embarrassed. Because as an entrepreneur, I am supposed to know what is going on in my business, because if I don’t, then who will?

NIKI KINSELLA

WITH THE UTMOST PROFESSIONALISM, AND AS

a trusted advisor and confidante,

Tanya has guided and managed all aspects of my business financials and personal returns over the last 13 years. Her approachability, humour and hard work has given me complete peace of mind that everything is under control, which has freed me up to concentrate on my clients and the business. Perfect. 

JANICE HADDON

TANYA’S KINDNESS AND PATIENT APPROACH HAS MEANT THAT

I HAVE ALWAYS FELT SUPPORTED

and no question has ever been a problem.  Tanya’s knowledge and mentoring has been invaluable and I look forward to the future.

SARAH SEMILORE

TANYA HAS BEEN 

LIFE CHANGING 

for me and my business. Tanya recognised very early on that we needed to follow a systematic process of dealing with one section at a time, if not I was going to get overwhelmed (tbh I already was).  We tackled one aspect of my business at a time to then get to a point where we could plan what’s next!

SARAH SEMILORE

I FEEL SO MUCH LIGHTER, AND CONFIDENT AND EVEN

EXCITED ABOUT WHERE I AM GOING

 I know exactly what is happening when, and when clients' payments to me finish so that I know when and what I need to plan. Tanya is SOOOOO much more than just an accountant.  I feel in control of my business for the first time ever, not like I am winging it anymore. Because with Tanya as my Financial Wing Woman, I will NEVER be winging it again.

NIKI KINSELLA

OVER THE LAST 3 YEARS. TANYA HAS

TURNED MY BUSINESS into a streamlined, well functioning venture

where the possibilities are endless. We have more planning to do and I’m so excited for the future and with Tanya by my side I know I will succeed. 

SARAH SEMILORE

WORKING WITH TANYA

 HAS BEEN A DREAM!

Moving accountants could have been a difficult and stressful situation, but Tanya managed me and the process wonderfully and made everything super simple. She is warm, personable, clearly knows her stuff and goes over and above for her clients. I look forward to a long working relationship with Tanya and would highly recommend her to anyone looking for solid and simple accountancy services.

CHARLOTTE WIBBERLEY

THE PLAN

GROUP PROGRAM

INVESTMENT

Investment - £997

PLUS

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.

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EVERYTHING YOU WANT

IS POSSIBLE.

IT’S YOURS FOR THE TAKING.

Now it’s time to get to work.

Let’s do this.