Ad Hoc or Integrated Services
No two people or businesses are exactly the same or have exactly the same requirements. With that in mind, you have the option of Ad Hoc Support or a choice of Integrated Services. Also check out the Online Courses Studio
Ad Hoc Services
I work with only a select number of clients each year; so for further details about the Integrated Services please book a Quick Chat first.
Choosing one of the packages below is not dependent on where you are now. They are based on what you want to achieve and how involved you want to be in the process. Integrated Services has three levels, starting with the flagship package:
Chairman of the Board (COB) – The Leader Package
Done for You | Strategic This is for the business owner or entrepreneur who wants to concentrate on strategy and business building. You want to take yourself out of the day to day details that don't directly bring in money or customers. You don't have the time or inclination to build and maintain your own financial systems. The more you can get off your plate the better. Your aim is to spend more time working on your business rather than in it. You want more than just a money blueprint created for you. You also want a person, team or advisers that will actually help you bring your plans to life. You have big ideas and goals for your business and your life. You need to know that your are headed in the right direction. You are a leader at heart, and that is how you intend to stay.
Chief Executive Office (CEO) – The Manager Package
Done with You | Advisory You want the same results as the Chairman of the Board but you plan to be more hands on. You want to oversee things without becoming too involved in the daily tasks. You may even have a team, but despite that, you still feel as if your business is controlling you. No matter how you approach your finances, your life is not getting any easier. You don't have a smooth flow between your day to day business activities and your money. You need someone to take you by the hand and walk you through the steps you need to take to get your business money, and systems sorted out and purring. Together we create your plan and start building the foundations that support your business, and your personal finance needs.
Managing Director (MD) – The Implementer Package
Done by You | Essentials You are a budding entrepreneur. The owner of a small limited company or self-employed. For now, you would prefer to handle the setup and maintenance of your business finances yourself. You are not sure if you are ready to hand over your day to day accounts and systems to somebody else yet. However you know you are not protecting yourself or your money as well as you could.
You may be on the threshold, or recently registered for VAT. You anticipate paying business tax and possibly personal tax, but fear you don't have things in place to make sure you are prepared. You want guidance on how to set up and run your money in a way that supports your business and does not leave you short in your personal life. Plus you often feel very alone because you can't seem to attract the type of adviser you need because you are not “big enough” yet. The problem is you are just about, or soon will be, making enough money to cause you to worry. Together we create your plan and start building the foundations that support your business and your personal money.
Not Sure Where to Start?
I know how you feel. There is a good chance that I will be able to relate to whatever it is that you need to sort out. And if I can't, (I am not the Oracle you know), there is usually someone in my team; or someone I can refer you to that will have the answers you are looking for. So Let's talk