You’re managing your finances yourself — but you’re not completely sure you’re doing it right.
Maybe you’ve built a spreadsheet that’s evolved as your business has grown. Perhaps you’re using Xero but aren
’t sure you’ve set everything up properly. Or maybe your bookkeeping gets done, but you don’t really know whether the information you’re looking at is telling you what you need to know.
You don’t necessarily want to hand everything over to an accountant or bookkeeper. You’d just like someone experienced to look at what you’re doing and tell you:
what’s working well
what could be improved
what you might be missing
what to focus on next
Finance Confidence Review
Get a clear, experienced view of how you're managing your business finances — and practical recommendations for what to improve next.
What I’ll Review
Depending on how you currently manage your finances, I’ll look at:
Your bookkeeping setup — how you record your income and expenses and whether your current approach is working well.
Your Xero or spreadsheet setup — whether it’s structured in a way that gives you useful, reliable information.
Bank and payment records — how you keep track of money coming in and going out and whether anything could be made simpler.
Your regular finance routine — what you’re currently doing weekly, monthly or only occasionally, and where useful checks may be missing.
How you understand your numbers — whether your current setup helps you see how the business is performing, rather than simply keeping records.
Any particular areas you’re unsure about — so I can focus the review on the things that are causing you the most uncertainty.
This isn’t an audit or a line-by-line check of every transaction. It’s an experienced review of the way you’re managing your finances, designed to identify what’s working, what could be improved and what you should focus on next.
How it works
Everything is handled asynchronously — there’s no need to book a call or find time in your diary.
1. Book your review
Purchase your Finance Confidence Review online and answer a few short questions about your business and how you currently manage your finances.
2. Send me what I need
I’ll email you with simple instructions for securely providing the information I need to complete your review. Depending on your setup, this might include access to Xero, your finance spreadsheet or relevant reports and records.
3. I review everything
I’ll work through your current setup, looking at how you manage your finances and the particular areas you’ve asked me to focus on.
4. Receive your Finance Confidence Report
Your Finance Confidence Review doesn’t end the moment I send your report.
Once you’ve had time to read through it, you’re welcome to come back to me with any questions about my findings or recommendations. I want you to understand why I’ve recommended something, not simply give you a list of things to do.
Follow-up questions relating to your review are included in the price.
If something comes up that falls outside the scope of your review or needs additional work, I’ll always let you know before doing anything chargeable.
5. Ask your follow-up questions
After you've had time to go through your review, you'll have the opportunity to come back to me with questions about my recommendations.
No discovery calls. No Zoom meetings. No trying to find a mutually convenient hour in the diary. You can send me what I need in your own time, and you'll have my recommendations to refer back to whenever you need them.
What I’ll Review
Depending on how you currently manage your finances, I’ll look at:
Your bookkeeping setup — how you record your income and expenses and whether your current approach is working well.
Your Xero or spreadsheet setup — whether it’s structured in a way that gives you useful, reliable information.
Bank and payment records — how you keep track of money coming in and going out and whether anything could be made simpler.
Your regular finance routine — what you’re currently doing weekly, monthly or only occasionally, and where useful checks may be missing.
How you understand your numbers — whether your current setup helps you see how the business is performing, rather than simply keeping records.
Any particular areas you’re unsure about — so I can focus the review on the things that are causing you the most uncertainty.
This isn’t an audit or a line-by-line check of every transaction. It’s an experienced review of the way you’re managing your finances, designed to identify what’s working, what could be improved and what you should focus on next.
How it works
Everything is handled asynchronously — there’s no need to book a call or find time in your diary.
1. Book your review
Purchase your Finance Confidence Review online and answer a few short questions about your business and how you currently manage your finances.
2. Send me what I need
I’ll email you with simple instructions for securely providing the information I need to complete your review. Depending on your setup, this might include access to Xero, your finance spreadsheet or relevant reports and records.
3. I review everything
I’ll work through your current setup, looking at how you manage your finances and the particular areas you’ve asked me to focus on.
4. Receive your Finance Confidence Report
Your Finance Confidence Review doesn’t end the moment I send your report.
Once you’ve had time to read through it, you’re welcome to come back to me with any questions about my findings or recommendations. I want you to understand why I’ve recommended something, not simply give you a list of things to do.
Follow-up questions relating to your review are included in the price.
If something comes up that falls outside the scope of your review or needs additional work, I’ll always let you know before doing anything chargeable.
5. Ask your follow-up questions
After you've had time to go through your review, you'll have the opportunity to come back to me with questions about my recommendations.
No discovery calls. No Zoom meetings. No trying to find a mutually convenient hour in the diary. You can send me what I need in your own time, and you'll have my recommendations to refer back to whenever you need them.
A personalised review of how you’re currently managing your business finances, designed to help you understand what’s working, what could be improved and what to focus on next.
I’ll review your current setup, identify any gaps or areas that could be simplified, and give you clear, practical recommendations to help you feel more organised, confident and in control.
Perfect if you manage your own finances using Xero or spreadsheets and would like an experienced finance professional to look over what you’re doing.
Popular
2025
New York
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“Communication was top-notch and the final outcome was even better than we imagined. A great experience all around.”
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