Build a resilient, profitable business; even in an AI world
If you’re done winging it and are ready to build real financial stability, I’ll help you take control, without the pressure to scale or sell
AI is changing everything fast
What’s coming will test every business.. and most won’t be ready
Financial security isn’t guaranteed, but you can massively improve our chances by building strong financial foundations, with a clear strategy for long-term financial success
The way we need to build, run, and protect our businesses is changing fast.
Financial resilience isn’t a luxury anymore … it’s a survival strategy.
I help business owners get super clear on what they really want for their life and future, then engineer their financials and business on purpose to build their wealth along the way - not relying on an exit one day to make their money.
A business model that can adapt to the AI age
Consistent, predictable profits so you can confidently invest into your pension or investments
Build financial resilience that protects you against the inevitable shocks in life and business
Predictable revenue through consistent marketing and pipeline management
Master key financial skills, build a wealth mind set and rewire any sabotaging financial beliefs and habits
Whether you sell your business or not, you’ll know you’re building your wealth.
You might be here because:
You’re facing big decisions, feeling overwhelmed, worried, stuck, and you know something has to change.
You’re worried about the impact of AI and the economy on your business model and future
You’re running blind, with no clear visibility of your profit, cash or what’s ahead - and scared of making the wrong move
You’re done with the pressure of fast growth, and want a calmer healthier way to run your business and build wealth
You’ve never felt confident with money and want to finally get a grip; personally and in your business.
Or maybe things are going well, but you want more clarity and insight, sharper financial skills, and a smarter strategy to take your business to the next level
You’re ready to get ahead of the curve, build resilience, and make sure your business can thrive, whatever the future brings
Whatever brought you here, we’ll work out what’s really going on, and what to do next
Here’s how I’m helping other business founders
What does working with me look like?
Every client is different. We’ll get to the root of what’s going on.. then fix it. That might mean:
Solving a specific problem, or doing a deep dive on your business
Building a financial strategy for your business and your personal wealth
Quarterly goal setting with accountability and coaching support
Getting more control over future revenue through focused marketing and planning
Building solid financial foundations for growth: the right finance team and accountant, automated systems, and great information that gives you control
Reviewing your business model - and how AI could impact future profits
Getting your personal finances under control and building life-changing financial habits
There are 2 ways we can work together:
Financial transformation coaching
Regular structured coaching built around quarterly strategy setting and your vision for your life and financial security
Read my client stories to find out how I’ve been helping them
Adhoc or project based support
Sometimes you don’t need ongoing support, you just need a fresh pair of eyes and ears to help you work through something. It might be a one off session to make sense of things, or a short project to fix what’s not working, or figure out what’s next.
Maybe you’re facing a big decision.
Maybe you need to rethink your finance function.
Or you’re worried about your business finances, or unsure if your model still stacks up.
I’ll help you get to the heart of what’s really going on, make sense of it, and work out a plan you can actually act on.
You don’t need to have anything figured out. Just bring what’s on your mind.
Adhoc or project based support
A one off session or short project to fix something specific
Financial transformation coaching
This is for business owners who are ready for real change, not just in their numbers, but in their strategy, behaviour, and want to take control of their future.
This isn’t light-touch advice.
This is for you if you’re ready for regular support and structured momentum to finally build a business and life that feels like you, and feels secure.
We’ll have quarterly strategy and goal setting sessions, monthly check-ins, monthly CFO financial reviews, full accountability, and voice note support .
We start with a detailed Discovery exercise, then we’ll get clear on the big picture; the vision for your life and business, to build the financial strategy to get you there:
Sorting your personal and business finances
Tracking your net wealth
Getting the right accountant and finance team in place
Setting up the financial systems, budget, and reports to keep you safe
Build your financial skills, mindset and habits
This is a powerful mix of financial and business coaching, consulting and CFO expertise - whatever it takes to get you the results you want
From £250 to £1,950 per month
This isn't just a business, it's personal
In my early 20’s I went through 3 major financial traumas. It lit a fire in me to help business owners build the calm, lasting security they deserve.
I’ve spent 25 years doing just that, as Chartered Management accountant, CFO financial coach, and business owner myself,
I know how it feels. I’ve lived the hustle culture, burned out chasing fast growth, and carried the pressure of worrying about clients, cash flow, staff and marketing.
I’ve seen too many founders chasing growth, revenue and other vanity metrics, without a clear path to lasting financial security. So I help people like you build financial security, without sacrificing your health or happiness..
Ready to get started?
Whether you know exactly what you need, or you’re still figuring it out, let’s have a chat.
This is a free 30-minute call with me to talk through what’s on your mind. You don’t need to prepare anything, just bring your questions, concerns, or gut instinct and we’ll take it from there
We can see if we’re a good fit and whether I think I can help.
And if not, I’ll always try to point you in the right direction
I’d love to hear from you!
Serena
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