Take control of your business. Build real financial security

I help small business owners build calm, lasting financial success, without the pressure to scale fast, having to sell their business, or burning out.

If you're feeling stressed and uncertain, worried that your finances or business model aren’t giving you the security you need, you're not alone.

Maybe you’re done with the pressure to scale and want a calmer, more joyful way to build your financial security.

Or maybe you're tired of trying to work it all out in your head and making decisions on gut feeling, with no one to talk it through with.

You’re looking for someone who gets it and can help you see clearly, take control, and find a way forward that works - for you.   

That’s exactly what I do.

You might be here because:

  • You’re facing big decisions and want another perspective to work out your next move

  • You’re overwhelmed, worried, stuck, or just not loving your business anymore; and you know something has to change.

  • You’re worried about the impact of AI and the economy on your business model 

  • 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 outgrown the DIY approach and are ready for proper financial strategy and structure

  • You’ve never felt confident with money and want to finally get a grip;  personally and in your business.

Whatever brought you here, we’ll work out what’s really going on, and what to do next.

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

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..

There are 2 ways we can work together:

Financial coaching

Regular structured coaching built around quarterly strategy setting and your vision for your life and financial security

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 coaching

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

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! Book your call here

Serena

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