Our Services
Undercharging is one of the most common — and most costly — mistakes small business owners make. If you've ever felt uncomfortable talking about money, quoted a rate that felt too low, or wondered if you're leaving money on the table, this workbook is for you.
Pricing Your Services walks you through a structured process to calculate a rate that covers all your costs, pays you properly, and positions you confidently in your market. By the end, you'll have a clear, justified price — and the confidence to stand behind it.
WHAT'S INCLUDED:
• True hourly cost calculator (including unbillable time)
• Overhead and business cost calculator
• Market positioning framework
• Package and retainer pricing templates
• Pricing confidence exercise to overcome imposter syndrome
• Worked examples throughout
WHO IT'S FOR:
Service-based business owners who are ready to charge what they're worth and stop leaving money on the table.
Consistency is what separates businesses that grow steadily from those that lurch from month to month. And consistency starts with reflection. This monthly reset planner gives you a simple but genuinely powerful routine to close each month intentionally and open the next one with clarity.
It takes 30 minutes. It makes a real difference. It includes a mindset check-in too — because how you're doing matters as much as what you're doing.
WHAT'S INCLUDED:
• Monthly wins and lessons reflection prompts
• Revenue review and goal check-in section
• Top 5 priorities for the month ahead
• Mindset and wellbeing check-in
• Available as a printable PDF and digital editable version
WHO IT'S FOR:
Business owners who want to end every month with intention and start the next one with momentum.
When did you last properly step back and assess your business? Not just your revenue — but how you're actually operating. Most founders are so busy working in the business that they never get the chance to work on it. This workbook changes that.
In a focused half-day session, you'll audit every major area of your business: your operations, your time, your tools, your client experience and your revenue. You'll leave with a clear picture and a prioritised action plan.
WHAT'S INCLUDED:
• Operations audit (tools, processes and workflows)
• Time audit (where your hours are really going)
• Revenue and profitability review
• Client experience assessment
• Prioritised action plan template
• Designed to be revisited every 6–12 months
WHO IT'S FOR:
Business owners at any stage who want honest clarity on where their business is, and a structured plan for what to improve.
Your onboarding process is the moment a new client finds out what it's really like to work with you. Get it right and they'll feel confident, cared for and excited. Get it wrong — or have no process at all — and you've already made the relationship harder than it needs to be.
This template pack gives you a complete, professional onboarding system that you can set up once and use forever.
WHAT'S INCLUDED:
• Welcome email template (warm, professional, on-brand)
• Client onboarding questionnaire
• Contract review checklist
• First session or first week agenda template
• Fully editable in Canva, Word and Google Docs
WHO IT'S FOR:
Service-based business owners who want to give every new client a consistently excellent first experience.
If you're the bottleneck in your own business — if nothing happens without you, and you can never truly switch off — it's a systems problem. The good news is that fixing it doesn't require expensive software or a big team. It just requires knowing where to start.
This guide shows you exactly how to build a simple operations system for your business using free and low-cost tools. By the end, you'll have a digital home for your business, clear processes for your most common tasks, and the foundation to delegate and grow.
WHAT'S INCLUDED:
• Step-by-step guide to setting up Notion, Google Workspace and Trello
• Tool comparison guide (what to use for what)
• How to create your business operations hub
• Time-saving automation ideas
• Business Systems Audit Checklist
WHO IT'S FOR:
Small business owners who feel overwhelmed by their own business and want to build structure without overcomplicating things.
Most business owners only look closely at their finances when something goes wrong. By then, it's often more stressful and more expensive to fix. A regular financial health check changes that.
This toolkit gives you a structured framework to review your business finances every quarter — covering cash flow, profitability, outstanding debts, savings and forward projections. Think of it as your business's quarterly MOT: quick to run, genuinely useful, and something you'll actually look forward to.
WHAT'S INCLUDED:
• Quarterly audit checklist
• Cash flow review template
• Profit and loss snapshot
• Debt and savings tracker
• Key financial metrics dashboard
• 12-month financial overview planner
WHO IT'S FOR:
Small business owners who want to stay on top of their finances proactively — not reactively.
Late invoices and forgotten expenses are silently costing your business — and you might not even realise how much. Whether you're just starting out or juggling multiple clients, keeping on top of your income and outgoings is non-negotiable.
This Invoice & Expenses Tracker is your simple, no-fuss solution. Everything in one spreadsheet — what you've invoiced, what you've been paid, and what you've spent — so you always know exactly where your business stands.
WHAT'S INCLUDED:
• Invoice tracker with sent, paid and outstanding columns
• Expense log with category and VAT columns
• Monthly summary dashboard
• Annual totals view
• Simple instructions to get started in minutes
WHO IT'S FOR:
Freelancers and small business owners who want a straightforward way to track income and expenses without complex accounting software.
The Profit First method has transformed the finances of thousands of small businesses. By flipping the traditional formula on its head. Instead of Revenue – Expenses = Profit, you allocate profit first, then manage your expenses from what's left.
It sounds simple. It is simple. But most business owners never implement it because they don't know where to start. This tracker removes every barrier and gives you a clear, immediately usable system.
WHAT'S INCLUDED:
• Pre-built Profit First allocation spreadsheet
• Guidance on setting your starting percentages
• Monthly income allocation dashboard
• Four-account tracker (profit, owner's pay, tax, operating expenses)
• Step-by-step setup instructions in plain English
WHO IT'S FOR:
Small business owners who want to pay themselves consistently, build a profit habit, and stop feeling like all their revenue disappears into expenses.
You started your business to do what you love — not to stress about spreadsheets. But without a clear picture of your finances, it's impossible to make confident decisions, plan for growth, or pay yourself properly.
This Small Business Budget Planner is the financial clarity tool every founder needs. It's designed to be simple enough to use from day one, but comprehensive enough to grow with your business. Fill in your numbers, and let the pre-built formulas do the rest.
Available in both Excel and Google Sheets — no additional software required.
WHAT'S INCLUDED:
• Monthly budget tracker with pre-built formulas
• Annual overview dashboard
• Cash flow projection tab — see potential shortfalls before they happen
• Profit margin calculator
• Simple setup instructions and a short video walkthrough
WHO IT'S FOR:
Self-employed founders, freelancers and small business owners who want to understand and manage their finances with confidence — without needing an accountant for the basics.
Standard Operating Procedures aren't just for big businesses. They're the thing that lets you stop doing everything yourself, onboard team members without spending days explaining things, and maintain quality even when you're not involved in every task.
This pack of 10 editable SOP templates covers the most common repeatable tasks in a small service-based business. Each template is clear, practical and ready to customise in under 30 minutes.
WHAT'S INCLUDED:
• 10 SOP templates covering: client onboarding, invoice sending, social media posting, email inbox management, content creation, new enquiry handling, contractor briefing, monthly reporting, file management and offboarding
• Canva and Word-compatible formats
• Customisation instructions for each template
• How to get your team or VA to actually use SOPs (bonus guide)
WHO IT'S FOR:
Small business owners who are ready to document their processes and start delegating — or who simply want to stop reinventing the wheel every week.
Tax season doesn't have to mean panic. The problem for most small business owners isn't the tax itself — it's not knowing what they need, when they need it, and what they can claim. This checklist fixes all three.
Working through it takes less than an hour. By the end, you'll have everything organised, every allowable expense identified, and a clear sense of what you owe — before you even open HMRC's portal.
WHAT'S INCLUDED:
• Complete Self Assessment preparation checklist
• Allowable expenses guide for UK small businesses
• HMRC key deadlines calendar
• Document retention guide (what to keep and for how long)
• Space to record your figures as you work through it
WHO IT'S FOR:
Self-employed individuals and small business owners preparing for UK Self Assessment — especially those doing it themselves for the first time or wanting a more organised process.
The difference between business owners who feel overwhelmed and those who feel in control often comes down to one simple thing: a weekly planning ritual. Not hours of strategy sessions — just 20 to 30 minutes at the start of each week to get clear on what matters most.
This planning dashboard gives you that structure. It's clean, fast and genuinely useful — not something you'll fill in once and abandon.
WHAT'S INCLUDED:
• Weekly priority planner (your top 3 non-negotiables)
• KPI tracker for your most important business metrics
• Daily focus block planner
• Weekly review and reflection template
• Available in both Notion and Google Sheets
WHO IT'S FOR:
Business owners who want to feel more in control of their week and less reactive to whatever comes in through their inbox.