Welcome Profit Planner!

Your business is up and running and you are doing it. Your business journey is underway and you are starting to make sales! Perhaps you have a little money coming in, perhaps is it starting to come in consistently. But you want to be making more sales!

Annette Ferguson Chartered Accountants and Bookkeepers/Profit First Professionals


IT'S TIME TO GROW YOUR BUSINESS.

You want to be making the impact you dreamt of making (the reason you started your business right?) you want to be building a community and delivering them massive value!

But being a new business you have so much to think about, so many things to set-up, create, explore, and learn. But numbers and keeping the tax man (or woman) happy should not be one of them. 

Let’s face it…numbers and stats are incredibly tedious. 

I recently came across a stat that says 90% of businesses fail within the first 3 years, because they ran out of cash! Why? Because no one is keeping and eye on numbers! That’s why we work shoulder to shoulder with our clients – we worry about the numbers, the forecasting, the cashflow etc. so you don’t need too!

In the last few months alone we have guided our newbie clients to achieve:

£100k a year to £100k months

Make sure they are making a profit from day one of revenue generation

Work out how much they have to spend on Facebook Adverts without going bust in the process

Price their new program so that it delivers them money now, but not only that, so that it still works as they grow and take on team members

I am not a marketer. 

We don’t get these types of results from branding or fancy websites.

I am a Chartered Accountant.  

We help new entrepreneurs set up their financial systems to make a profit from the beginning and develop solid financial habits through our proven Business Wealth Engine (BWE)…and of course, as with any great finance function, we make sure you are kept legal with the tax man too.

We give you the tools you need to implement our systems and strategies without them costing you the price of an FD!

We help you plug our proven system, the Business Wealth Engine into your business.

This is what we do with our Profit Planner clients.

We work very closely with your business to help you really get the data to work for you and help you understand how to analyse it so that you are taking home money from your business without impeding its growth potential.

 Who our Profit Planner clients are:

New business owners (under 6 figure annual sales).
Online business entrepreneurs (coaches, consultants, trainers, change-makers, thought leaders, authors, etc)
UK based.

Here are some super cool features we have as standard, to help your business grow!

WHICH MEANS YOU GET TO TAKE HOME MORE MONEY FROM YOUR BUSINESS WHILE PLUGGING MONEY LEAKS!

WHICH MEANS WE ARE STANDING WITH YOU SHOULDER TO SHOULDER, STANDING IN THE SAME DIRECTION AS YOU – FORWARD! I’M HERE TO HELP YOU ACHIEVE YOUR DESIRED GOALS!

STUFF WAIT TIMES. 
YOU’LL GET YOUR OWN DESIGNATED SLACK CHANNEL WITH US!

.YOU SHOULDN’T BE HANGING AROUND FOR 2 WEEKS FOR AN ANSWER FROM YOUR ACCOUNTANT, YOU CAN USE YOUR TIME MUCH MORE EFFICIENTLY

WE PROVIDE YOU WITH XERO AND RECEIPTBANK FOR NO EXTRA FEE, AND KEEP IT UP TO DATE FOR YOU!

Accounting & Tax

As you should expect from a highly competent Chartered Accountant – we take care of all the compliance stuff – the annual accounts, confirmation statement, corporation tax, and director(s) personal tax returns  

Bookkeeping, Payroll & VAT

Bookkeeping is so much more than setting up bank feeds in Xero, and sending to ReceiptBank. We make sure every part of your finances is reconciled e.g. does your Stipe tie back to your CRM sales to your bank account?