FAQS

After clicking "Buy Now," you’ll receive an email containing:

• A link to my diary, so you can book your session(s) directly at your preferred date/time.
• An initial mentoring questionnaire for you to complete.

Additionally, you’ll receive a mentoring contract via AdobeSign to review and sign.

I’ll be absolutely thrilled when I see the notification pop up and will be preparing to meet you soon!

Sessions take place via video call (Zoom or Google Meet) at a mutually agreeable time.

Harriet supports a range of time zones so reach out if you have any trouble finding a suitable time!

If you select a block of mentoring sessions they are valid for 12 months from purchase.

You can schedule them in at your desired frequency - whether that is weekly, monthly, quarterly or ad hoc.

You can explore what might work best when you speak with Harriet. 

It's a 60-minute session with that blends the holistic side of money with the practical and strategic side to finance designed to help you feel confident with planning and organising business finances, managing money and reaching your goals.

Your session will be facilitated by Harriet Formby, an ICAEW Chartered Accountant, Holistic CFO, and ILM Level 7 Business Mentor. Harriet combines financial expertise with a compassionate, trauma-informed approach to help mission-led businesses master their finances and amplify their impact.

We can cover a wide range of financial or business topics, such as:

• Developing profitable pricing strategies.
• Managing business and personal finances and cash flow.
• Effective methods for paying yourself and organising your bank accounts.
• Navigating pivotal points in your business journey, such as reaching the VAT threshold.
• The emotional side of finance, confidence and money mindset.
• Budgeting, forecasting, and business planning.
• Addressing any other finance-related questions or concerns you have.

Whether you're a full-time business owner, side hustler, freelancer, solo-preneur, or start-up founder- regardless of whether you're just starting or have been in business for years - this session is tailored to you and your business.

Please note: the options on this page are for individuals, solepreneurs and micro businesses only. Finance mentoring is offered at a different price point for large(er) businesses - contact Harriet to explore further.

Your comfort is my top priority!

So if you want to reschedule a booked session that is always ok ideally with 24 hours notice - but I understand life happens!

Within the calendar invite there is usually a link to enable you to reschedule and pick a new date/time. Or simply contact me if you need help doing this. 

I strive to create an inclusive and supportive environment for everyone and strive to acommodate a range of accessibility needs.

I have particular experience working with neurodivergent entrepreneurs though of course everyone has different needs.

Here are some ways I try to make the offering inclusive:

• Online calls: Dial in from anywhere you feel comfortable.
• Cameras: Keep your camera on or off - it's up to you.
• Recorded Sessions: Sessions are usually recorded so you can revisit the session audio or transcript at your own pace.
• Flexible start: If you need a few more minutes to get comfortable to begin our session - I totally understand and will adjust where possible to ensure you still get the full time.
• Reschedule option: If you need to reschedule our session you will not be penalised even up to the last minute.
• Captions: I can enable captions during video calls.
• Clear Follow-Up Actions: After our session, I’ll send a summary of key takeaways and action points to ensure everything is clear.
• Flexible Formats: If a 60-minute session is challenging, we can explore alternatives, such as:
  • Splitting the session into shorter time slots.
  • Including breaks during the session.
  • Conducting the session asynchronously via email or chat platforms.

If there’s anything else I can do to make the experience more accessible for you, please let me know in advance, and I’ll do my best to accommodate your needs.

Feel free to ask away - by contacting  [email protected]

Or book in an intro chat.