Finance Advice Consultation
This is a 'Power Hour Style' Feel-Good Finance Advice session
with Harriet Formby MA ACA
Chartered Accountant, Holistic CFO & Business Mentor
You go away with clarity, a savvy plan of action and a spring in your step! 💫
Investment: £275 + VAT (£330)
Warning: outcomes might just be life changing 🪄
From confusion to financial peace of mind!
Have you got finance questions swirling around in your head? Perhaps you are unsure about tax? Puzzled about pricing? Confused about expenses, paying yourself, or managing your money?
Or are you at a pivotal point in your business ready to embrace some changes?
Well, worry no more! Our finance consultations are focused sessions to tackle all your concerns and queries head-on. Say goodbye to confusion and hello to confidence with a clear action plan in hand and a spring in your step.
These sessions are for everyone, whether you're a full-time business owner, side hustler, freelancer, solo-preneur, or start-up founder.
Exciting news!
A consultation is priced at £275 + VAT (£330), it's the most value-packed and accessible way to have a one-off 1:1 advice session with Harriet right now!
It's like a power hour, but you actually have 90 minutes with me and the chance to follow up with questions after.
Joyfully enter the next phase in your business journey with financial clarity & good vibes! 🪩
‘I’d NEVER THOUGHT ABOUT IT LIKE THIS before’
‘I’m going away with SO MANY BRILLIANT IDEAS…’
‘Wow I’m ACTUALLY EXCITED about doing this!’
‘Talking to you has TOTALLY PUT MY MIND AT EASE’
GET READY FOR A TRANSFORMATIONAL FINANCE CONSULTATION WITH HARRIET! ⚡
To make the most out of your session, it's beneficial to share some upfront information, then it's just a few small steps to financial clarity & success:
- Follow the booking link and complete the pre session questionnaire and send me any additional information below. This way, I'll come to our session well-informed about your business situation and ready to dive straight into helping you.
- Prepare for a feel-good finance consultation with me via Zoom, where we'll delve into your questions, discuss options, and provide solutions.
- Shortly after the session, you'll receive an advice summary of our discussion, along with a clear action plan and any additional resources mentioned during our talk.
- With the opportunity to ask me follow up questions for the next week.
- You can then choose to implement the advice right away or take advantage of our special offer: book additional advice sessions or packages at reduced rates.
When your business is financially thriving, you get to do more of the things you love 💗
Let's go! 💫
BOOK IN!
STEP 1 🌟
Say yes to thriving!
Follow the link to get booked in and choose a time that suits you. You'll have an opportunity complete the pre-meeting questionnaire and provide Harriet with any additional information or files to review ahead of the session.
STEP 2 🌟
Let the life changing insights begin
As we have our value packed 90 minute Finance Consultation on Zoom.
STEP 3 🌟
There's even more...
You receive a written advice note and finance action plan to bring it all to life!
Along with access to ask Harriet follow up questions and book in an integration call.
Hi, I'm Harriet Formby
"I know finances can feel hard and scary when you have a creative spirit. I believe no one should feel shame when it comes to managing their numbers... so let's get thriving!"
I am dedicated to financially empowering entrepreneurs to achieve their goals, in business & life ,and make a positive impact through feel good finance advice and services. I support you every step of the way with practical and down-to-earth financial expertise.
My mission is to help business owners establish strong financial foundation that enable you to live a life of abundance and security. So you can focus on what you do best, live your dreams and create a positive impact for yourself and your loved ones.
There is no judgement. We start exactly where you are, and no question is ever too small or silly to ask. Together, we work towards building a sustainable financial future that aligns with your values and empowers you to achieve your ambitions in business and life.
No more fretting and avoidance... I am here to guide you through the process helping you achieve peace of mind with your financial situation.
The technical bit:
Harriet brings a wealth of experience as a Holistic CFO, ICAEW Chartered Accountant, Mentor and Business Growth Specialist with a background advising SMEs, start ups and scale ups and leading finance transformation projects for Fortune 500/ PE backed international groups along with an academic background in Business Change.
She is committed to supporting small business owners to live the good life with profits purpose, healthy cashflows and positive vibes! Through Feel Good CFO & Accountancy Services through Below The Line Finance Chartered Accountants and Business Advisors and finance training via the Get Number Savvy Platform.
She has a particular interest in supporting creative and neurodivergent business owners, and has attained professional certification in Trauma of Money TM, a revolutionary trauma informed approach to financial management.
Regulated by the ICAEW as a Registered Chartered Accountancy Practice, a Member of the Association of Business Mentors (Level 7 Coaching 7 Mentoring) and a Certified Xero Advisor you are in credible hands.
Read more about Harriet Formby MA ACA
Fabulous Feedback
“Harriet has a skill for breaking down the most complicated aspects of Self Employed finances into easy to understand chunks”.
“Everything was well thought out, from having me complete a form before the session so she had a good grasp of my business before we spoke, to a detailed summary of our discussion written down and sent through to shortly after our meeting.
I loved that I could use the session to ask all the niggling questions I've had in the back of my mind for so long about self-employed finances. Nobody in my family or friendship circle is self-employed so I've been guessing my way up until now, but an hour with Harriet has massively increased my confidence.
I appreciated the PDF sent through by Harriet shortly after our meeting summarising everything we spoke about. It meant I didn't have to worry about taking notes or losing anything within our discussion, and it's great to now have a set of clear actions to take forward”
Sioned, Founder of Mwydro
“I discovered I really enjoyed getting into the numbers! Having resisted for so long, once I started it's actually been really empowering to understand my business better and given me more confidence!”
“From my initial reaching out via instagram Harriet was really helpful and communicative. I felt like she made the effort to understand my business sector and the issues I wanted to resolve via emails and a questionnaire.
I really liked how you got me to think about the business and my rates in a different way to usual and considering everything I do in my business.
Harriet also supplied several excel sheets which I am currently getting to grips with but all with the intention of helping me to get my pricing correct so I can ensure growth, security and sustainability in my business”
Sarah Dowling, Illustrator and Artist
“Harriet's approach was brilliant, she really took time with me to help me break everything down and see things from a different perspective”
“Having her expertise, and seeing how everything added up on a spreadsheet was really useful.
Harriet took her time, to listen to me, and help me break everything down in ways that I hadn't thought about before.
Not only did Harriet help with my finances, but it also gave me more confidence in my services and offering”
Rhodd Hughes, PT
“The session was really varied and covered a lot more than I was expecting!”
“It was great to talk through my existing revenue streams, and how to make them work harder, and help me get a better work life balance.
What was particularly insightful was ....the way that you reframed my existing product / service offerings and how I can create more opportunities from them, as well as simplifying the idea of doing online workshops, which I had been overthinking.
I thought your prompt follow up and detailed notes from our session were really comprehensive and helpful. I really like all the additional support and tools that you offer as well"
Helen Ridley, Illustrator
✨ More Life Changing Outcomes ✨
Let's get you booked in
WHAT NEXT?
To book in simply follow the payment link below, to select a suitable time and date for our session and complete the pre meeting questionnaire.
I'll get to work reading your answers, and any additional info you shared with me, so I am all briefed and ready to help you thrive with your business finances! 🎉
And then...
THE MAGIC HAPPENS
🪄
More of that Magic...✨
