Mini CFO™
Thrive & Grow
Finance Container
Together we will transform your relationship with money as we plan, problem-solving and re-imagining finance 💫
Crafting a financial roadmap that turns your boldest dreams and purpose-driven ideas into a profitable reality
Are you ready to turn your entrepreneurial journey into a financial success story where money enhances your security, fuels your creative potential and amplifies your impact?
Investment from: £1,500 + VAT
(Instalment plan available)
Warning: outcomes might just be life changing 🪄
Imagine if you could...
🌟 Transform the ‘numbers stuff’ in business from being a frustrating necessity to a powerful tool for growth and abundance.
🌟 Bring your business dreams and wonderful ideas to life with savvy plans and financial roadmaps, for clarity and peace of mind.
🌟 Grow your confidence with profitably decision making.
🌟 Tap into strategic insights to help you problem solve, pivot and strengthen your financial resilience for a prosperous future.
🌟 Go away with new strategies and immediately applicable interventions to enable you to deliver your exceptional work and ideas without burning out.
Exciting News! Through our Thrive & Grow, Harriet has pioneered a new way for creative and purpose-driven business owners to integrate impactful, savvy CFO insights that bring dreams to life sustainability and profitably.
These sessions are designed to equip visionary business owners with CFO level insights and advice.
Collaboratively, we will uncover how to bring your aspirations to life with healthy profits and cashflow.
We will also be taking a trauma-informed approach to money, to create a compassionate environment of healing.
As we create a strategic financial roadmap that encompasses your unique drivers of growth given your sector, specialism and market conditions.
Enabling profit-boosting strategies that deliver an transformative impact in your business and life.
When your business is financially thriving, you get to do more of the things you love 💗
The Mini CFO™
Thrive & Grow Container
This is unique opportunity to work with Harriet strategically through a 1:1 container.
Components of the 3 month journey
⭐ Thoughtfully Designed Initial Questionnaire to imagine, get creative and gain clarity on your goals.
⭐ Planning Call to align an set us up for a fruitful partnership.
⭐ 6 CFO (Advice/Coaching) Sessions (usually 60-90 minutes twice a month) to uncover the possibilities, problem solve, dream big and craft a profitable roadmap that will bring your goals to life.
These sessions are personalised and envisioned during our planning call, tailored to your responses from the questionnaire. The focus can be updated to incorporate any opportunities/issues that may arise during our time together.
A sample series of sessions could cover:
- Understanding and Reframing Your Money Beliefs - Exploring, addressing and re-evaluating your personal money beliefs to foster new or revised perspectives around money through a trauma informed lens.
- Envisioning Your Financial Goals - planning through the lens of your new ‘updated’ money belief system into tangible goals/objectives.
- Re-imagining Your Pricing & Offer Suite - reviewing and tweaking your pricing and product/service offering to align with your life and aspirations.
- Designing Your Financial Roadmap: Develop financial plans, budgets and projections to bring your objectives to life - over the next 1-2 years (editable template to keep iterating)
- Establishing Healthy Financial Foundations - Reviewing your current finance set up and money practices to enhance efficiency and effectiveness of routine financial tasks in your business.
- Empowered Financial Decision Making & Wealth Creation - Equipping you with the know-how to help inform your financial decision making that are congruent with your personal values and mission.
⭐ 'Homework' thoughtful prompts, tasks and actions to enable you to implement learning and make progress towards your goals between sessions.
⭐ Support Chat Between Sessions to receive additional guidance, ask questions and share updates for the duration of the container.
Extras
⭐ Access to my Finance Learning Wonderland - exclusive suite of finance guides, templates, training videos, and more...
⭐ Access to my Pathway Profits With Purpose Programme (6 week transformative self-study online course).
Investment
We operate a sliding scale depending on the size and complexity of your business structure starting at £1,500 (+ VAT).
We offer limited scholarship spots which are awarded taking into account circumstances and proximity to privilege and resources, find out more and apply here.
I'm ready!
Joyfully enter the next phase of business growth with a savvy financial plan that feels good! 🪩
GET READY FOR A TRANSFORMATIONAL ADVENTURE WITH HARRIET! ⚡
Hi, I'm Harriet
"The thing is, you can access more basic accounting services for regulatory and day to day finance needs. But where do you go for relevant and relatable strategic finance advice & insights?
Good news: My Strategic Finance offering have changed the game. To bring you all this and more, in a innovative, holistic and friendly way, fit for a new era!"
My mission is to empower purposeful business owners, to achieve their financial goals confidently and sustainably. With a strong financial foundation combined with savvy, strategic advice and support, you are best prepared for the future of abundance and security - to craft a plan for healthy incomes, profits and cashflows!
There is no judgement. We start exactly where you are, and no question is ever too small or silly to ask me. 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.
Harriet's Credentials
Harriet brings a wealth of experience as a CFO, ICAEW Chartered Accountant, Mentor and Business Growth Specialist with a background advising creative SMEs, start ups and scale ups and leading finance change projects for Fortune 500/ PE backed international groups along with an academic and consultative background in Business Transformation.
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 and coaching via the Get Number Savvy Platform.
Harriet has a particular interest and skill in supporting creative and neurodivergent business owners, and supporting with a trauma-informed approach to money topics. She has recently completed Professional Certification in Trauma of Money™ along with further development in coaching practices.
Regulated by the ICAEW as a Registered Chartered Accountancy Practice, a Member of the Association of Business Mentors (Level 7 Business Coach) and a Certified Xero Advisor you are in credible hands.
Read more about Harriet Formby MA ACA
Trauma of Money Method™
Harriet is excited to integrate this groundbreaking approach towards financial well-being. This innovative method acknowledges and respects your personal financial narrative and beliefs, offering a transformative alternative to traditional capitalist frameworks. It's designed to empower you by re-envisioning your relationship with money through a lens of healing and liberation.
WHAT NEXT?
The first step to explore working together is to book in a complimentary chat with Harriet, this is an opportunity to get to know Harriet, ask questions and explore if this Container is going to be a good fit for you.
Simply book in a time that suits you and we'll go from there...
Fabulous Feedback:
"Working with Harriet has been an absolute game-changer for our business. We were struggling to find the right support with our existing accountant, but Harriet came to the rescue. She is incredibly productive, collaborative, and full of fresh ideas that have made a significant impact on our business.
Talking to Harriet about our financial concerns instantly puts my mind at ease. Her reassuring, warm presence and practical approach always leave me feeling more confident and motivated after our sessions. She genuinely cares about our success and goes above and beyond to provide us with a solid plan of action.
Thanks to Harriet, we have revamped out offering and pricing, our cashflow is now under control, and we have a profitable budget in place so I can finally sleep better at night. I only wish we had started working with her sooner! If you're a small business owner in need of financial guidance, Harriet is the go-to person who will truly make a difference."
Sarah, Company Director
✨ More Life Changing Outcomes ✨
More of that Magic...✨
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