• Strategic financial leadership for solopreneurs, creatives, and small business owners.

    Fractional CFO for Owner-Managers & SMEs

    You’ve outgrown your bookkeeper, but aren't ready for a full-time CFO.

    Board-Level Advisory: High-stakes decision support backed by 20+ years of corporate finance experience.

    Profit & Cash Flow Mastery: We look past simple revenue to find the real levers for profit and liquidity.

    Scalable Systems: Building the financial infrastructure (tax planning, savings, and reinvestment) that allows you to grow without burning out.

    Statutory Accounting and tax Oversight: As a Chartered Accountant, I provide high-level review and oversight of your accounting and tax affairs to ensure total accuracy and strategic alignment.

    Value Creation & Exit Planning: Building the financial infrastructure today that makes your business a valuable asset for tomorrow.

    Strategic Advisory for Solopreneurs

    Move beyond the "books" and into a position of strategic profit.

    Profit-First Systems: Ensuring you are paying yourself properly while building a business reserve.

    Pricing for Freedom: Aligning your service prices with your desired lifestyle and capacity.

  • Tailored for professionals and those in their 40s+ looking to align their assets with their long-term vision.

    a) The CFO Strategy Audit (one-off session)

    For those who need an immediate, high-level diagnostic and a clear roadmap.

    The Deep Dive: A comprehensive review of your income, assets, and liabilities with a chartered accountant’s precision, exploring your money story and current situation

    Tax-Efficiency Health Check: A high-level review of your current tax position to identify potential savings and ensure you are utilizing all available allowances.

    The Gap Analysis: Identifying where your current path deviates from your 10, 20, and 30-year goals.

    The Action Plan: You leave with a clear, prioritised "CFO-approved" checklist to implement immediately.

    b) Your fractional Personal CFO (ongoing partnership)

    A strategic partnership to overhaul your financial foundations and build a secure future.

    Strategic Reviews: We meet regularly to treat your personal wealth with the same rigor as a high-performing business.

    Decision Support: A professional sounding board for major life pivots—property, career changes, or legacy planning.

    Annual Tax Strategy & Coordination: Ongoing oversight of your tax liabilities, ensuring your investment and income decisions are made with maximum tax efficiency in mind.

    Total Accountability: Ongoing adjustments to ensure your bank account remains perfectly aligned with your evolving life goals.

The Chartered Accountant Advantage

While my focus is on finance, strategy and coaching, my work is underpinned by the technical rigor of a Chartered Accountant. This means every piece of advice is grounded with my 20+ years of experience. Rest assured you have a qualified expert in your corner.