Southbourne Accountancy

Money - I am passionate about sharing the need to talk about money more.

And using money to create the life we want.

Who has a podcast, membership, masterclass which could benefit from someone talking about money more openly?

I am a money mindset and financial strategy coach.

And its not just about more money, but creating the life you have always wanted and for some that could mean making less money.

Any podcasts, memberships or groups you can recommend below? :-)

Wealth creation and protection can be massively impacted by the tax you pay.

And this is why on Monday I am looking at tax strategies with my group - Financial Foundations

With a 60 page limited company ebook and a 13 page self employed workbook, you can see there is a lot to consider.

We will look at:

🧡 Interest on director loans
🧡 Dividends
🧡 Trivial benefits
🧡 staff parties
🧡 pensions
🧡 life insurance
🧡 company cars
🧡 mileage

and so much more.

I know my group has been eager for this module and are ready to take some action based on what we go through.

So while focusing on growing your money, also focus on how to protect it from large unnecessary tax bills.

(I do firmly believe in paying tax and supporting those who need it, so I never recommend anything that isn't 100% legit. I am "straight laced" as one of my clients said)

Do you consider how tax efficient you are?

There is change coming :-)

My new offers and being worked on in the background

They combine the Financial Knowledge with the Mindset, to enable you to take action in your business.

It’s my business birthday!! 🎁

Well it was yesterday, so I wanted to post this again, 2 spaces have been taken.

A special offer to celebrate this momentous occasion

I am offering 5 free Money Mindset coaching calls (no tax, no strategy and no sales!)

There is a requirement to complete a form, to get the process started and to show commitment to the process

If you have done all the courses but you are still not taking the action then it’s time to look at your mindset

Knowledge and mindset go hand in hand

❓Maybe you are not asking for the sale
❓Keeping your prices low because (insert an excuse)
❓ not going VAT registered
❓ maintaining an employed salary level
❓ not checking your bank account
❓ paying for all sorts of memberships but feel guilty leaving
❓buying course after course as the “magic” solution

I’ve been there, I’ve done that 🤚

Now I know the signs and I’d love to help you

If you want to be in with a chance to claim the call, complete the form then send me a DM to let me know. The first 5 people get the calls

Money Mindset Free Call Questionnaire I am so excited that you are ready to explore your money mindset! I know it can be a little scary at first, but honestly, I found some really interesting gems when I worked (and still do) on mine. After completing this form, please let me know at [email protected] as we can then bo...

Shaun asked me the exact questions that I will be going through in Financial Foundations.

I see the same things come up time and time again. There reall is no silly question!

That's why I decided to create Financial Foundations and price it at £150. Because I want people who need this help to feel confident in taking the leap and finally take action.

https://bit.ly/financialfoundations3months

Another person has jumped into Financial Foundations.

I love this persons story and I can't wait to see them implementing over the next 3 months.

£150 to get the foundations sorted and start to really look at your business..... priceless.

FAQ:
1) What turnover/income level is the appropriate for?

I have worked on this exact process with £10k businesses to £250k businesses. I would say up to VAT threshold (£90k) is where I see this most commonly. Because once you hit VAT threshold, these things really need to be in place. I definitely see them not, but then 1:1 might work best as its getting serious.

2) When are the sessions?
All the sessions are recorded and you can ask questions before which I will answer in the live. The dates are:

Calls:
🧡 1st May - 10am
🧡 13th May - 9:30
🧡 17th June - 9:30
🧡 15th July 9:30

Joining us?

https://bit.ly/financialfoundations3months

Never do I ever, work Saturdays......

Except it seems, when I am excited to create something (and the boys are at football)

So here is the link for my new 3 month support group: https://bit.ly/financialfoundationssupport

I have created this for business owners who really need support with getting the foundations of their business numbers sorted.

🧡 Unsure what expenses sole traders can claim
🧡 Unsure how to review their numbers or what their profit may be
🧡 Should they be using software
🧡 How can they reduce their costs
🧡 How can they start to look forward with their numbers and plan

I wanted to create something that was accessible in terms of cost, wasn't overwhelming and gave business owners the space to ask those "silly" questions of an expert.

This really supports my mission and so I am super excited (hence why I have been sorting bits today ek!)

If you want to join me then click the link and lets go! We start on 1st May and kick off with an introduction Q&A.

If you have questions that Dr Google doesn't answer for you, if you have wanted to work with me but the £300ph price tag is too much of a stretch at the moment, then this is for you.

I look forward to working with you :-)

Now.....time for a break before the boys come home.

Day 11 - small tips and tasks to get your business finances in order

Today is looking at income for next year. If you sign up now you will start on day 1. So don’t worry ☺️

https://go.southbourneaccountancy.co.uk/opt-in-12daysoffinance

Every single time I think erghh is this working

The universe comes to show me it is!

My partner says this all the time.

I say “arghh it’s not working, I’m giving up”

And then the next day someone books onto my 4 session coaching package!

And when you get these people on the call, you know they are not there to mess you around. They are there to buy!!

How exciting

So don’t give up, the top of the mountain is there, it’s just covered in snow maybe

12 days of Christmas is very nearly here

And I wanted to offer you something special (and it’s free)

🧡 12 day of finance!

🧡 12 days of quick tips and guidance

🧡 Some will take 5 mins and some 15 mins, all will move you towards a more successful 2024

🧡 This will give you the push and helping hand to look at your numbers before the year is out

And it’s free!

I know you are scared of starting

I know that jumping on a 1:1 with me is daunting

So take this opportunity to get small bite size tips and things you can do to get you started

I promise I won’t make them big things to tackle

They will make a difference!

They will start to lay the foundations

I’ll make the link tomorrow as it’s this something I’ve just drafted tonight!

If you want the link, DM me “12 days”

And I’ll send it across once I’ve set it all up ☺️☺️

Are you in?

Finance Fortnight: Money Mastery in 14 Days

This is an intense burst that will get you the results for fast action-taking

🧡We start with the first 1:1 call on 20th November

🧡You then get to work on the training, but with me in your pocket

🧡Tuesday to Thursday (10-2) with voice note support

🧡This is two weeks of work to set yourself up for 2024, finally doing the things you have said you will do all year!

🧡On Friday 1st December we have our final 1:1 call

And you will be set to enjoy the festive period, knowing that your 2024 plan is dealt with.

There are only 4 spaces due to my availability and being able to really support you

If you are ready to jump on board link is in my bio