Let's untangle your finances and plan for profit
Sometimes all you need is a fresh set of eyes to take you to the next level. Pairing behavioural and financial expertise I support businesses owners through tailored services.
Please click the options below to find out more.
Not sure?
Start Up Strategy Session
For Aspiring and Established Business Owners
If you are at the start of your business journey and unsure of what to do to, this masterclass may be what you need.
This popular masterclass has been curated to provide you with the starting information you need to get your business financials in place. If you have already started your business, this is your opportunity to gain clarity on what needs to be changed and what may have been left outstanding. The session is delivered online, requires some preparation work and you leave with knowledge and physical assets. Note: You will receive strategic and profit optimisation advice.
We can cover topics such as:
Setting up the right business structure
Optimising profit with tax deductibles
How to optimise income and profit
Advice on your business strategy and approach
How to pay yourself correctly
Accounting and taxation guidance
Your legal requirements as a company Director (if suitable)
Important dates and deadlines
Key Details
1 -4 hour online live masterclass
Worksheets, resources and links to external support provided
Profit optimisation and strategy advice
The sessions are made to be flexible, ensuring any prior knowledge you have is not covered.
What Happens Next
Once you have booked your discovery call, we will discuss your circumstances and needs. You will then be directed to book and pay for your session. I will design a tailored plan for you and collate the required resources for the session.
Finance & Operations Director
Available for Established Service-Based Businesses
During the early stages of growing your business, a full-time Finance Senior may not be ideal.
I can join you as a part-time Finance & Operations Director providing ongoing business support at this crucial time. We can work together to create a working relationship that supports you and your business on a part-time basis.
Past clients use this service for assistance with the following:
Financial strategy and overseeing work of the accountant
Scenario and financial planning
Identifying and analysing profitable opportunities
Preparation for pitching and seeking funding
General finance advisory
Support is available on a retained monthly fee, starting from 1 day a month.
What Happens Next
Once you have booked in your discovery call, we will discuss your circumstances and needs. I will share a proposal with you, outlining the scope of our work together, share an agreement and share a link to set up your payment.
What People Say
Do get in touch
hello@krystlemcgilvery.com
Members in practice (MiPs) are chartered global management accountants in professional practice. They provide accounting services to businesses but are not direct employees of these businesses. Krystle McGilvery has registered and been approved as a MiP offering business finance services.
KrystleMcGilvery
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