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You didn’t start your business to figure all of this out alone...
You started your business because you’re good at what you do, but now...
You’re making money, but have no idea what’s left
You’re unsure what you can pay yourself
You avoid looking too closely
You feel like you should understand it… but don’t
And it’s starting to hold you back
You know you need to understand your money…
you just don’t know where to start
And you don’t want to keep guessing or hoping you’re doing it right
You want to feel clear, in control and confident in your decisions
THAT'S EXACTLY WHAT WE CHANGE HERE
Financial Clarity & Support - Built Around You
Personalised 1:1 support to help you finally understand your money & begin building the foundations needed to achieve sustainable business growth
So you’re no longer avoiding...
and instead, you actually know exactly what’s going on in your business
Understand your numbers in a way that finally clicks
Get clear on what’s coming in, going out, and what’s left
Put structure in place where things feel messy
Build simple systems you can actually stick to
Feel confident making financial decisions
Stay accountable and supported
FROM THIS
You feel unsure, overwhelmed, and slightly out of control
You’re guessing your numbers
You avoid looking too closely
You don’t fully trust your decisions
TO THIS
You feel calm, clear, and in control
You understand your finances
You have a system that supports you
You make decisions with confidence
Hi, I'm Jodie!
I’m a qualified accountant with over 15 years experience - but the way I work goes far beyond numbers!
Because over the years, I’ve seen the same thing again and again…
As business owners, we’re expected to just know how to manage money.
Even when you’re working with an accountant,
a lot of the time you’re being told what’s happening -
but not actually understanding it.
And that’s where the disconnect happens.
Real confidence when running your business doesn’t come from someone else managing your numbers...
It comes from understanding them yourself.
That’s why I do what I do
Alongside being a qualified accountant, I’ve also experienced business from multiple angles - working for others, being in partnership, and running my own.
So this isn’t just about understanding the numbers - it’s about understanding how they actually show up in your business day-to-day, and how to use them to make better decisions as you grow.
I use my knowledge and experience to help you make sense of your money in a way that actually clicks
So you’re not just keeping up - you feel clear, in control, and confident in your decisions
Because when you understand your money, everything starts to feel different
You make decisions with more confidence
You feel more in control
And your business starts to feel a whole lot less overwhelming
When you work with me, I take the time to walk you through things properly, in a way that actually makes sense to you and your business
So you’re not left confused, second-guessing, or relying on someone else to figure it out for you
Just honest, supportive guidance -
so you can build solid foundations with your money
and grow your business feeling clear, capable, and in control
WHAT IT'S LIKE TO WORK TOGETHER
Jodie helped me from the very start of my journey when I didn’t know how to set things up and has provided ongoing support that’s enabled that side of the business to grow. The advice around apply for the IOM small business grant scheme budgeting, cash flow, financial planning, and building a strong financial foundation has given me real confidence moving forward. It’s not just been theory either it’s been practical, easy to apply support that’s made a big difference. I’d highly recommend Jodie at Financial Toolkit to anyone starting or growing a business.
James McStay - LETS PLAY FOOTBALL DEVELOPMENT CENTRE
THE PROCESS
HOW WE WORK TOGETHER
Simple, supportive and built around you
Step 1 - Discovery Call
We’ll get together on a 20-30 minute video call and chat about you & your business, and what you're looking to achieve from us working together.
It’s also a chance for you to ask questions, understand how I work, and see whether this feels like the right fit for you. If we are a good fit, the process continues below!
Step 2 - Your Financial Clarity Audit
Next, we get together for our first meeting (via call or in person)
Together we’ll look at:
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Your current business income, spending, and financial habits
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What’s been working (and what hasn’t)
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Any gaps, avoidance, or confusion holding you back
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Your goals - both practical and personal
You’ll leave this stage feeling clear and with a full understanding of your starting point
Step 3 - Your Personalised Financial Plan
Based on everything we uncover in our meeting, we’ll build a plan that actually fits your business and goals.
This may include:
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A simple, realistic money management system
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Spending, saving, and prioritisation strategies
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Clear next steps based on your goals
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A plan that feels achievable for you
You’ll walk away with direction, structure, and a plan you can actually follow.
Step 4 - Implementation & Support (Where the Change Happens)
This is where we turn the plan into real life
Through our next sessions, we’ll:
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Work through your finances step-by-step
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Adjust things as life happens (because it will)
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Build confidence in your decisions
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Break patterns that have kept you stuck
You’re not left to “figure it out” - we work through it together
You’re also supported in real-time - not just on calls.
You’ll have access to:
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Email and/or WhatsApp support for questions and guidance
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Check-ins when you need clarity or reassurance
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Support making business decisions as they come up
So you’re never sat there thinking: “I don’t know what to do here…”
Step 5 - Tools, Templates & Resources
You’ll also get access to practical tools to make everything easier, such as:
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Budgeting templates
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Financial trackers
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Simple calculators
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Worksheets to support your progress
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Guidance you can revisit anytime
This helps you to stay consistent without overcomplicating things
This isn’t about handing your finances over to someone else
It’s about finally understanding them, with the right support behind you
So instead of avoiding, or second-guessing…
You have someone in your corner
Helping you make sense of your numbers
Guiding you through decisions
And supporting you as your business grows
WHAT YOU'RE REALLY GETTING
This isn’t just “financial help”, this is...
Ongoing support from someone who understands your business finances
Guidance when you’re unsure or need a second opinion
Help building systems you can actually rely on
Clarity on what’s coming in, going out, and what’s possible
Confidence to make decisions without second-guessing
1:1 Financial Mentorship & Support
The support that helps you stop guessing - and start feeling in control of your business finances
This isn’t just about having someone look over your numbers.
It’s about having expert support in your corner while you learn how to understand your money, make better decisions, and build stronger financial foundations in your business.
Because when your finances feel clearer, everything else starts to feel clearer too...
You make decisions faster
You stop second-guessing yourself
You know what’s coming in, what’s going out, and what’s actually possible
And you start running your business from a place of confidence - not constant uncertainty
Designed for small business owners who are ready to feel more organised, more informed, and more in control of the financial side of their business - with ongoing guidance and support along the way.
Choose the level of support that fits where you are right now
3 Months Support
Perfect if you need clarity, structure, and a solid starting point
Over three months, our focus is on helping you go from feeling unsure, avoidant, or overwhelmed with your finances, to feeling clear, organised, and back in control of what’s happening in your business.
We start with a deep-dive session (60–90 minutes) where we look at your current financial situation in detail - so you can finally understand:
What’s actually coming in and going out
Where things feel messy, unclear, or out of control
What’s been keeping you stuck or avoiding it
From there, through bi-weekly sessions, we:
Break everything down into something simple and manageable
Build a financial structure that actually works for you
Create a clear plan so you know exactly what to focus on each month
Guide you through your numbers so you actually understand what they mean
Support you in making decisions
You’ll also have between-session support via email or WhatsApp, so you’re not left trying to figure things out on your own.
You’re not just being told what to do with your money - you’re learning how to understand and manage it yourself, meaning:
Knowing what your numbers actually mean (without confusion or jargon)
Understanding how to manage your money on a day-to-day basis
Feeling confident making simple financial decisions in your business
No longer having to just guess the answers, or avoid it all completely
This is for you if you’re thinking:
“I’m good at what I do, but I feel completely out of my depth with finances”
“I avoid looking at my numbers because I don’t fully understand them”
“I want to feel more in control, but I don’t know where to start”
“I don’t want to rely on someone else to tell me what’s going on”
By the end of 3 months, you will:
Know exactly what’s happening with your money each month
Understand the core financial foundations behind your business
Have a simple system to manage your money going forward
Feel confident making everyday financial decisions
Stop avoiding your finances - and feel in control of them instead
INVESTMENT:
£2,400 in full/£800pm
Choose 3 months if you:
Feel overwhelmed or unsure where to start
Want clarity, structure, and a clear plan
Need to understand your finances and get organised
What happens next?
-
Submit your application
-
We’ll arrange a free discovery call
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If it feels like the right fit, we’ll get you started
If you're unsure on the length of support you require, we can discuss this on our discovery call
6 Months Support
Perfect if you want deeper support, stronger implementation, and long-term financial growth
This is where we take everything from the first 3 months - and actually embed it into how you run your business long-term.
We begin with your deep-dive session (60-90 minutes) and build your financial plan - but the real difference is what happens next.
Through ongoing bi-weekly sessions across 6 months, we:
Implement your financial systems properly in real life
Work through real decisions as they come up (not months later)
Guide you through more complex situations as your business evolves
Strengthen your habits, behaviours, and confidence around money
Continue teaching you how to think about your finances - not just what to do
You’ll also have ongoing support via email or WhatsApp between sessions, so you’re never left second-guessing or stuck.
This isn’t just about understanding your finances
it’s about becoming someone who can confidently run them, meaning:
Knowing how to assess whether a decision is right for your business financially
Understanding how to use your money to support growth (not just manage it)
Feeling confident navigating changes, challenges, and opportunities
Having the skills to make informed financial decisions long after we finish working together
This is for you if you’re thinking:
“I don’t just want clarity - I want to actually change how I handle my money”
“I want to feel confident making bigger financial decisions”
“I know I need support to stay consistent and follow through”
“I want to build strong financial foundations for long-term growth”
By the end of 6 months, you will:
Have fully implemented financial systems that work for you
Understand how to manage and use your money strategically
Feel confident making both day-to-day and bigger financial decisions
Have consistent habits around managing your finances
No longer fall into avoidance or confusion when things change
Why 6 months matters:
This gives you the time, support, and guidance to:
- Build confidence through real-life situations
- Strengthen your decision-making
- Create habits that actually stick
INVESTMENT:
£4,800 in full/£800pm
Choose 6 months if you:
Want ongoing support to actually implement and stay consistent
Know you need accountability to follow through
Want to build long-term confidence and stronger financial habits
Are ready to properly embed this into your business
What happens next?
-
Submit your application
-
We’ll arrange a free discovery call
-
If it feels like the right fit, we’ll get you started
If you're unsure on the length of support you require, we can discuss this on our discovery call
I already have an accountant, will I still benefit from this? Yes - and this is actually where most people get the most value. Your accountant is there to manage and report on your finances. I’m here to help you understand them. So instead of being told what’s happening, you actually know what it means, how to use that information, and how to make better decisions because of it.
Is this done for me or will I be doing the work myself? This is very much about helping you understand and take control of your finances. I’ll guide you, support you, and walk you through everything - but the goal is for you to feel confident managing things yourself, not reliant on someone else.
What if I feel completely overwhelmed with my finances right now? That’s completely normal. A lot of the people I work with feel exactly like this at the start. We take things step by step, simplify everything, and focus on what actually matters - so it starts to feel manageable, not overwhelming.
What if I don’t know what questions to ask? That’s completely okay. You don’t need to come prepared with the “right” questions. Part of my role is helping you uncover what you need to know, guiding you through it, and making sure you feel supported every step of the way.
Do you have more questions?
Let's jump on a discovery call!
FAQ'S
I know you didn’t start your business because you wanted to become an expert in finances...
But understanding your money changes everything
It helps you make stronger decisions
It helps you feel more secure
It helps you grow on purpose - instead of just hoping it’s all working
And that’s exactly what this support is here to help you do
Ready to feel more confident in your business?
JUST STARTING OUT?
OR, ARE YOU
If you’re at the beginning of your journey and want to make sure everything is set up properly from day one - then we also offer an alternative 1:1 service.
We can support you with:
• Setting up your business correctly
• Opening and organising your business bank account
• Putting the right foundations in place from the start
• Making sure you understand what you need (and what you don’t)
So you’re not guessing, or worrying you’ve missed something important!