Packages
Whether you’re a sole trader or run an SME, just starting your business or already a seasoned CEO, we have a support package that will work for you.
Our tailored solutions are based on the three Cs: Clarity, Control and Confidence.
Using these pillars, The Profit Guru will provide you with assistance and recommendations to elevate your profits and allow you to move your business forward, with ongoing support for the duration of your agreement.
Our packages are as follows:
GUIDE
6-month programme
£300 per month + VAT
Clarity
- Introduction to Profit First
- Information gathering and onboarding
- Profit assessment
- Benchmarking and targets
Control
- Bank account structure
- First allocation of funds to accounts
- Analysis of incomings, outgoings and timings
Confidence
- Identifying anomalies
- Cost reviews
- Revenue review
- Debt repayment strategies
Rollout
- 6 x 1-hour calls
- Email support
EXPERT
12-month programme
£1,000 per month + VAT
Clarity
- Introduction to Profit First
- Information gathering and onboarding
- Profit assessment
- Benchmarking and targets
Control
- Bank account structure
- First allocation of funds to accounts
- Analysis of incomings, outgoings and timings
Confidence
- In-depth business analysis
- Cost reviews
- Revenue review
- Debt repayment strategies
Rollout
- 6 x fortnightly calls to implement Profit First in 3 months
- 2 x quarterly one-to-one calls
- Year-end review call in month 12
- Email support
MASTER
12-month programme
£1,500 per month + VAT
Clarity
- Introduction to Profit First
- Information gathering and onboarding
- Profit assessment
- Benchmarking and targets
Control
- Bank account structure
- First allocation of funds to accounts
- Analysis of incomings, outgoings and timings
Confidence
- In-depth business analysis
- Cost reviews
- Revenue review
- Debt repayment strategies
Rollout
- 6 x fortnightly calls to implement Profit First in 3 months
- 9 x monthly one-to-one calls
- Year-end review call in month 12
- Email support
Not sure which package is right for you? Contact Rosie for a no-obligation assessment.
Put your Profit First!
Client Testimonials
“I have been working with Rosie on adopting the Profit First accounting method for the last six months and I am very impressed with how painless and incredibly interesting the process has been.
“Rosie has a charming, lighthearted approach coupled with an obvious passion for demonstrating the benefits of this exciting and very sane approach to accounting.
“To begin with some of the concepts seemed a bit strange or even unworkable, such is the difference from traditional methods, however, with Rosie’s reassurances and taking slow and steady adjustments I was able to see the benefits starting to emerge.
“I am now at the point where I can’t imagine not using Profit First, and it is the skilled coaching from Rosie that I have to thank for that.”
Geoff Boldero, Director, Stroud Foot Clinic Ltd
“Rosie’s service was exceptional from start to finish. Professional, friendly, and easy to understand. She went above and beyond to help us implement the Profit First accounting system.
“She was more than happy to answer every question we had and support us along the way. With Rosie’s expertise, we were able to quickly obtain all the figures we needed from our accounts package and calculate the formula required to launch our new system.
“She created a simple-to-use spreadsheet for us, making the process more efficient and less time-consuming. Since then, we’ve been using the system without any issues, and it’s helped us streamline our business and bring our costs to the forefront and make some changes.
“I highly recommend Rosie for her professionalism, expertise and sense of humour. She’s a pleasure to work with, and I’m more than satisfied with her service.
Katherine Morrison, Clinic Manager, Stroud Foot Clinic Ltd
“I first met Rosie at a networking event where she gave a presentation on tax for those investing in properties. I liked the way Rosie came across and arranged to have a one-to-one with her. At our meeting, Rosie explained to me how best to structure our company and my husband’s self-employed business.
“Since appointing Rosie as our accountant, we have not looked back. Rosie is very approachable, helpful and gives great advice. Rosie has helped us focus on how we manage our property portfolio. I have also recommended Rosie to other property investors.”
Yemisi Ogbeta, Mayo Developments
“Rosie and her team have been invaluable in helping me and my business over the past 18 months. She helps out in many ways and is always on hand to answer any questions or queries I have and breaks everything down so it’s easy to understand. I’d be lost without her.”
Kevin Gallagher, Managing Director, Creative Living Décor Limited
“XS Distribution Ltd highly recommends Rosie and her practice as a bookkeeper. Her exceptional reliability, meticulous attention to detail, and extensive knowledge make her an invaluable asset. Her friendly and approachable demeanour makes working with her a pleasure. We wholeheartedly endorse her services and would have no problem recommending her to other clients.”
Kevin Holborow, XS Distribution
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