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Join the Finance Mentor for Pain Free Accounting

Accounts & Business Development Support for Small Businesses


Mentoring Programme Modules

Here is a list of the various modules we include in our Mentoring Programmes. They are not extensive, and if necessary we can add modules best suited to your individual requirements*. If you subscribe to one of our Monthly Programmes these will form the basis of your annual plan.

How to Buy my Mentoring Modules

You can opt to buy individual Modules if you so wish. Simply click here to request more information about the subject and how to buy.

– Why is Financial Management important for my Business?
– Your Legal Obligations as a Business Owner
– How to Understand Financial Statements
– Business Plan & Forecasting
– Getting Organised with the Paperwork
– Expenses & Mileage (What you can and can’t claim & how to record it)
– Accounts Spreadsheet
– How to Complete a Self Assessment Tax Return
– How to Prepare Management Accounts (without it taking too long)
– Key Performance Indicators
– Monitoring your Progress
– Corporation Tax – web filing
– Companies House – web filing
– How to Set up a Payroll System

How does the Mentoring Programme work?


If you choose to buy an individual mentoring module you simply pay for that module. Once the payment has been processed you will receive an email with the link to your downloads.

    Starter/Professional Packages

When you subscribe to these packages and have gone through the payment process you will receive an email with your first module and links to the accounting package and forum (if applicable). After 30 days you will receive the second module and so on until the end of the 12 month programme. You will receive my Monthly Profit Tips email in between your training modules so that we stay in touch every 2 weeks.

    Ultimate Package

This is a bespoke Mentoring Programme for those who prefer a more tailored approach to training (either because they have some prior knowledge or because they want regular contact). I provide a monthly one to one mentoring session to talk about how you’re getting on with your training, discuss any business issues you need help with and to make sure you’re staying on track with your objectives.

* Bespoke Training Programmes are available ONLY with the Ultimate Package

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Meet Kate

Our Steps to Business Success

The Finance Mentor Support Programme is an essential tool for business owners. Our packages include:

  • Accounts Training for understanding
  • Accounts Package to save time
  • Demonstrations on video for clarity
  • Excel Templates you can use on your own
  • One to One Support to keep you on track
  • Monthly Tips To help you focus on more profit & better cashflow
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Xero – what is it?

Practical Support for Small Business Owners

  • Do you want to manage your finances with ease?
  • And report your results with confidence?
  • Remain focused with clear objectives?
  • Grow profit and improve cash flow?
  • And make your business A resounding success?

Then the Finance Mentor is for you. For your FREE TRIAL and receive monthly profit making tips please click here.

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