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Loved by SMEs and business owners Have a chat with us and see how we can help you “Trish is more than just an accountant. Trish understands how to seek opportunities for business growth, and how to deliver strategies to help you seize those opportunities" - Ramp Brand Communications Request an appointment How to get the most out of your CFO Find out how with
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  • Setting Your 90 Day Targets Workbook
    $25 +
    Setting Your 90 Day Targets Workbook
    .00The outcomes from this workbook are for you and if relevant your Chief Financial Officer, (CFO) to know :- What is most important to achieve in the next 90 days.- How to get/ manage resources needed to help you- How to sequence the priorities needed
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  • Improving Your Financial Beliefs Workbook
    $37 +
    Improving Your Financial Beliefs Workbook
    .00The outcomes from this workbook are for you and as relevant your Chief Financial Officer (CFO) to know :- What financial blockages are in place for you- Easy ways to improve these blockages and how to track progress- What impact the above issues might have on the business profit and your personal...
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  • Rewarding Yourself Workbook
    $15 +
    Rewarding Yourself Workbook
    .00The outcomes from this workbook are for the client and the CFO to know :- How to have rewards that are symbolic rather than expensive- What motivates the business owner and to connect this motivation to rewards for achieving results and associated activities- How to achieve the above – and...
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  • Managing Your Version of W.E.A.L.T.H Workbook
    $25 +
    Managing Your Version of W.E.A.L.T.H Workbook
    .00The outcomes from this worksheet are for the client and the CFO to remind yourselves :- What is important – how you want to live- Consider again the balance between the various areas of your life- Consider again which areas you want to change- How to achieve the above – and to review the...
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  • The Good, the Bad and the Ugly Workbook
    $25 +
    The Good, the Bad and the Ugly Workbook
    .00The outcomes from this worksheet ( when done in discussion with a specialist financial intelligence advisor), are for the client and the CFO to know :- Combined with the use of other worksheets ( on beliefs and actions around money), you will learn your constructive and also unconstructive self-t...
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  • Money Conversations Workbook
    $25 +
    Money Conversations Workbook
    .00The outcomes from this worksheet are for you to know:- the best ways for you to communicate about money issues- Understand how your past may be impacting your present with money issues- Easy ways to focus on issues from an empowered place- What impact improving the above issues might have on the...
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  • Five Financial Actions (Checking Back In) Workbook
    $25 +
    Five Financial Actions (Checking Back In) Workbook
    .00The outcomes from this worksheet are for you to know :- Combined with the use of other worksheets ( on beliefs and actions around money), you will be able to reconfirm your current money style and the easiest ways to improve this- Your current ranking on the Financial Actions scale- What financia...
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  • Balancing Rewards Between Your Current and Future Selves Workbook
    $37 +
    Balancing Rewards Between Your Current and Future Selves Workbook
    .00The outcomes from this worksheet are for you to :- Learn to create balance between your rewards now and your rewards later in life- Agree with your partner ( business partner or relationship partner as relevant ) what counts as a necessity versus luxury- Create ideas for rewards that can easily f...
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