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Financial Clarity Blitz

For startups and small businesses aiming for sustained profitability, the Financial Clarity Blitz session helps you assess your business's health, envision future success, and acquire actionable strategies to achieve success.

Are you looking for...

Financial Health Check

💡Learn where your business is thriving and where profit-maximising  opportunities lie!

Profit Planning

💡Reduce uncertainty with a profit plan showing you when you will make money and how much.

Cash Security

💡Rest and relax, assured that you will have enough money in the bank to pay bills and invest in your business.

Your Dedicated Day Awaits

Welcome to the Financial Clarity Blitz, an exclusive day dedicated to new and small service-based business owners like you. Gain control of your business's financial direction and leave with clarity, boosted confidence, and a detailed roadmap. Past clients have left feeling fully equipped with all they need to make smart financial decisions.

This deep dive session is relaxed and easy to follow. We prioritise clear communication, reflection and actionable steps to empower you.

🎯Four Simple Steps

Step 1 - Tell me as much as you can about your business

Step 2 - Receive feedback about areas requiring attention

Step 3 - We address the important areas together

Step 4 - Receive step-by-step instructions for the rest

✨ Plus: anticipate a fun-filled session - and perfect alignment with your business goals!

Your Financial Clarity Blitz

✨ Pre-Strategy-Day Prep

We start by getting clear on what you aim for your business to achieve and the challenges it faces. You will complete an online assessment, allowing us to collate the information needed to complete a health check for your business. You will also be granted access to the 'Planning for Cash' and 'Planning for Profit' series with access to the finance tools used on the day.

✨ On the Day!

We'll begin with a detailed discussion about your business health check. We will work on your 12-month financial plan to show how much money your business will make, and get clear about the cash within the business for the coming three months. We will also review your accounting and financial management, and end the session by summarising your next steps.

✨ Once the Day Ends

You'll get a summary pack with useful information to support you on your business journey, plus access to the Planning for Profit and Planning for Cash series, guiding you on how to maintain the tools built.

The Final Touches To Ensure You Succeed!

For three months following the live day, you'll receive ongoing support to ensure your strategies are effectively implemented. This includes:

 

  • Monthly Support: Access to our community, including weekly coworking sessions to help you stay accountable.

  • Growth Accountability: Three-month access to our monthly business review and planning session to reflect and adjust your strategy.

  • Specialised Financial Education: Providing access to tailored financial knowledge and training materials.

Hear the Joy in Their Voices

"She made me feel really at ease and prevented me from being overwhelmed in a topic area I know little about. Her guidance was invaluable and I recommend her to anyone looking for advice, whether you are just starting out or have years of experience already." - UK Based, Business Owner

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✅ Business Session (2 hours)

✅ Financial Health Check

✅ Finance Management Guidance

✅ Access to Profit Planning Series

✅ Access to Planning for Cash Series

✅ 3-Month Accountability Support

✅ 3 Monthly Review and Revise Sessions

✅ Next Steps and Management Support

Invest just £499

Meet Your Business Adviser

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Hey there! I'm Krystle McGilvery, the person behind Mind Over Money. I'm super-excited about blending my love for finance and behavioural psychology to help people like you get the best out of your business and personal finances. With over 15 years in the game, I've got a bunch of experience and some pretty cool qualifications – I'm a CIMA Chartered Accountant, a CBT Coach and an ILM Mentor.

My thing is creating solutions that are just right for you, helping you make smarter financial decisions and feel really good about them. I mix my finance know-how with insights into how we think and behave, which has got me some amazing recognition, like a Great British Businesswoman Award in 2022 and being named one of the INvolve Heroes 100 Future Leaders Role Models in the same year!

But it's not all about awards and titles. I'm also super-passionate about giving back. I'm the Director of some fantastic charities like Abianda and Maths on Toast, and a Board Director of Thriveologie. You might have even heard some of my thoughts on ITV or BBC Radio, or read them in the Telegraph. I also draw, do a bit of improv acting and have a podcast!

Most importantly, I'm here to help you. Whether it's getting your business finances on track or just feeling more confident about your money decisions, I'm all in. Let's make your financial journey an awesome one!

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Let's Go! Sign Up Here

2-Hour Private Session

Pre-Session Assessment

Live-Jointly Built Financial Plan

Access to the Planning for Profit & Planning for Cash Series

Support With Personal Finance Matters

Access To Experts in Investment, Insurance and Property

What Happens Next?

 

Once you have completed payment, you will be redirected to schedule a time for your session.

You will be sent a confirmation email and the meeting will be added to your diary.

Have questions? Get in contact.

FAQs

What is the Financial Clarity Blitz, and who is it for?

The Financial Clarity Blitz is a specialised session designed for new businesses and startups focused on achieving sustained profitability. It's ideal for owners who want to assess their business health, envision future success, and learn actionable strategies to improve financial performance.

 

What topics are covered in the Financial Clarity Blitz?

The session covers a range of topics, including financial health checks, profit planning, cash stability, financial management systems and profit planning. It's structured to provide a comprehensive understanding of your business's financial aspects.

 

How does the Financial Clarity Blitz work?

The session follows four simple steps: sharing details about your business, receiving feedback on areas needing attention, addressing these areas together, and then receiving step-by-step instructions for future actions.

 

What preparation is required before the session?

Before the day, participants are expected to complete an online assessment to clarify their business goals and challenges. This pre-assessment helps in conducting a thorough health check of the business.

 

What can I expect on the day of the session?

On the day, there will be a detailed discussion of your business health check, creation of a cash and profit plan, a review of accounting and financial management systems, and a summarisation of next steps.

 

What post-session support is available?

After the session, participants receive a summary pack with essential information and access to the Planning for Profit and Planning for Cash series. Additionally, three months of ongoing support includes monthly coworking sessions, business review and planning, and access to tailored financial education.

 

How long is the Business Session, and what does it include?

The Business Session lasts two hours, including a short break. It encompasses a financial health check, guidance on financial management systems, profit planning and clarity on next steps and management.

 

Is there any follow-up after the initial three months of support?

Following the three-month period, participants can opt for continued support through our community and further educational resources. Details about extended support can be discussed during or after the initial support period.

 

Who will be conducting the Financial Clarity Blitz?

Krystle McGilvery, a CIMA Chartered Accountant, CBT Coach, and ILM Mentor with over 15 years of experience, will be conducting the session. She blends finance expertise with behavioural psychology to create tailored financial solutions. Krystle has received significant recognition for her work, including a Great British Businesswoman Award and being named one of the INvolve Heroes 100 Future Leaders Role Models. Beyond her professional achievements, Krystle is deeply involved in charity work and enjoys drawing, improv acting, and podcasting.

 

How can I register for the Financial Clarity Blitz?

Booking details can be found on our website or by contacting our support team at hello@wearemindovermoney.com. We recommend early registration to secure your spot, as availability is limited.

Let's Go!

Sign up using the button below and choose a date! 

Instructions will follow immediately after.

Have a Question?

Send your request using the form below or visit the Contact page to arrange a call!

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