Profit & Growth

OPTIMISE PLAN

Welcome!

We’re excited to help you get your business back office optimised!

This plan is designed to give you control over your numbers, confidence in your decisions, and the success that comes from finally having a business that runs smoothly behind the scenes.

You’ll finish with a tailored 90-day plan showing exactly how to strengthen your cash flow, streamline your systems, and build a business that gives you the freedom to focus on what matters most - in work and in life.

Why You Can’t Run A Profitable Business Without This

Most business owners are losing money they can’t see, invoices missed, overpayments made, cash tied up in the wrong places, and hours wasted on admin that adds no value.

Our Optimise Plans typically uncover:

£10,000–£25,000 in hidden profit leaks every year

5–10 hours a week saved by tightening up systems and processes

That’s time and money straight back in your pocket - and the Profit & Growth Optimise Plan shows you exactly how to make it happen.

See How It Works

1. Cashflow & Data Review

Outcome: You’ll see how money moves through your business - clearly, simply, and accurately.

We’ll take 12 months of your financial data and turn it into insight you can use.

12 months of raw bank data categorised by sales, direct costs, and overheads.

12 months of raw bookkeeping data categorised by sales, direct costs, and overheads.

Comparison between real cash flow and profit figures.

Month-by-month charts showing income and spending trends.

Bookkeeping Diagnostic Report generated directly from your accounting software to assess data accuracy, consistency, and posting habits.

2. Back Office & Process Review

Outcome: You’ll uncover what’s slowing your business down and define what efficiency and your role looks like for you.

We’ll explore how your back office runs day-to-day, identify inefficiencies, and find ways to free up time and reduce stress.

Short pre-session questionnaire

Review of your current systems, admin flow, communication, and time management

Discussion on simple ways to streamline tasks and strengthen financial processes

3. 90-Minute Optimise Session

Outcome: You’ll leave with a clear understanding of what to fix, what to focus on, and how to move forward with confidence.

We’ll bring everything together in one focused 90-minute meeting (in-person or via Zoom).

Review your cashflow and diagnostic data side-by-side

Discuss trends, anomalies, and opportunities for improvement

Explore practical ideas to optimise systems, time, and communication

Agree clear priorities for your next 90 days

What We'll Need From You

To get started, please provide:

Payment for the invoice attached to your email

12 months of raw bank transaction data (CSV format) Using the link in your email

Access to your bookkeeping software (Xero or equivalent) Please add '[email protected]' as an admin user

Completed Optimisation Questionnaire, this is available in your client portal.

Once we receive everything, we’ll confirm your meeting date and begin preparing your reports.

Timeframe

Report Preparation: Within 14 days of receiving your data and questionnaire and sent to you for review a week prior to the meeting, this give you time to review and bring any questions with you

Optimise Meeting: Scheduled within 21 days of receiving your information

Let's Get Started

First Name *

Last Name *

Organisation to address invoice to *

Phone *

Email *

Where did you hear about the Optimise Plan? *

What has made you sign up to the Optimise Plan? *

You’re securing your spot with a Profit & Growth Optimise Plan - an in-depth focus on your current business position.

Once registered, you’ll receive your confirmation, event details, and some prep tips to get the most from the day. You’ll also be automatically added to our Profit & Growth newsletter, packed with practical advice, tools, and updates to help you keep building momentum long after the event.

Your details are used only to confirm your place, process payment securely, and send you updates and resources from Profit & Growth Accountants. We’ll never sell or share your information with anyone else.

All data is handled in line with UK GDPR and the Data Protection Act 2018.
You can unsubscribe from the newsletter at any time, and you’ll find full details in our Privacy Policy or by emailing [email protected].

What Our Clients Say

"Eye Opener"

"The Optimise Plan was a real eye-opener.

I finally understood where my cash was getting stuck. Within weeks, we’d freed up cash, improved our systems, and I actually feel in control now - not just guessing.

Nicola makes it simple, practical, and it works"

-Anon

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