Our 90-Day Onboarding Plan

How we guide your business to stress-free bookkeeping in 90 days.

Transitioning your bookkeeping shouldn't feel overwhelming. We've built a clear, structured roadmap designed to untangle your records, set up simple processes, and give you complete confidence in your numbers.

Who We Work With Bes

Established Small Businesses & Sole Traders: You want an active, reliable finance partner rather than a once-a-year accountant.

Business Owners Who Value Time: You want to run your business—not spend evenings wrestling with receipts, spreadsheets, or Xero.

Proactive Communicators: You prefer clear, honest updates and straightforward guidance in plain English.

Growth-Minded Teams: You understand that clean books and cash flow control are essential for a profitable business.

Work With Us

Busy Business. Decent Turnover. But Where’s The Profit?"

The 90-Day Growth & Profitability Programme Built Exclusively for UK Trade & Construction Owners Turning £100k to £1M+

Stop working 60-hour weeks just to watch your bank balance stay flat. We pair trade-focused financial analysis with operational business coaching so you can stop being a "busy fool" and start scaling a profitable trade business.

  • 5 Founding Client Spots Available (October 2026 Start)

  • Introductory Investment: £777 (Standard Rate £1,500+)

  • Software Agnostic: Works alongside Xero, QuickBooks, Sage, or spreadsheets

Working Harder Isn't a Business Growth Strategy

You started your trade business to gain freedom and make money. Instead, you're trapped on a relentless treadmill:

  • High Revenue, Empty Bank Account: You're turning over £200k, £500k, or £1M+, but after paying subcontractors, materials, and tax, there’s barely anything left for you.

  • Margin & Pricing Blindness: You quote jobs on "gut feel" or outdated hourly rates, never knowing your actual profit margin until the job is done.

  • The Growth Ceiling: You’ve hit a barrier in revenue, but taking on more jobs feels impossible without working every evening and weekend.

  • The Dual Gap: Your regular accountant files your year-end taxes 9 months late, but nobody is looking at your weekly job profitability or cashflow forecasting.

Financial Analysis Meets Construction Growth Coaching

Generic business coaches don't understand CIS, retainers, or job costing. Traditional accountants don't coach you on delegation, capacity planning, or sales pricing. Build & Grow gives you both.

Kelly — Business Growth

LeadJules — Finance & Profit SpecialistFocus:

Operational scaling, delegation, capacity management, and client targeting.Focus: Construction-sector job margins, pricing correction, cashflow control, and tax strategies.Outcome: Reclaim 10+ hours a week and build a business that runs smoothly without you.Outcome: Uncover hidden leaks in your job quotes and protect your net profit on every contract.

Claim 1 of 5 Founding Spots for October 2026

To launch the Build & Grow 90-Day Business Growth Programme, we are opening 5 Founding Spots at an exclusive introductory investment.

  • Investment: £777 fixed fee (Full value £1,500+).

  • Includes: 6 structured sessions across 90 days, direct access to Kelly & Jules, full job margin audit, and bespoke growth roadmap.

  • Start Date: October 2026 cohort.

Application takes less than 2 minutes. No immediate payment required.

Learn more

Your First 90 Days: What To Expect

Phase 1: Days 1–30 | Scoping, Setup & Financial Tidy-Up

We map out your current software, bank feeds, and paperwork habits. We clean up your Xero/QuickBooks, verify your VAT coding, align CIS requirements, and clear backlogs.

Result: Clean, reliable numbers you can actually trust.

Phase 2: Days 31–60 | Margin Optimization & Process Routine

Jules conducts a deep-dive job-by-job profitability audit to identify where you're losing money on materials, labour, and overheads. Kelly sets up operational delegation and quoting frameworks.

Result: Quoting on guaranteed profit margins rather than guesswork.

Phase 3: Days 61–90 | Review, Cashflow & Future Planning

We present your first clean set of management accounts in plain English, map out tax obligations months in advance, and deliver a clear 12-month scaling roadmap.

Result: Total financial clarity, zero jargon, and an organized business ready to grow.

Is the Build & Grow Programme Right for You?

THIS IS FOR YOU IF:

  • You run an established UK trade or construction company (Builders, Electricians, Plumbers, Joiners, Roofers, HVAC, Landscaping, Groundworkers).

  • Your business generates £100k to £1M+ annual turnover.

  • You employ staff or rely regularly on subcontractors.

  • You want an active financial partner and growth coach, not just a once-a-year accountant.

THIS IS NOT FOR YOU IF:

  • You are looking for cheap, bottom-dollar tax filing without business growth.

  • You are unorganized and unwilling to update basic financial records.

  • You want to stay a solo operator without taking on team members or larger contracts.