The way we do it

We help business owners make more profit, improve cash and grow their business value through a process we’ve refined and developed over the last decade. And it works every time.

It’s a structured and proven way to:

• get your business making the right level of profit
• make sure you’re growing your cash
• consistently build the value of your business so you’ve always got the most options for your future
• enjoy life on the way

We help you to take control of your business and your future by building a specific and deliberate plan to get there.

Using our unique process, diagnostic tools and bespoke management information, we’ll support, coach and train you and your team to build a business with excellent strategic and financial skills that makes strong profit, has cash in the bank and is increasing in value.

Month after month.

Year after year.

Can we help you ?

You believe in your business. You know you’re great at what you do. But you’ve reached the limit with the financial skills, tools and information you have. You need to do something different to get your business to the next level. You want a business that makes good money consistently. You want to take away the financial stress, fear and uncertainty about your future.

You’ve tried the obvious things; you’ve asked your accountant for better information, tried to get your book keeper to step up, but it’s still not giving you what you need. You’ve tried running different reports from your accounting package, and you’ve got loads of different spreadsheets, but you know your information and skillset isn’t enough to control your business and build the secure and valuable business you want.

We can help you if….

• You’re a small business owner turning over between £500k – £5m
• You’re growing or have ambitions to grow
• You’ve got a vision of how life would be if your business could make enough money
• You want to grow the value of your business so you have the option to sell in the next 3-5 years
• You’ve got a continuous improvement approach to life and business
• You love learning and personal development
• You’re frustrated by how things are now
• You’re done with feeling stressed about your finances
• You’re ready to make strong financial control and management a part of your culture

Our particular focus is companies who plan to sell in the next 3-5 years and want to maximise the value of their business.

About Serena

I’ve been working with business owners since 2000.

In the early ‘90s 3 things happened that changed the course of my life and set me on my journey to help businesses. First I lost my home, one I’d saved hard so I could buy at 18. At 21, with interest rates at 15% I was handing back the keys. Then the amazing business I worked for went bust overnight, in 3 years we’d turned it into a £10m success and now I had to make hundreds of people redundant. Finally I watched my parents lose their dream business, a hotel in Scotland, because of the recession. I needed answers. So I set out on a mission that still drives me to this day, almost 30 years later.

My mission is to help business owners get the financial rewards, freedom and lifestyle they thought owning a business would give them, instead of a life of stress, financial worry and compromise.

I’m a Chartered Management Accountant, experienced Finance Director, and an NLP Coach. I’ve been working in finance, in and with small business for 30 years. I did my professional training with Northern Foods plc and NEXT plc. I then started and built a management accounting practice from 2000 to 2012, before selling it to set up The F Word.