• £2,000 +VAT one off investment.

• Health check on company book-keeping, with recommendations for improvement.

• Profit Assessment on your business's financials.

• Calculation of Current Allocation Percentages.

• Recommended roll-out plan for Target Allocation Percentages for the next 8 quarters.

• 1 hour presentation of findings on Zoom.

• Follow up meeting 30 days later to assist on recommendations and their implementation.

Other Key Points:

If the Destiny or Destiny + programmes are subscribed to within 60 days of completion, the full amount is credited against invoices over 12 months!

Month 1 — Get Clear & Get Real:

• Bookkeeping Health Check: We’ll roll up our sleeves and dig into your books. You’ll get clear, no-nonsense recommendations to tidy things up and make life easier.

• Profit Assessment: See exactly where your money is going — and where it’s leaking away.

• Current Allocation Percentages: We’ll calculate your CAPs so you know your real starting point.

• Zoom Session #1 (45 mins): We’ll kick things off together, gather what we need and map out your Profit First journey.

Month 2 — Build Your Profit Plan:

• Target Allocation Plan: Together, we’ll build a practical, realistic roll-out plan to shift you from where you are now to where you want to be — over the next 8 quarters.

• Zoom Session #2 (45 mins): We’ll unpack the plan, tweak the details and answer all your questions so you feel confident to roll it out.

• 1-Hour Presentation: We’ll share your full Profit First roadmap in a clear, jargon-free session on Zoom.

Month 3 — Take Action & Stay on Track:

• Zoom Session #3 (45 mins): It’s time to get moving! We’ll support you as you start implementing your plan, tackle any hurdles and build momentum.

• 30-Day Follow-Up: We’ll check in 30 days later to see how things are going, keep you accountable, and make sure Profit First is firmly in place.