Build Your Business Financial Roadmap

Budgeting and Cash Flow Management for Your Creative Business to help you make better financial decisions and make more money to fund your ideal lifestyle

 Poor management of '....cashflow is responsible for up to 90 percent of small business failure' - small

Managing the Money-Side of Your Business is Vital For Sustainability and Survival.  

'I learned a great deal about how to put profit first, plus how to keep my artistic integrity and pursue the gap between a financially viable commercial photographic career and a flourishing art practice.
Thanks for the financial documents - these are great! It’s really helpful to see these figures down on paper; it frees up space in my head to get on with the creativity!! Finally, I can see a financial future!'
—Karen Roswell Photography for the Soul

Build Your Business Financial Roadmap

Your Solid Path to Profits to Fund Your Creative Passion

In this program, you will learn how to:

  • Understand your numbers. You'll also know what questions to ask your accountant so that you delegate and not abdicate your financial management

  • Plan your profitable pricing strategy for existing and future services & products. You will also understand your company's margin to see how your business can be more profitable and not inadvertently undercharge and be making a loss without realising it. 

  • Use your sales & expenditure forecast to test your ideas and help you lower risks and seize opportunities

  • Get paid quicker. Many businesses delay invoicing for their services and when they do they might not don't get paid. We'll advise on payment terms so that you get cash in faster.

  • Save on late fees and penalties. We'll show you how to   easily monitor your money on a regular basis so all deadlines are met

  • Do regular expenditure analysis to see where you can reduce or align costs to meet your profit goals and achieve your vision 


4x 60- minute sessions by Skype or Zoom.  We will have one Skype/Zoom session per fortnight. I will also be working on your budget and cash flow forecast in between our sessions. 

You will have email support in-between sessions.

You will receive a funky welcome pack and we will begin with a vision session. During the session, together, we will design your ideal business model and determine where you want to be in 1-3 years.

I will do a fitness test on your company's existing financial condition by doing an analysis of your profit and loss account, balance sheet and cash flow statement. You can print these from your accounting software or give me temporary access.

I will talk you through my analysis in plain English, not 'accountantese' so that you know what story your numbers are telling about your business. 

Together, we will then start preparing your dynamic rolling budget and cash flow forecast, with best and worst case scenarios.  I will finish them and input the budget to Xero or a dedicated cash flow software.

I will also show you how Xero can be updated regularly with actual figures and compared to the forecast to monitor your progress towards your goals.

Your dynamic budget and cash flow forecast will be living tools that put you in the know about your creative business, keeps your finger on the pulse and help you make better financial decisions. 

Build a Financial Roadmap for Your Business


Ally O'Meally-Watson, The Business Finance Coach and Chartered Management Accountant for Creative Women Entrepreneurs


Investment: Just £1497 or pay in installments of £375 per month for 4 months. 

Guarantee: If after the first two sessions, you find that this program is not what you need, you can cancel the program and not be liable for further payments.

Optional: Subject to availability, we can also be your ongoing Strategic Finance Coach. We will do/review your monthly bookkeeping, keep your budget and forecasts updated based on new events, prepare monthly management reports. I will also have a 30 minute monthly Skype/Zoom meetings with you to explain the numbers without complicated jargon and to brainstorm.

You will have information about how your business is doing compared to the original budget and how it might do for the rest of the year. This is different from accountancy. We aim to be your financial ally in your creative business.

The monthly fee for ongoing Strategic Finance Coaching is from just £197. There is no tie-in period.

Email ally@businessbright for more information on building your Financial Roadmap