Real Conversations About Business Finance

Every month we host live sessions where actual business owners share what's working for them. Not sales pitches—just honest discussions about handling finances when you're trying to grow a company.

These started because people kept asking the same questions after our consultations. Why not bring everyone together and tackle them as a group? Turns out, most business owners are dealing with similar headaches.

September 12, 2025 • 2:00 PM

Cash Flow Planning Without the Spreadsheet Chaos

Honestly, most cash flow templates are overkill. We'll walk through a simpler approach that one of our clients built for their retail business—takes about 20 minutes a week to maintain.

Expect practical tips, not theory. And yes, there'll be time for your specific questions.

October 8, 2025 • 10:30 AM

When to Actually Hire Someone vs. Automate

This one's led by Freya Hargrave, who runs a marketing agency in Edinburgh. She's made both mistakes—hiring too early and automating the wrong things.

We'll break down the real costs and what to consider before making either move. Plus, she's sharing her workflow templates.

November 19, 2025 • 3:00 PM

Managing Multiple Revenue Streams

When you've got several income sources, tracking everything gets messy fast. We'll show you how three different businesses handle this—from consulting firms to product-based companies.

Bring your laptop if you want to follow along with the setup.

December 3, 2025 • 1:00 PM

Year-End Planning That Doesn't Take All December

Let's be real—December is already hectic. This session covers how to wrap up your financial year without losing your mind or pulling all-nighters.

We'll focus on what actually matters and what you can skip until January.

Freya Hargrave leading a business finance discussion

Who's Actually Running These?

Usually it's me, alongside guest speakers from our client network. People like Freya, who's been through the trenches with her agency and isn't afraid to talk about what didn't work.

Sometimes we bring in accountants or legal advisors when questions get technical. But mostly it's business owners sharing real experiences—the kind of stuff you don't find in textbooks.

Each session runs about 75 minutes. First half is presentation and examples, second half is open discussion. Come with questions—that's the whole point.

Ask About Next Session

Join From Anywhere

All sessions are online—no need to schlep to an office. We record everything, so if you can't make it live, you'll get access to the replay. Most people join from their kitchen table with coffee. Business casual not required.

What We Actually Cover

Automation Tools That Don't Break

We demo the software we actually use and recommend. Not sponsored—just the tools that haven't frustrated us yet. Focus is on integration and reliability rather than fancy features.

Reading Financial Reports

Balance sheets, P&Ls, cash flow statements—we break these down in plain language. By the end you'll know what numbers to watch and which ones don't matter as much as you think.

Tax Planning Throughout the Year

Waiting until March is stressful. We'll show you how to handle tax considerations quarterly, so you're never scrambling. Real examples from UK businesses, specific to how things work here.

Pricing Your Services Properly

Most people underprice out of fear. We'll walk through a framework that accounts for your actual costs, time, and market position. Then you can decide what makes sense for your business.