01
Get clear on your finances
Begin with your income, expenses, cash flow and how you
organise your business money. Understand where you stand
and which areas need attention.
- Review business income and everyday spending.
- Discuss tax reserves and a buffer for quieter periods.
- Review your bookkeeping routine and use of Xero.
- Identify missing records or questions to resolve.
Paddy can guide you on a practical banking setup using
Revolut, with separate funds for business spending, tax
and reserves. The setup and tax reserve amount are
reviewed to suit your circumstances, whether you are
a sole trader or a company.
02
Review your goals and progress
What did you want to achieve over the last three months,
and where are you now? Discuss your progress with someone
who understands the business behind the figures.
- Review the priorities agreed at your previous meeting.
- Identify what is working and what is falling behind.
- Discuss obstacles and decisions ahead.
- Explore ideas relevant to your sector and stage of growth.
Paddy draws on his experience supporting similar
businesses to discuss useful approaches and ideas,
while respecting every client's confidentiality.
At your first meeting, you will establish the goals
to review next time.
03
Agree your next three months
Turn the discussion into practical priorities.
Decide where to focus your attention and what progress
you want to make before your next review.
- Agree realistic business and financial priorities.
- Identify the actions needed to move forward.
- Discuss what progress will look like.
- Return to those priorities at your next quarterly meeting.
This regular check-in gives you structure, encouragement
and accountability, with room to adjust your plans
as your business develops.
