Working with an Expert

Our diagnostic process helps to identify both your businesses strengths and opportunities for support. Many businesses can benefit from the one-to-one mentoring and online group coaching we offer.

Online Group Coaching

Through our group coaching sessions we will help you unlock the valuable knowledge your business data contains.

Financial Planning for Non-financial Entrepreneurs

Ensuring your business finance and accounting systems are robust is vital as business owners strive to sustain and grow their companies through and beyond the current economic challenges. Having an understanding of finance and accounting is key to driving the success of your business.

Our Working with an Expert programme aims to demystify accounting language so you are in control of the financial performance of your business and are using your financial data to make better, more informed decisions.

During the online group coaching sessions you will be provided with the tools necessary to interpret and manage accounting information and, for those that hire an accountant, to have a better understanding of what the professionals are telling you and to evaluate the guidance they give. You will learn how to apply key tools and techniques such as profit and loss statements, double-entry book keeping and break-even analysis to help you manage your business better.

The online group coaching sessions will be useful for business owners and managers who want to ensure their business planning and growth is based on a sound financial footing, and is geared towards anyone without a finance or accounting background.

Join us for 3x3-hour sessions from 1.30pm to 4.30pm on the 7th, 14th and 21st of April 2021.

Rachael Giordani, Financial Director of Pioppo Limited, said:

“My colleague and I really enjoyed the course. It helped us review our current book keeping activities. It also improved our knowledge on the terminology used in accounting, which allows us to have more meaningful conversations with our accountant.

I loved the session yesterday on ‘Costing and Forecasting’ – I have lots of ideas which I’ll be implementing in the business over the next few weeks.

A great programme for any non-finance directors or management.”

Enquire now

(Download the 'Financial Planning for Non-financial Entrepreneurs' leaflet)

Improving Business Performance with Microsoft 365

Many of us now subscribe to Microsoft 365 (previously Office 365) as a way of buying Word, Excel, PowerPoint, and Outlook etc. While it offers a cost-effective way of buying these everyday Apps, it also offers a huge range of business tools that can help you overcome those everyday issues that most of us face at work.

These sessions are designed to highlight the day-to-day activities that can be enhanced by using tools you may already have as part of your subscription.

This Working with an Expert package will enable you to look at controlling documentation and paperwork, automating repetitive tasks, digitising paper forms, and collaboration with colleagues and team members.

During the online coaching sessions, we will be highlighting business challenges we all face and showing how Microsoft 365 can help eliminate many of the issues and bottle necks found in organisations of all sizes. We will be taking real life examples and demonstrating how Microsoft 365 is able to improve or remove these barriers to productivity.

The sessions will have a business rather than technology focus and will be useful for business owners and managers by showing you how you can become more productive by taking an informed approach to digital working.

Some of the topics Francis will be covering:

  • Control and manage documents created internally and received from customers, suppliers and business partners.
  • Secure and controlled access when working remotely.
  • Scan and file paperwork easily from mobile devices.
  • Digitise paper forms to reduce data keying and timescales.
  • Automate recurring renewals.
  • Easily share documents with other team members.
  • Assign and track tasks with other people in your organisation.

Join us for 3x3-hour sessions from 9.30am to 12.30pm on the 12th, 19th and 26th of May 2021.

Enquire now

(Download the 'Improving Business Performance with Microsoft 365' leaflet)

1:1 Mentoring

We can offer you a free 'up to 9-hour mentoring package' worth up to £1,200 to strengthen your business in areas that you want to explore. Our mentoring sessions can help you focus on a specific issue, providing honest feedback and new solutions you might not have considered previously.

Your package can be focused on one singular theme, or multiple themes. To make up the 9 hours you could choose 3 themes x 3 hours, spend 6 hours on one theme and 3 hours on another, or have the whole 9 hours dedicated on the theme that you want to improve.

The following sessions are currently taking place on Microsoft Teams or Zoom.

Leading Change

The survival and growth of businesses rely on the ability of their leaders to navigate the challenges that arise within their business and in the external environment.

The Covid-19 pandemic has brought additional challenges to business and at this particularly difficult time it is even more important to pause, take stock and reflect on the best actions to take to bring about the changes required.

Leaders can benefit from having a sounding board with whom they can exchange ideas and develop plans for putting those ideas into action. Through 1:1 mentoring businesses will gain fresh perspectives on their own organisational challenges.

The 1:1 mentoring sessions will be useful for business leaders that want to take their organisation in a new direction or do things differently and want to ensure they bring their staff on that journey with them.

Anita, the expert, can help businesses to:

  • Identify the models for change management best suited to delivering the changes businesses want to see in their organisation;
  • Develop and recognise key talent;
  • Understand and identify those who are resistant to change and how to deal with that positively
  • Recognise the importance of their role as the leader of change and their own behaviours

Enquire now

(Download the 'Leading Change' leaflet)

Reviewing your Operations and Processes

Operations and processes are crucial to the every-day running of business and directors want them to run as smoothly as possible. This is especially important if they rely on a supply chain coming in and out of their business, as well as delivering goods and services to their customers.

But sometimes businesses may feel overwhelmed about what changes they want to make to their business to streamline and make efficiencies, try to become paperless, introduce new technology or address issues which have been flagged.

1:1 mentoring sessions will be useful for business decision makers and leaders who want to identify efficiencies and improvements within their operations and processes but perhaps do not know where to start looking. Or maybe they have priorities to start implementing, but want to know what other tools are out there to help them. This could include making changes for resilience, finding new projects or considering new processes for the future.

Sian can help businesses with:

  • How to complete and document a process map(s)
  • Getting staff involved and on-board with improvement projects
  • How to implement continuous improvement
  • How to apply Agile techniques in the business including implementation of a Kanban board
  • How to identify improvement opportunities
  • Tools to use from Lean Six Sigma – Define, Measure, Analyse, Improve, Control (DMAIC)

Enquire now

(Download the 'Reviewing your Operations and Processes' leaflet)

Making Your Website an Effective Marketing Channel

Many challenges have arisen for businesses in 2020 as a result of the pandemic, one of which is how to keep pace with the significant increase in online business transactions that are taking place. With so many customers and potential customers now online, it is essential that businesses do not overlook this rapidly expanding marketplace.

Businesses need to make sure their website is an effective channel to take advantage of the ever-increasing marketplace of prospects online. There are a variety of tools available that will enable businesses to understand what customers are looking for; how to make businesses accessible to the target audience they are trying to reach to offer their products and services; and how their digital strategy can help them move ahead of their competitors.

In their 1:1 mentoring sessions, Fred can bring his wealth of experience in digital marketing to help them review their digital offering and devise a plan to develop their digital strategy and use of data. The 1:1 mentoring sessions will be useful for business leaders and marketing managers who want to ensure that their website is an optimised and effective marketing channel, and increase their understanding of what customers are looking for through the use of data.

Fred can help businesses with:

  • Google Analytics
  • Google Ads campaigns
  • Search Engine Optimisation

Fred will be able to provide hands-on support to implement/optimise Google Analytics and entry-level Search Engine Optimisation in their business as well as share a number of tips and tricks to optimise their webpages to create fresh and relevant content to attract potential customers to their website.

Enquire now

(Download the 'Making Your Website an Effective Marketing Channel' leaflet)


Small businesses will be crucial in driving economic renaissance in the UK. As the economy has been fundamentally reshaped by the pandemic, businesses will need a clear strategy to help them emerge and prosper in what is likely to be a very different landscape.

A strategy will provide a clear roadmap and will define the actions a business should and should not take to achieve their goals. As business owners and managers find that the world has changed, they will need to think creatively to ensure the vision for the company, its goals and values are relevant in this new landscape.

Through the 1:1 mentoring session, business leaders can benefit from expert support to review their goals, business models, and markets to develop a clear and concise plan for success and avoid depending on blind luck.

Anita can help you to:

  • Develop an environment that encourages creative thinking and alternative ideas
  • Help establish a project team and facilitate its work
  • Help with focusing on desired outcomes and strategic goals/objectives
  • Work with you to identify the full consequences of proposed activity
  • Understand the impact on the business and its staff, of any significant changes that emerge from a strategic review
  • Test the resilience of the strategy

Enquire now

(Download the 'Strategy' leaflet)

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