Direct access to a decade of expertise.
For clients who want more than a guide — from IR35 finance reviews, property investment consultation to AI automation implementation and ongoing consultancy.
Get clarity on your IR35 position, tax structure, and take-home optimisation in one focused session.
Contractor Finance Review
PRICE: £175 per session
60-minute video call (Zoom or Teams) + written action plan delivered within 48 hours
What we cover:
Full review of your current IR35 contract and working practices
Assessment of your salary, dividend, and pension strategy
VAT scheme review — are you on the right one?
Expense audit — what you're missing and what to stop claiming
Personalised written action plan: 5–10 specific steps to implement
Who this is for:
Contractors approaching a contract renewal, those who have received an IR35 SDS from a client, newly incorporated contractors, or anyone who wants a qualified accountant's eyes on their overall financial setup.
DISCLAIMER: This session provides financial guidance from a qualified accountant and should not be treated as a substitute for regulated financial or legal advice.
AI Automation Implementation
We design, build, and implement custom AI workflows for your specific business — you reclaim the hours.
New Service
Discovery call → scoped proposal → build → handover and training
What we build:
Automated invoicing and expense categorisation workflows
IR35 documentation and contract tracking systems
Client onboarding and proposal generation sequences
Rent collection reminders and property management automations
Meeting-to-action-items pipelines using AI transcription
CRM auto-update and follow-up sequences
Financial reporting dashboards with automated data feeds
Custom AI chatbots for client-facing FAQ handling
Tools we work with:
Claude | Zapier | n8n | OpenAI API | Notion | Airtable | Google Workspace | Microsoft 365 | Slack | HubSpot
Our process:
Discovery call (free, 20 minutes) — understand your current workflow and identify automation opportunities
Scoping session (£297) — map the full automation architecture, agree on tools, produce a written specification
Build and implement — we build the automation, test it, and connect it to your live systems
Handover and training — we walk you through the system and provide documentation
Optional: monthly maintenance retainer for ongoing support and iteration
Typical ROI:
Most clients reclaim 5–10 hours per week in automatable admin. For a contractor billing at £600/day, that is worth £3,750–£7,500 per month in reclaimed billable capacity — or simply the freedom to stop working evenings.
Property Finance Consultation
Clarity on buy-to-let structure, Section 24 impact, and portfolio tax efficiency — from a qualified accountant.
What we cover:
Personal vs limited company (SPV) ownership analysis for your specific situation
Section 24 mortgage interest restriction — calculating the impact on your returns
SDLT surcharge implications and planning
Capital Gains Tax on disposals — calculation and planning
Income extraction from property holding companies
Mortgage financing options for limited company portfolios
Premium Session
£150
/ session
60-Minute
Interactive Video Call
Summary Note
Delivered within 48 hours
DISCLAIMER: This session provides financial guidance from a qualified accountant. It does not constitute regulated financial advice. Mortgage and investment decisions should always involve a suitably qualified independent adviser.
Free Discovery Call
Not sure which product or service is right for your situation?
Let’s talk.
PRICE:
FORMAT:
20 minutes via Zoom or Teams
Free — no obligation
In 20 minutes I can understand your situation, tell you honestly whether one of our products or services will help, and point you in the right direction — whether that's a £37 download or a £750 automation build.
No pressure. No upsell scripts.
How working with us looks.
Book a free discovery call — 20 minutes to understand your situation
Receive a clear recommendation — the right product, service, or combination
We deliver — download, session, or automation build as agreed
Implement — with our written action plan or automation documentation as your guide
Ongoing support — through the monthly newsletter, community, or retainer if needed