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Services

Financial management services and pricing in Edinburgh.

Choose the format that fits your schedule. Every service includes an action plan, templates, and a follow-up summary to keep the work moving after the session.

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How to choose

Pick the depth that matches your goals.

Individuals often start with the Budget Reset Workshop, while founders benefit from the Small Business Finance Clinic. The Monthly Check-in keeps the plan accurate as income changes.

Review the method
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Budget Reset Workshop

A guided workshop to rebuild a monthly budget and plan for irregular costs.

£295
Cashflow Mapping Session

A detailed cashflow map for the next 90 days with contingency steps.

£415
Small Business Finance Clinic

Two focused sessions for owners who need clearer operating costs and revenue forecasting.

£565
Monthly Budget Check-in

A short session to review targets, adjust categories, and lock in new goals.

£98
Team Finance Essentials

A team-focused workshop to improve cost awareness and align priorities.

£745
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What happens after you book

You receive a short intake guide, a checklist for documents, and the draft plan outline so the session time stays focused.

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