The Wealth Clarity Day
The end of not knowing. One deep-dive day, 1:1 with a qualified accountant, to untangle your business and personal money, find exactly where it's leaking, and leave with a 90-day plan built around your real numbers.
£1,497 · diagnostic, 1:1 intensive, report, plan and workbook all included
Not sure it's the right fit? DM me on Instagram
money, finance and tax
Everyone thinks you're smashing it. Nobody sees the 3am maths.
The diary's full. Money's coming in. Clients love you. And still, when someone asks what you pay yourself, or what your tax bill will look like in January, the honest answer is "genuinely no idea."
Maybe the VAT pot quietly became the "just this once" pot. Maybe you take money out in dribs and drabs, because looking at the real number feels heavy. Maybe there's a brown envelope on the side that you'll open when you feel braver.
You've tried to sort it. A new spreadsheet. A budgeting app. A course that never quite stuck. You've been carrying this on your own for a long time, and you're tired of it.
You were NEVER bad with money.
You've built a business people pay for and come back to. That takes skill, grit and real commercial sense. The gap isn't you. Nobody ever taught you money, finance or tax, because school never taught it to anyone.
For women, it goes back further. Until 1975, a UK bank could legally turn you down for an account or a loan unless a man signed for you. Most of us have no line of mothers and grandmothers who showed us how to do this well, so we've been writing the rules as we go. And you've done brilliantly, writing them on your own.
That's not a failing. It's a gap nobody named. And a gap can be closed, one clear conversation at a time.
Bring me everything that's keeping you up at night.
It might be one thing. It might be five things all tangled together. A Clarity Day is made for you if you're...
- Opening a second business and want the money side set up right from day one
- Weighing up a move from sole trader to limited company
- Still reeling from a tax bill you didn't see coming, and determined it won't happen again
- Heading for the VAT threshold (a wealth milestone, by the way), or already registered and not sure you're managing it right
- Looking at a profit figure that doesn't match the cash in your account
- Ready for a Money Leaks™ Audit, but done with trying to do it on your own
- Carrying money stress that's spilling into everything else, and wanting to feel back in control
You've been trying to work it out by yourself and you can't carry it alone any more. So we sit down and do it together, with real support and accountability on the day.
"I've learned more in one hour with you than I have in fourteen years of business."Client feedback
Where you are now, and where you'll be.
"I will save at least $200,000 in 2026." Her words, after our 1:1.
- $200,000+she expects to save in 2026
- Every one of those realisations came from our 1:1 deep dive
- Now ready to go deeper and keep working together
This isn't a 2.5-hour Zoom. It's a whole process: before, during and after.
Your Financial Diagnostic
You fill in my diagnostic and share your numbers. I go through everything properly, so by the time we sit down I already know where to dig. I look at:
- Your business numbers, and where the cash is actually going
- How your finance set-up fits together: accounts, software, reports and who does what
- The gaps: tax, VAT or structure questions still sitting at the back of your mind
- Your money leaks
- Your personal finances, because they're tangled up with the business whether we like it or not
- Whatever else is feeding the stress
Your 2.5-hour 1:1 intensive
Just us, on Zoom, with your real figures on the screen and every question on the table.
- Your Three Numbers (revenue, profit and cash) mapped to your business
- Your Money Leaks™ Audit, with your biggest leak named and costed
- Straight answers on the decisions you've been putting off
- Your 90-day action plan, built live, together
Clarity you can keep
You don't leave with a head full of notes. You leave with it written down.
- Your written one-page Wealth Clarity Report
- Your 90-day action plan
- The Wealth On Your Terms Workbook, the same one my private clients use
Want to keep going? Your full fee comes off The Wealth Academy if you join within 7 days of your day.
What we've actually worked through on Clarity Days.
Every day is built around the woman in front of me. Here's a flavour of what recent Clarity Days have covered:
- A VAT plan ahead of the £90K threshold, including what can be reclaimed from before registering
- Whether a new course or venture should sit in a separate business, and how to set it up properly
- Automated tax pots, plus what payments on account are and why the January bill looked so big
- A Magic Number: the monthly revenue target that covers business, personal and savings goals
- Which service is genuinely the most profitable per hour, and where to point the marketing
- A plan for clearing debt while building an emergency fund
- Making sense of the reports already coming in, so every number means something
- The mindset blocks keeping the bank balance stuck, and the systems that shift it
She found her money leaks and freed up 3 months of expenses.
- £12.6K monthher highest cash months
- Selling out her offers
- 2x return on investment in 5 weeks
I know this feeling from the inside.
For years I was a qualified accountant who was brilliant with everyone else's numbers, while charging £15 to £20 an hour and avoiding my own worth. Knowing the numbers inside out didn't stop me feeling stuck.
What changed it was realising there are three sides to feeling confident with money: the money itself, finance and tax. Thanks to my qualifications, finance and tax were never the problem. Money, the pricing and self-worth part, I had to learn for myself. Building my Magic Number Framework is what closed that gap, and it grew my business from £6K a year into six figures.
Now I bring both sides to your Clarity Day. I have over 20 years as a qualified accountant across three continents, including managing the finances of more than 220 businesses inside a $400 million turnover shopping centre, and my own award-winning accountancy practice.
I'm also wired to spot patterns. I read your numbers and the woman running the business at the same time, so we get to the answer fast, and without judgement.
It's 90 days after your Clarity Day.
You open your banking app without bracing yourself first. Your tax money is sitting in its own pot, untouched, and you know roughly what January will look like.
When someone asks what you pay yourself, you have an answer. It's a number you chose on purpose, and the business can afford it.
The decision that kept you up at night (the second business, the restructure, the VAT question) has been made, with real figures behind it.
And the biggest change isn't on a spreadsheet. It's how much lighter you feel, because you stopped carrying it on your own.
She saw the true size of her money leaks for the first time, and was floored.
- Realised the scale of money quietly leaking out each month
- Finally understood where her spreadsheets weren't telling the whole story
- Left with a clear before-and-after picture of her finances
Where the Clarity Day fits.
The Wealth Academy
For when you want to learn the whole system, step by step, alongside other women building wealth on their terms.
About the AcademyThe Wealth Clarity Day
For when you'd rather work 1:1 on what's in front of you right now, without committing to ongoing support yet.
See what's includedThe Strategic CFO Partnership
For £25K+ months and more complex structures, when you want a CFO in your corner every month.
About the CFO PartnershipStart here, go further. If your Clarity Day leaves you wanting more, your full £1,497 comes off The Wealth Academy when you join within 7 days of your day.
Everything that comes with your Clarity Day.
Pay in full£1,497
- Pre-session Financial Diagnostic, reviewed by me before we meet
- 2.5-hour 1:1 Zoom intensive with Gemma
- Your Three Numbers, mapped to your business
- Money Leaks™ Audit, with your biggest leak named and costed
- Your 90-day action plan, built live
- Written one-page Wealth Clarity Report
- The Wealth On Your Terms Workbook
- Your fee credited to The Wealth Academy if you join within 7 days
Secure checkout · Usually booked within two weeks
Not sure yet? DM me on Instagram
Your questions, answered
What is the Wealth Clarity Day?
A 1:1 deep dive into your business and personal finances with me, a UK qualified accountant. It starts with a pre-session Financial Diagnostic, then a 2.5-hour Zoom intensive, your Three Numbers mapped, a Money Leaks™ Audit, a 90-day action plan built live, your written Wealth Clarity Report and the Wealth On Your Terms Workbook. It's £1,497, paid in full.
Is my business big enough for this?
The Clarity Day is designed for business owners making £3K to £50K+ months, whether you're a sole trader or a limited company. If you're not yet at consistent £3K+ months, you'll get more from focusing on revenue first. This day is about understanding and protecting the money you're already making.
I'm embarrassed about the state of my numbers.
So many women I work with feel some version of that before their day. I look at numbers to diagnose, never to judge. Whatever state they're in right now is exactly what the day is for. You don't have to tidy anything up before you book.
I don't really have time right now.
I hear you. Your part is filling in the diagnostic and showing up for 2.5 hours on Zoom, at a time that works for you. I do the deep work before and after. Not knowing where your money is going quietly takes up far more time and headspace than that, every single month.
Why a Clarity Day and not the Academy?
If you'd rather work 1:1, on your own numbers, with nobody else in the room, the Clarity Day is the place to start. The Wealth Academy is group mentorship, for when you want to learn the whole system over time alongside other women. Plenty of women do both: your full Clarity Day fee comes off the Academy if you join within 7 days of your day.
Is this regulated financial advice?
No. Your Clarity Day is financial education and strategy for you and your business: your numbers, your tax position, your structure and your plan. It isn't regulated investment, pension or mortgage advice, and if you need that I'll tell you who to speak to.
Will you do my bookkeeping or tax return?
No. This is financial clarity and wealth strategy. Bookkeeping and tax returns stay with your accountant. What I do is show you where every pound is actually going, name your biggest leak and build you a plan to fix it.
What happens after my Clarity Day?
You leave with your report, your 90-day plan and your workbook. If you want ongoing support, your full fee comes off The Wealth Academy when you join within 7 days of your day. If you're at £25K+ months with a more complex set-up, we can talk about the Strategic CFO Partnership.
How soon can I book?
As soon as you're ready. Once you book, I'll send your Financial Diagnostic and we'll agree a date together, usually within the next two weeks.
You've built something brilliant. Now let's make sure you keep it.
Bring me everything you've been carrying on your own. We'll look at it together, properly, and you'll leave knowing where your money is going, what to do next, and that you're not doing this alone any more.
Not sure it's the right fit? DM me on Instagram