ONGOING 1:1 SUPPORT FOR ESTABLISHED BUSINESS OWNERS
Engagement & Selling
day three
Self-Belief & Sales Psychology
day one
Audience & Leverage
day two
Why this works
The Add a Zero method is about systems, not sleaze. Volume, not burnout. Premium positioning, not polite pricing.
You don’t need a giant audience or a daily content grind. You need a strategy that stacks the odds in your favour — and a system that sells for you.
Consistent £25K+ months, whether that’s through one business or several income streams. On paper , this should feel like success. But privately?
You’re still the one lying awake doing the maths. Still not entirely sure what’s sitting in the business versus what’s actually yours. Still getting a Corporation Tax bill or a VAT bill that lands like a surprise, from an accountant who took three weeks to reply and gave you three lines back when you asked why .
You’ve tried asking questions. You’ve been made to feel like you’re asking too much, or like the answer was too complicated to explain to you. So you’ve stopped asking. You just pay it and hope it’s right.
This isn’t a revenue problem. You’re already earning it. This is a control problem, and it has a structural fix.
You’ve built something real. ...
From this
To this
From this
To this
From this
To this
From this
A clear, tax-efficient extraction strategy built around your actual numbers, reviewed every month.
To this
This Is Not a Clarity Day.
It’s Not a Course.
It’s Your CFO.
Consistent £25K+ months, whether that’s through one business or several income streams. On paper , this should feel like success. But privately?
You’re still the one lying awake doing the maths. Still not entirely sure what’s sitting in the business versus what’s actually yours. Still getting a Corporation Tax bill or a VAT bill that lands like a surprise, from an accountant who took three weeks to reply and gave you three lines back when you asked why .You’ve tried asking questions. You’ve been made to feel like you’re
asking too much, or like the answer was too complicated to explain to you. So you’ve stopped asking. You just pay it and hope it’s right.
This isn’t a revenue problem. You’re already earning it. This is a control problem, and it has a structural fix.
From this
You’ve built something real. ...
This Is Not a Clarity Day. It’s Not a Course. It’s Your CFO.
From this
From this
To this
To this
To this
From this
From this
To this
A clear, tax-efficient extraction strategy built around your actual numbers, reviewed every month.
The Strategic CFO Partnership is my highest level of support: an ongoing, one-to-one CFO relationship built on The Money Method, my five-pillar framework for business owners who are past the point of needing to be taught the basics and need someone to actually run this alongside them.
This is for the business owner earning £25K+ a month who has outgrown “just having an accountant.”
Someone who needs a second set of eyes that are actually on their side, someone who will chase, question and hold their accountant accountable, and someone who will not let a single pound move without a reason.
You’re not hiring a bookkeeper. You’re not hiring a course. You’re hiring a Strategic CFO.
WHAT IS THE STRATEGIC CFO PARTNERSHIP?
WHATS INCLUDED?
✓Initial deep-dive session to map your full financial picture, across every entity
✓ Your personalised 90-day plan, built around the five
pillars and sent after your first session
✓ Monthly 1:1 review session, structured around the Money Method
✓ Direct management of your accountant relationship on your behalf, including chasing, questioning, and holding them to what they’re paid to deliver
✓ Tax liability provisioning and cash flow mapping, updated monthly
✓ The Money Leaks Framework diagnostic, with real figures attached
✓Personal extraction strategy , reviewed and adjusted as your numbers change
✓ Direct access between sessions for anything urgent
THE FIVE PILLARS
2
CORPORATION TAX AND STRUCTURE PROVISION
Monthly Corporation Tax calculations, so you always know what’s owed, when, and whether your current structure (single entity, multiple entities, group) is actually working for you or costing you.
3
THE MONEY LEAKS FRAMEWORK
A full diagnostic of where money is leaving your business or businesses without a clear return. Unnecessary costs, inefficient structures, missed extraction opportunities. We find the leaks and we close them.
4
PERSONAL EXTRACTION AND MAGIC NUMBER ALIGNMENT
The most tax-efficient way for you to take money out of your business, whatever your structure. Salary , dividend, pension and expenses, built around your actual numbers, so every pound you take is working as hard as it can.
5
MONTHLY FINANCIAL CHECK-IN
A structured monthly review where I check that your accountant is actually delivering the P&L, cash flow position and tax figures they’re being paid to produce. You get the numbers, know what they mean, and have the questions ready to hold them to it.
1
TAX LIABILITY BUILT AGAINST CASH FLOW VAT, PAYE AND CT
Provisioned monthly and mapped directly against your cash flow. Every liability known, planned for and ringfenced before it becomes a problem. No more surprise bills.
Gemma Heard
About
I’m a fully qualified accountant who’s managed businesses generating over £400 million in revenue with £37 million in profit. I’ve sat inside companies that look successful from the outside and quietly aren’t, and the ones that genuinely are. I know the difference instantly.
I also know what it’s like to rebuild from nothing. I’ve used these exact frameworks to build my own financial clarity from scratch, and I now use them every day with business owners who are earning well and still not sure where it’s all going.
The Strategic CFO Partnership is not a taster and it’s not a curriculum. It’s what I actually do, every month, for the businesses I work with directly.
This IS for you if...
✔️You’re consistently earning £25K+ months, whether that’s one business or several
✔️You know money is leaking somewhere and you’re tired of guessing where
✔️Your accountant is hard to work with, often because they’re slow to reply , slow to deliver , or both, and
you’ve quietly stopped trusting them as a result
✔️You want someone reviewing your numbers every month, not once a year at year-end
✔️You may have more than one entity , income stream, or director , but that’s not a requirement, just common at this level
✔️You’re done managing this alone and ready to hand the oversight to someone who will actually chase it down for you
This ISN'T for you if...
✔️You’re still building toward consistent revenue (The Wealth Clarity Day or The Wealth Academy will serve you better first)
✔️You want to learn to do this yourself in a group setting, rather than have it managed with you 1:1
✔️You’re looking for a bookkeeper or someone to do your compliance filings, that’s what your accountant is for
monthly retainer
Starting from £1500
Starting from £1,500 / month, rising to £2,500+ / month for multi-entity or joint-director structures, confirmed on your Discovery
Call.
Initial Commitment: 3 months minimum
Payment: 1st of each month
Ongoing: Rolling monthly thereafter , cancel with 30 days’ notice
First Session: Booked upon receipt of first payment
The Investment
STARTING FROM £150OPM
What’s the difference between this and The Wealth Academy?
Is this done-for-you bookkeeping or tax filing?
What if I have more than one business, or a co-director?
The Wealth Academy teaches you the system in a group, over 90 days, so you can run it yourself. The Strategic CFO Partnership is me running it with you, 1:1, every month, on an ongoing basis. If you want to learn it, start with the Academy . If you want it handled alongside you, this is the one.
Yes. Part of this partnership is managing that relationship on your behalf: chasing what’s owed, asking the questions you haven’t had answered, and holding them to what they’re actually being paid to deliver .
Fill in the application form. Once I have reviewed it we’ll talk through your current position, your accountant relationship, and whether this is the right fit before anything is agreed.
The Clarity Day is a single session, a first proper look at your numbers and your biggest leak. The Strategic CFO Partnership is the ongoing relationship that comes after that, or instead of it, if you already know you need permanent oversight rather than a one-off diagnosis.
No. Your accountant still files your returns and manages your compliance. I sit above that, making sure it’s actually happening properly , on time, and that you understand and control what it means for you.
This is exactly who it’s built for . Multiple entities and joint-director structures are core to this offer , not an add-on. Your pricing and plan will be built around your specific structure.
The Clarity Day is a single session, a first proper look at your numbers and your biggest leak. The Strategic CFO Partnership is the ongoing relationship that comes after that, or instead of it, if you already know you need permanent oversight rather than a one-off diagnosis.
What’s the difference between this and The Wealth Clarity Day?
You’ve done the hard part. You built the business.
What you need now isn’t more revenue. It’s someone who will get
under the numbers with you every month, hold your accountant to
account, and make sure nothing is quietly leaking out the side while
you’re busy running things.
Predictable. Controlled. Confident. No more surprises.
