Consultant planning focus
This page outlines how we approach financial planning when your income moves with projects, not payroll cycles.
Engagement shape
Consultations may be a single deep-dive or a short series focused on cash rhythm, tax set-asides, and drawings policy. We do not publish fixed packages or hourly rates here; terms are confirmed in writing before paid work begins.
Topics we commonly map
- Retainer versus milestone cash-flow forecasts
- Separating VAT-related flows from personal spending
- Reserve targets between consulting contracts
- Planning for professional indemnity and business continuity costs
What to prepare
Bring recent invoices, bank summaries, and last personal tax filing if available. Anonymous scenario planning is possible when you are exploring a practice change.