Case Studies

Our client knew she needed a handle on her finances right from the start. She wasn't in a financial mess, but she admitted she didn't really have a good grasp on the numbers side of things. She wanted to be organised and understand what was what, so she could focus on growing her business without any financial surprises. That's where we came in.

 

We worked with her to create a simple system that made sense for her business. We set up personalised percentage splits for everything – tax, VAT, her own pay, the lot – and used Modulr to automatically split up the income into these different "pots." This gave her a clear picture of where her money was going. Plus, we meet with her every few months to check in, talk about how things are going, and plan for the future.

 

She's now got real control over her finances and, as she puts it, "It's been a breeze and a huge weight has been lifted allowing me to concentrate on running my business. They are so friendly and easy to contact." We love helping businesses get their financial footing and really take off.