Financial transformation university
Over 50 hours of financial education, on demand & new content every month.
Free to striveX clients, available as a one time purchase or as part of the @accountant_she membership 🗝️
The curriculum we needed at school:
Getting started as a small business owner
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Sole traders
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after you enroll
Limited companies
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- Sole trader vs limited company
- Moving from a sole trader to a limited company
- How to incorporate a limited company
- The accounting basics
- How to pay yourself as a limited company director
- How to plan and save for tax
- Dividends explained
- Directors loan accounts explained
- Understanding your accounts
- SIC Codes Explained: How to choose the right one for your business
Accounting software
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- How to decide which accounting software to use? Sage, Xero or QuickBooks?
- Xero tutorial - cover 80% of Xero in 30 minutes
- QuickBooks tutorial - cover 80% of Quickbooks in 30 minutes
- Xero payroll tutorial
- HubDoc explained
- How to setup Xero from scratch
- Xero bank reconciliation tutorial
- Xero dashboard tutorial
- Mastering Xero Reporting: The 6 Essential Reports Every Business Owner Needs in Less Than 15 Minutes
- 15-Minute Xero Guide 2024: Easy Accounting Software Setup
- How to Use Xero Aged Payables Report to Control Cash Outflows
Taxes
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after you enroll
CIS (Construction industry scheme)
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after you enroll
VAT (Value added tax)
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after you enroll
Understanding your accounts
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after you enroll
Scaling and funding your business
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Webinars on demand - finance topics
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- Maternity & paternity pay for the self-employed
- How to price your products or services
- How to get paid on time
- Mortgages for the self-employed explained
- How to have board meetings as a small business owner
- Monthly financial wellbeing routine for business owners
- Business owner financial advice
- How to forecast & create budgets
- How to implement processes & procedures into your business
- How and when to increase your prices
Webinars on demand - none finance topics
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after you enroll
- How to create a brand as a business owner and why it matters
- How you can use copywriting to scale your business
- What your growing business needs to know about HR
- The sustainable productivity toolkit for very busy people
- How to hold personal development sessions with your team
- How to do PR for your small business
- Demystifying the art of sales
- How to attract dream clients
- Legal strategy for small business owners
- The power of your personal brand
- How and when to outsource your IT
- High level marketing strategy
- How to create a high performing team
- How to systemise your processes
- How a VA can help you to scale your business
- How to get featured in Forbes... and other world recognised media titles
Rachel Harris MBA CMgr MCMI MAAT
Named as one to watch on the 35 under 35 list, winner of the Accountancy Personality of the Year 2023 (PQ Magazine) and winner of Breakout Star of the Year 2023 (Accounting Excellence), Rachel Harris is disrupting what it means to be an accountant, what it feels like to have an accountant and what being an exceptional role model in accountancy looks like, too.
After scaling her own accountancy practice to over £1 million in three years, she's now prepared the content that can help you to start or scale your own business with confidence, powered by Rachel.