Financial transformation university
Over 50 hours of financial education, on demand & new content every month.
Includes our monthly webinars on demand (usually £90 each!!)
Free to striveX clients, available as a one time purchase or as part of the @accountant_she membership 🗝️
The curriculum we needed at school:
- Sole trader vs limited company
- Moving from a sole trader to a limited company
- The accounting basics
- Self-employed deadlines explained
- How to pay yourself as a sole trader
- How to plan and save for tax
- Understanding your accounts
- Influencer expenses explained
- Sole Trader & Partnership Expenses Explained
- 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
- LTD company expenses explained
- 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
- 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
- How to understand the value of your business
- Financial wellbeing workshop for business owners and the self employed
- How to remove yourself from the day to day running of your business
- Pricing strategy workshop - on demand
- Mastering sales Strategies to convert more clients
- How to build a great financial forecast into your business
- The financial wellbeing routine for business owners that works
- Business owners pricing strategy workshop
- 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
- How to actually use podcasting to attract clients and scale your business
- 5 Instagram mistakes costing your business... and how to fix them
- How to implement systems and processes
- Hiring 101
- Delegate to Elevate - The BTS of hiring a PA
- How to smash a sales call
Rachel Harris MBA CMgr MCMI MAAT
Rachel Harris is redefining what it means to be an accountant, employer, and modern business leader. A TEDx speaker, award-winning content creator, and founder of striveX® and @accountant_she, Rachel has become one of the most recognisable and trusted voices in UK finance.
Named Accounting Personality of the Year, she combines practical expertise with relatable storytelling, delivering free financial education to an audience of more than 255,000 across social media. Rachel champions ethical, values-driven business - building a profitable firm that invests in local jobs and high standards.
She works directly with HM Treasury and Downing Street on UK tax policy and financial wellbeing, while helping founders, creators, and accountants build smarter, more confident businesses. Above all, Rachel believes financial knowledge should be accessible to everyone, and she’s here to make that happen.