Working together

Terms of working together

I say I do things "radically differently" on LinkedIn, which can sound a bit shit - like "oh, she thinks she's so different." It's mostly a reminder to myself not to slip into boring corporate finance mode. But here's what I actually mean by that.

Who I work with

Basically, people building something that matters. Mission-driven organisations, businesses, not-for-profits, founders and leaders refusing to choose between profit and purpose - who care about intersectional feminism, anti-racism, disability justice, and queer and trans liberation.

I seem to attract a lot of creative and neurodivergent types. Not exclusively, but if that's you, you're in good company.

Obviously that means I don't work with harmful industries. I've been to the dark side - I've got the lessons and I'm not going back.

Inclusion

Traditional finance wasn't built for most of us. One of the things you’ll catch me saying most often will be something like “money is a made-up system. Which means we get to reimagine it” - and throw shade at the parts of capitalism and colonialism that don’t serve us!

I could write something vague about "welcoming everyone" but that's meaningless without the receipts. So here's what I actually do:

  • Not-for-profits get 25% off, and pricing scales with company size — bigger organisations pay more, smaller ones pay less. And I do a chunk of pro bono stuff.
  • No dodgy sales tactics or fake urgency
  • Workshops designed specifically for creative and neurodivergent founders
  • You won't get long boring emails full of accounting speak — it's more likely to be a pep talk on a voice note or a diagram showing you exactly what to do
  • I'll meet you where you are, not where you think you should be — whether that's mid-spiral, celebration, crisis mode, or hyper focus. Check the testimonials for proof.
  • I know I have more work to do on this! I am not going to write an inclusion statement and think I’ve done it. This is an area I am consulting others on - to get better because I acknowledge I have a lot of privilege and conditioning that needs to be unlearnt and widened.

How we'll actually work together

I keep my client list small on purpose. You'll get proper attention from me.

Scheduling is flexible. Need to reschedule? Fine. Conversation needs to run over? It can. I'm not going to make you feel weird about being human.

I design the experience around you, not the other way round. At the start, I' get curious about what works for you - e.g. do you need clear deadlines and reminders, or is that going to trigger your PDA? Do you prefer visuals, written info, videos, voice notes? Slack, Voxer, WhatsApp, email? I'm not big on long emails - unless that's your vibe, in which case email essay coming right up.

Life happens

I mostly work from an off-grid office in ancient woodland in Somerset. My dogs will probably appear on video calls - maybe a cat, a bird, a horse peering through the window, or sheep in the background. It’s how I like it!

If you've got life going on around you too, that's all good. People bring dogs, cats, babies, kids to calls. If you need to get cosy, go for a walk, stand up, move around because you can't sit still - go for it.

Trauma-informed

I'm not a therapist, counsellor, or mental health professional. I don't fix, cure, or heal anything.

What it does mean is that I'm aware of the impact that everything - our stories, our nervous systems, our experiences - has on how we relate to money. How we feel is a huge part of how we make decisions. Emotions aren't separate from finances, they're woven right through them.

So I take a trauma-informed approach, which means everything we do together is considered through that lens. It's why I have a more fluid approach to time, why I adapt how I work with each person, and why I'm human first, CFO second and this is backed up by a qualification in Trauma of Money™.

The boring but necessary bit

This page is the "how I work" version. If you want the proper legal terms - fees, liability, data protection, all that - they're [here]. Fair warning: it's 11 long pages of boilerplate ICAEW stuff. Mostly.