01
Set up your business
Create your profile and choose whether to apply for the public directory. Your private workspace is separate from a listing.
For business owners
Know what is due. Understand what has changed.
Bring your business profile, monthly preparation and planning questions into one private workspace. Choose the help that fits the need.
Your journey through the network
02
Agree the work calendar
Use the calendar themes, then agree actual task and review dates with your accountant.
03
Keep the inputs current
Record information requests and progress. Bring changes in cash, people, debt and ownership to the review.
04
Choose the next conversation
Use the planning tools, then book a call or approach a professional in the directory.
THE RIGHT MOMENT
When a conversation becomes useful.
Monthly cash review
Identify commitments and cash pressure before considering longer-term capital.
Open the relevant tool →Change in household income
Explore the essential monthly gap and existing support.
Open the relevant tool →Business growth or ownership change
Check who can keep the business running and what still needs a plan.
Open the relevant tool →Annual family review
Check your will and the cash that could be needed in the estate.
Open the relevant tool →YOUR FIRST SERVICE
A business visibility campaign kit
Start with a reusable campaign draft. Save a collaboration brief for Know Your Numbers to review; publication and paid media require an agreed scope.