It’s a pleasure to meet you.

The year I turned 40, I had a very gentle mid-life crisis!  I didn’t go out and buy a sports car, instead, I spent a great deal of time reflecting and looking ahead at what the next 20-30 years of my life could look like.

I wasn’t excited about what I saw.  So, I decided to make some changes.  I embarked on a journey of a self-development and growth.

Working with coaches and mentors I was pushed outside my comfort zone.  I was overwhelmed, scared, vulnerable and on the verge of giving up many times! I didn’t give up and after retraining, I decided to make a change in my career.

As a freelance Financial Controller and an accredited Life Coach, I started working with clients on all aspects of their life’s finances.  I have always found my job rewarding – seeing the relief on a client’s face when I’ve presented them with clear and simple cashflows or reports, but that’s just part of their story.  Bringing in life coaching and introducing bookkeeping elements to client’s personal finances feels like I’m closing the circle.

I have over 14 years-experience as a freelance Financial Controller.  I have worked with dozens of small business owners to introduce and manage their financial systems, as well as help them develop and grow their business.​

I continue to learn and develop, both professionally and personally, and encourage others to do the same!  I am a sucker for a positive and motivational quote, and try to live by the motto ‘progress, not perfection’.  I’d love to connect and talk about you and your life and dreams.  Book a free discovery call and we can chat about how we can work together.

Qualifications & affiliations

As well as being a Certified Bookkeeper (Level 3) with the Institute of Certified Bookkeepers, I am also certified with popular accounting software packages: Quickbooks and Xero.

Continuous personal development and growth has always been important to me.

My next learning goal is to achieve Level 4 with the ICB to allow me to complete Self-Assessments and Ltd Company tax returns and financial statements for clients to really complete that circle of their financial management.

Testimonials

  • “Wendy has been recommended to me by a good friend and she's transformed my (business & personal) life. She's so patient and understanding and most of all easy to understand. She has helped me make sense of the book keeping and hence financial mess we were in and I wouldn't know where we would be without her! She's accurate, fast, diligent and soooo caring. An absolute gem!”

    Beryl Preuschmann
    TRIPORGANISER.NET

  • “Nothing is too much for her and we would struggle to find someone who has the technical skills and personality all wrapped into one!​ She is incredibly able and efficient and has helped us grow over the period since then into a mature business and is an integral part of our ‘virtual’ team.”

    David Sole OBE
    SCHOOL FOR CEOS

  • “Finances has always been a trigger for anxiety for me and choosing a bookkeeper to help me was a big decision that I didn't quite feel prepared for. I was expecting to keep the anxiety but maybe just understand bookkeeping a bit more - but I've been absolutely astounded at the fact that I truly get excited to do my accounts now. Wendy's guidance and help has made life SO much easier and I'm no longer afraid of accounting. I highly recommend her!”

    Marlene Lowe
    EMERALD AGENCY

  • “Wendy is extremely approachable and will always consider what is best for your business and will push you to develop your business. Wendy has been an amazing attribute to my existing business.”

    Gill Hanley
    CREW ARCHITECTS

  • "As the business was growing rapidly it was very important to introduce more rigour across all our accounting needs. Monthly business reporting was overhauled, new systems were introduced - Xero and payments and credit control became better managed. All aspects of our financial department are in a much better place."

    Mick Empson
    CONNECTUS SCOTLAND

  • "I knew that I needed some help with the finance side of my business. Wendy has been brilliant – calm, knowledgeable and helpful – and has given me the reassurance that things are set up properly and that I’m forecasting my cashflow sensibly. It’s been a relief to have her support."

    Richard Edwards
    THE R&D COMMUNITY

  • "Before I started my life coaching with Wendy, I felt very lost and quite honestly fed up with no motivation and quite overwhelmed in day to day life. Through the sessions with Wendy, I have become more conscious of my daily decision making, finding ways to better focus on myself and bring back my energy and passions in life. Small changes have brought me more content and happiness than I ever thought or hoped they could and I have Wendy to thank for that."

    Claire L.

  • "Things that I considered not within my knowledge became possible with Wendy. She helped me find out what I wanted, how I can take small steps to achieve them. Even on days where I was so consumed with work/life I got so much from our sessions."

    Gillian H.