Services · The Creator CFO Method™
Build → Organise → Optimise → Scale → Protect.
Everything we create follows one simple framework, designed to support creators through every stage of building a successful business.
Where are you now?
Every creator starts in a different place.
Some need help getting set up. Others are ready to optimise their tax, scale their business or build long-term wealth. Pick the one that sounds most like you.
Build: Build the right foundations.
We help you choose the right business structure, register correctly, set up financial systems and understand your responsibilities from day one.
The problem it solves
You've started earning, but you're not sure how to set up, what to register or what HMRC expects.
What changes for you
- Set up correctly from day one, not fixed later
- The right structure for your income and plans
- Clear on your responsibilities and deadlines
What's included
- Business setupOne-off Specialist Service
- Sole trader vs limited company guidanceOne-off Specialist Service
- Accounting software setupCore Partnership
- Finance Starter PackCore Partnership
- Compliance checklistCore Partnership
Select a service to see where it sits in our pricing.
Just need help with this stage? Let's talk
Prefer to do it yourself? Start with the free Business Toolkit setup checklist and Creator Tax Playbook™.
Organise: Create financial systems that work.
Once your business is running, we help you organise your finances, track income, manage expenses and build habits that make managing money simple.
The problem it solves
Money arrives from several platforms and brands into different accounts, and no one has a clear picture.
What changes for you
- Know exactly where your money comes from and goes
- No more year-end scramble
- Simple monthly habits that keep you in control
What's included
- Finance OSCore Partnership
- Bookkeeping supportCore Partnership
- Expense trackingCore Partnership
- Revenue trackingCore Partnership
- Cash flow managementMonthly extra
- Receipt managementCore Partnership
Select a service to see where it sits in our pricing.
Just need help with this stage? Let's talk
Prefer to do it yourself? Start with the free Creator Finance OS™ and Expense Log template.
Optimise: Make your money work harder.
This stage focuses on improving profitability, reducing unnecessary tax, pricing confidently and making informed financial decisions.
The problem it solves
You're making good money, but you're paying more tax than you need to or underpricing your work.
What changes for you
- Keep more of what you earn, legally
- Price brand deals with confidence
- Decisions backed by real numbers
What's included
- Tax planningCore Partnership
- Brand deal pricingOne-off Specialist Service
- VAT guidanceMonthly extra
- Profit optimisationMonthly extra
- Financial reportingMonthly extra
- BudgetingMonthly extra
- ForecastingOne-off Specialist Service
Select a service to see where it sits in our pricing.
Just need help with this stage? Let's talk
Prefer to do it yourself? Start with the free calculators (brand deal, tax reserve, VAT) and Rate Card template.
Scale: Grow with confidence.
As your business expands, your financial strategy should evolve with it. We help creators build systems, hire confidently, diversify income and prepare for long-term growth.
The problem it solves
Growth is exciting, but hiring, investing and new income streams feel like guesswork.
What changes for you
- Know what you can afford before you commit
- KPIs that show what's really working
- A plan for your next stage of growth
What's included
- Growth planningOne-off Specialist Service
- KPI dashboardsMonthly extra
- Financial forecastingOne-off Specialist Service
- Reinvestment decisionsDeciding what to put back into the businessMonthly extra
- Business strategyMonthly extra
- Fractional CFO supportMonthly extra
Select a service to see where it sits in our pricing.
Just need help with this stage? Let's talk
Prefer to do it yourself? Start with the free dashboard and cash-flow tabs in Creator Finance OS™.
Protect: Create lasting financial security.
Success isn't just about earning more; it's about protecting what you've built. We help creators think beyond today's income and plan for the future.
The problem it solves
Your income is strong but uneven, tax bills arrive in big lumps and you're not sure how to pay yourself or plan beyond this year.
What changes for you
- Pay yourself the tax-efficient way
- A cash buffer for quiet months and algorithm dips
- 31 January tax bills planned for, never a shock
What's included
- Paying yourself tax-efficientlySalary, dividends and drawingsCore Partnership
- Emergency fund planningFor quiet months and algorithm dipsMonthly extra
- Pension basicsHow contributions can reduce tax; regulated advice via authorised partner advisersOne-off Specialist Service
- Tax bill planningSaving ahead so 31 January is never a shockCore Partnership
Select a service to see where it sits in our pricing.
Just need help with this stage? Let's talk
Prefer to do it yourself? Start with the free tax reserve calculator and Creator Tax Playbook™.
Where regulated financial advice is needed (for example pensions), we work alongside appropriately authorised advisers. Some listed products are in development.
Who we serve
Creators at every stage of their journey.
- TikTok creators
- YouTube creators
- Twitch streamers
- Instagram creators
- Influencers
- Podcasters
- Digital product creators
- Creator-led businesses
Built exclusively for the creator economy. Our products and services are designed for creators and digital businesses rather than traditional industries.
How it's priced
One partnership. Built around your business.
A core Partnership for everyone, monthly extras you can add as you grow, and one-off Specialist Services when you need them.
Sole trader creators
From £150 /month
Limited company creators
From £300 /month
Example figures only, not real prices.
Not sure where you fit?
Book a free discovery call. We'll understand your business first, then recommend the right scope.