Take control of your business finances without the confusion

Stop guessing your numbers. Start making confident decisions that grow your business, reduce your tax bill, and put more money in your pocket.

BROWSE COURSES
 
the right guidance, explained simply.

Build the financial confidence every successful business owner has

 
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Bookkeeping on Xero
Bookkeeping on Xero

For Financial Foundations

This course breaks bookkeeping down in a simple, practical way.

In this course you will learn:

  • How to best set up your XERO accounting software, from choosing the right plan to linking your bank accounts

  • Bills, receipts & reconciling accounts

  • Cash flows, profit & loss and balance sheets

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Self-Employed and Sorted
Self-Employed and Sorted

For Self-Employed Business Owners

This course helps you understand how self-employment works and how to set yourself up properly.

Understand:

  • VAT and Self-Employed taxes

  • Profits and paying yourself

  • Why working with an accountant is worth it

  • What you can claim as an expense

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Making Tax Digital
Making Tax Digital

Make HMRC requirements simple

This course explains what Making Tax Digital means and how it affects your business.

In this course we will cover:

  • April 2026 changes explained

  • The future changes to Making Tax Digital

  • When to stay Self-Employed, become a Ltd Company, or to hire a bookkeeper

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Running a Limited Company
Running a Limited Company

For Limited Company Directors

This course breaks down exactly what going Ltd involves, how it compares to being self-employed, and what changes once you incorporate.

In this course you will learn:

  • How to pay yourself the right way

  • Dividends, tax, and compliance

  • How to maximise profit without confusion

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Why business owners choose us

  • Every course is designed specifically for UK sole traders and limited companies - practical, relevant, and results-driven.

  • Bite-sized, easy-to-follow videos designed to fit around your life.
    Learn whenever it works for you - no pressure, no fixed schedules.

  • We keep you ahead of HMRC updates, tax changes, and key business strategies. So you can stay compliant, avoid costly mistakes, and make smarter decisions.

  • Get guidance from someone who’s helped hundreds of business owners succeed. Lisa McCloskey, founder of The Lady Accountant, brings 10+ years of real client experience. Learn proven, practical strategies you can apply immediately to build confidence and get better results.

  • Keep learning as your business grows. With new courses added regularly, you’ll always have the support and knowledge you need to move forward with confidence.

  • Business finances don’t have to feel complicated. We break it down simply, so you can make confident decisions, save tax, and hold onto more of what you earn.

Take control of your finances

Workshops & speaking events

Practical, Real-World Learning

The Lady Accountant delivers clear, engaging workshops and talks designed to help business owners finally understand their numbers - without jargon or overwhelm. Each session is built around real-world experience and practical guidance, so attendees leave with knowledge they can actually use in their business.

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Tailored, Relevant Content

From bookkeeping and tax to cash flow, pricing, and financial confidence, every session focuses on the topics business owners need most. Whether it’s a conference, networking group, or corporate training, the content is simple, relatable, and tailored to suit the audience.

Interactive & Confidence-Building

Sessions are interactive and supportive, giving attendees the opportunity to ask questions, see real examples, and gain clarity straight away. The result is a confident, empowered audience who leave with practical tools, stronger financial understanding, and the confidence to take action.

The Online Store

We pride ourselves in providing tools and guides to help you manage your finances better. Please visit our online store to purchase tools and guides that The Lady Accountant has available. These purchases will allow you to run with best practices and procedures to get the most out of your finances.

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HEAR FROM OUR MEMBERS

  • "I’ve just completed the bookkeeping module & it was excellent. I’ve been using Xero for over 7 years & have been self taught so I wish tere was something like this when I started as it would have helped me so much. Just about to start the MTD module. Really enjoying the learning lounge so far"

    - Caroline Ferguson

  • "We asked Lisa to work with us. todeliver a course to our customers in the hair, beauty and aesthetics industry. Lisa delivered clear, practical financial advice without jargon. She explains tax, VAT, bookkeeping, and business structure in a way that makes sense for small business owners. Professional, responsive and focused on helping businesses stay compliant and profitable"

    - Joanna Maxwell

  • "I had the pleasure of working with Lisa and she was fantastic. I run an online membership to support small business owners (The Creative Business Club). Lisa kindly delivered training in the club to guide my members on business finances. The members found it so helpful and the training gave them a great understanding of how important it is to work with an accountant and keep accounts up to date. Highly recommend Lisa"

    - Gemma Overend

  • "I recently attended a course run by The Lady Accountant and found it extremely worthwhile. The session was informative, easy to follow, and free from confusing jargon. She was very knowledgeable, approachable and happy to anser any questions. I came away having learned a lot and would highly recommend her and the services she provides"

    - Derek Dixon