Caroline Boardman Consulting

Are you in the first bunch of sole traders and landlords who need to comply with the new MTD for Income tax?

Is your accountant handling it for you or will you attempt to file yourself?

Which software are you using?

CBC have some training sessions coming up for our clients.

However if you're planning to DIY MTD, send me a DM and we'll invite you to one of our free training sessions to help you along the way.

This is brand new for everyone and I hate to think of the anxiety it's causing freelancers, sole traders, tradespeople, accidental landlords.

We'd love to hear from you!

Don't leave it until August (the first filing deadline)!

Caroline

Do you find some client conversations feel effortless… while others leave you drained?

If you’ve ever wondered why you click with some people instantly and struggle with others, this workshop is going to be a so insightful.

I’m excited to share that we’re collaborating with to run an in‑person DiSC Workshop:

📅 Wednesday 1st July
⏰ 10am–4pm
📍 The Nest, Wythenshawe

You’ll uncover your unique DiSC behavioural profile, learn how to adapt your communication style, and walk away with practical strategies to build stronger, smoother relationships in business.

Litsa is a brilliant strategic mentor and accredited Everything DiSC®️ facilitator, I’ve seen first-hand how transformative the DISC profiling can be as the CBC team all did it last year 😊

🎟️ Only 20 spaces to keep the environment supportive and interactive.

💬 Join the waiting list now to get first access when tickets go live! (Link in bio)

Last year, my team and I had Litsa come in to our office and deliver a DISC workshop and we're still reaping the rewards of understanding ourselves, eachother, our clients and our suppliers better.

So, I'm bringing it to you!

More details here https://preview.mailerlite.io/preview/765922/sites/180556760450336362/CBC_DiSCworkshopwithLitsa

I'd love to see you there.
Caroline x

First time at HQ today for a platinum partner event. I will try to get in some photos later!

Good to hear about MTD for Income tax readiness and hear HMRCs input too.

Happy birthday to me! Yes my birthday is 10 days before the self-assessment deadline. I'm still taking the day off. Who wants to work on their birthday?

I'm 44 and feeling good about this age. What a great number!

Lovely day planned, hair done, home to potter about before lunch and theatre with my mum.

I'll be back to work tomorrow at focus day, making sure all our clients have their self-assessments filed on time.

We're ending 2025 in Keswick, our favourite place to come and relax as a family.

It's been quite a challenging year and I'll be glad to start afresh in 2026.

We've had health issues (me) and transition to secondary school (Dom) to contend with but we've reached the end of the year happy and healthy.

CBC is growing and supporting more clients than ever before and we have a great team with a plan for even more customer focus in 2026.

We'd love more of you to make use of what's on offer to support you with getting to know your numbers better in 2026.

Every 3rd Friday we offer "Finance Friday", one hour 11-12 online via Teams (we're moving away from Zoom). Come along to work on your own finances and ask any questions that crop up while you're doing it.

Every other month, we offer FreeAgent training online to help you get the most out of the software. This is delivered by our FreeAgent account manager and the team will be there to answer any questions too.

Check out the calendar on our website to see what's coming up and when.

In the months when we're not offering FreeAgent training, we'll be providing online training on another important topic for clients (MTD for Income tax, cash management, government gateway, understanding your accounts etc).

We have a big project on the go for 2026. We want you all to have access to your GG account. Come along on the 4th Friday of each month.

We'll send a monthly newsletter at the beginning of every month to let you know whats happening.

We also send a quarterly newsletter each season with tips and a client focus as well as updates on what we've been up to as a team.

Email us at any time with your finance and tax related questions and we'll get back to you within 72 hours.

Make use of the FreeAgent support team for any FreeAgent questions - they respond within 2 hours!

If you need a call with me or one of the team, you can request this on our website, tell us what you need to discuss and we'll make sure you get to speak to the right team member.

With customer focus always at the forefront of everything we do, we'd love to hear what YOU want from us. Email [email protected].

Happy big birthday to my little brother! Absolutely loads of us now ❤️ and a rare photo captured of the Long siblings I know. . You can't tell I'm the eldest 😆

We're almost at the target! Will you be the one to help us reach it? :-) We just need £5!

https://donate.giveasyoulive.com/fundraising/cbc-walks-35-000?updated

Thanks to everyone who has already sponsored us for far.

Caroline x

Caroline Boardman Consulting are fundraising for Trafford Domestic Abuse Services Make a donation and help us reach our fundraising target with Give as you Live Donate.