"I wanted to have the confidence to say "no" when I really wanted to say "yes""

Welcome to another episode of the Accountants’ Success Secrets podcast! 

This week, hosts Mark Lee and Philippa Haynes sit down with Harriet Formby, founder of Below the Line Finance in Bath. 

Harriet’s journey is anything but ordinary—after qualifying as a chartered accountant and working in corporate finance for what she calls “faceless entities,” she chose to break away and build her own practice focused on purpose-driven businesses.

In this episode, Harriet shares her unique approach that blends deep financial expertise with emotional intelligence. She opens up about how language, empathy, and understanding the emotional side of money can truly transform client relationships. Harriet also talks about her specialized qualifications—including being a trauma of money practitioner and an executive coach—and how these shape her differentiated service as a fractional CFO.

Whether you’re an accountant, bookkeeper, or just passionate about making a real impact through your work, you’ll find actionable insights on finding your niche, connecting with clients on a deeper level, and building a practice that aligns with your values—and your life. Tune in for dose of inspiration and practical advice that will help you stand out in the accounting world!

The Accountants' Success Secrets is sponsored by Pinnacle Global Group, a trusted outsourcing partner with over 100 clients in the UK and Ireland.

To find out more please visit: www.pinnacleoss.co.uk a part of www.pinnacleglobalgroup.com

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