01
Performance & profitability
Margin trends, cost drivers and whether management information reflects how the business actually makes money.
Financial health review
See the visibility gaps, control issues and financial risks before they cost you.
A focused review of your numbers, systems and reporting — so you know where you stand and what to fix next.
Request your review
Share a few details and we will confirm suitability, timing and next steps. No obligation.
Review areas
What the review covers
We examine the areas that drive visibility, control and risk — so findings are practical, not theoretical.
02
Cash & working capital
Cash visibility, debtor and creditor cycles, and short-term funding pressure points.
03
Controls & processes
Approvals, reconciliations, month-end routines and where weak controls create risk or delay.
04
Reporting quality
Timeliness, accuracy and usefulness of packs for owners, boards and lenders.
05
Systems & data
Cloud accounting setup, chart of accounts, integrations and whether data supports decisions.
06
Tax & compliance posture
Filing position, known exposures and whether compliance is reactive or under control.
07
Risk & priorities
Commercial and financial risks for the next 6–12 months, ranked by impact and urgency.
Deliverables
What you walk away with
- A clear written summary of findings across the review areas
- Prioritised risks and opportunities, not a generic checklist
- Practical recommendations for reporting, cash and controls
- A suggested action plan for the next 90 days
- A follow-up conversation to walk through results and options
Who it is for
Built for businesses that need clarity
Owner-managed businesses
Directors who want clearer numbers before committing to ongoing accountancy or finance support.
Growing or multi-site operators
Businesses where complexity has outgrown informal reporting and cash is harder to see.
Pre-transaction or refinance
Owners preparing for investment, sale, acquisition or lender conversations who need an honest baseline.
Finance function reset
Teams changing accountants, systems or FD cover who need a structured health check first.
Next step
Ready for a clearer picture?
Request a consultation — we will confirm whether a Financial Health Review is the right starting point for your business.