Financial Health Check

This comprises a desktop review of your online accounting system information, latest management accounts, statutory accounts, and current year budget or forecast and variance analysis.

We will also review your financing agreements.

We will discuss matters with the business owner and/or senior management team to understand where you are and your plans and future aspirations.

The output is a short bullet-point report and discussion of key findings with the owner and /or senior management team and suggestions for improvement, as well as how we may be able to assist.