Finance Health & Risk Review

A focused financial review for UK SMEs when clarity matters more than more reports.

Growing businesses often reach a stage where numbers technically exist — but decisions still feel heavier.
Cashflow isn’t necessarily broken, yet something feels tight, unclear, or slightly exposed.

This review is designed to provide structured, independent perspective.

What this review covers

During the review, I assess:

Cashflow reality and short-term pressure points
Revenue timing vs cost commitments
Exposure to financial or compliance risk
Internal controls and process gaps
Areas where decision risk may be underestimated

The focus is on clarity and prioritisation — not producing complex models.

What you receive

One structured review session (remote)
Analysis of selected financial information
A short written summary (2–3 pages)
Clear priorities and practical next steps

No generic reports. No unnecessary documentation.

What this is not

This review does not include:

Bookkeeping
Tax advice or filings
Statutory submissions
Ongoing accounting services

It is advisory and diagnostic in nature.

Investment

£950 fixed fee
(For most SMEs £500k–£5m turnover)

Who this is suitable for

Founder-led UK businesses
Companies with existing accountants
SMEs experiencing growth, transition, or tightening cashflow
Business owners seeking independent financial judgement

Next step

If this sounds relevant to your situation, send a short message outlining your current challenge and turnover range.

We will confirm whether this review is appropriate before any engagement.

Contact