Finance Health Check
Find Out Exactly Where Your Finances Stand
Most business owners at your level know something isn't quite right with their numbers. They just don't know where to look. The Finance Health Check gives you a clear, honest picture of your financial position and what to do about it.
No jargon. No sales pitch. Just clarity.
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Step 2: Share Your Financial Data
✅ Add claire@profitcashgrowth.com to your bookkeeping system.
✅ We work with Xero, QuickBooks, Sage, and Clearbooks. We review your data only. We never enter transactions.
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Step 3: Receive Your Custom Report and Action Plan
✅ Claire analyses your numbers and prepares a report that tells you what your finances are actually saying and what you should do next.
✅ Not theory. A clear, practical next step.
Step 1: Book a Short Call
✅ Choose a 30 to 45 minute video call at a time that suits you.
✅ We'll talk through your business, your current finances, and what you're trying to understand better.
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Most business owners have never had someone sit down with their numbers and tell them the honest truth. That's what this is.
After your Finance Health Check, you'll know:
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Whether your profit margins are where they should be for a business your size
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Where cash is leaking and why
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Whether your reporting is giving you the visibility you need to make decisions
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What your biggest financial risk is right now
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What one or two changes would make the biggest difference
You will need to share your business's financial information with us by granting access to your bookkeeping system. We will not enter any transactions into your systems; we will only review your data. Rest assured, we uphold the highest standards of confidentiality and professionalism. If you require a Non-Disclosure Agreement (NDA) for additional peace of mind, we are happy to assist with this. Please share your NDA with us, or request our template.
The Small Print
Anti Money Laundering
Under UK law all accountants are legally required to comply with AML regulations. This complimentary session is not deemed to be a “business relationship” and as such no up front AML checks are required.
None the less, if at any time, there appears to be grounds to suspect any instruction or activity relates to ‘criminal property’, We are obliged to make a report to the National Crime Agency (“NCA”). In such circumstance we are prohibited from telling you or the relevant party we have done so. In such circumstances we will be prevented from acting on your instructions without the prior written consent of the NCA.
Further information can be found here: https://www.ccab.org.uk/anti-money-laundering-and-counter-terrorist-financing-guidance-for-the-accountancy-sector-2023/
Other
We cannot guarantee that our recommendations are the most appropriate way forward. It remains, at all times, your responsibility to ensure that implementing any recommendations is in the best interests of your business.
You will be responsible for ensuring that you comply with all statutes, regulations, byelaws, standards, codes of conduct and any other rules relevant to our recommendations. Further you are responsible for taking action, or instructing someone to take action on your behalf, by means of implementing any recommendations, actions and results. We are unable to make any warranty or representation that any result with be bought about as a result of the Services.
Full Terms & Conditions can be found here.