Finance Health Check
Find Out Exactly Where Your Finances Stand
Most business owners at this stage know something is not quite right with their finances. Sales are coming in, the business is growing, but the numbers never quite add up the way they should. Cash feels tighter than the profit suggests it should be. The reporting is there, but it does not actually tell you what to do.
The Finance Health Check is a free review of your real numbers. Not a generic assessment. Not an automated tool. Claire sits with your actual bookkeeping data and gives you a clear, honest picture of where your finances stand and what needs to change.
No jargon. No sales pitch. Just clarity.
After your Finance Health Check you will know:
-
Whether your profit margins are where they should be for a business your size
-
Where cash is leaking and why
-
Whether your reporting is giving you the visibility you need to make decisions
-
What your biggest financial risk is right now
-
What one or two changes would make the biggest difference
Most business owners have never had someone sit down with their actual numbers and tell them the honest truth. That is what this is.
What You Will Find Out
Who This Is For
The Finance Health Check is designed for business owners turning over between £500k and £5m who feel like the financial side of the business is not keeping pace with growth. If you are making decisions based on gut feel rather than clear numbers, or if your accountant gives you annual accounts but nothing you can actually use month to month, this will show you exactly what you are missing.
1
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.
3
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.
2
How It Works
A Note On Confidentiality
Your financial data is treated with complete confidentiality. Claire will not enter any transactions into your systems and will only review your data. If you require an NDA for additional peace of mind, simply request one and it will be provided.
This is a complimentary review and does not constitute an ongoing business relationship. Full terms and conditions are available here.