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Get Expert Eyes on Your Business

It's completely FREE

The finances in your business are telling you a story about what is and isn’t working. Being able to understand what those numbers are telling you, enables you to make smart decisions that will lead to more profit, better cashflow and faster growth. 


Because when you have a strong financial foundation, you can plan for the future with confidence. Maybe you want to expand your product line, hire more staff, or open a new location. All of these goals are easier to achieve when you are able to understand what your numbers are telling you about your business. 

What to Expect

Our Finance Director, Claire, a chartered accountant, will review your business and accounts.

We will discuss your strategic goals, prepare a customized report tailored to your business, and provide feedback on opportunities to increase profits, improve cash flow, and grow your business.

You can expect insights such as gross margin analysis, customer spending habits analysis, and cash flow forecasting.

From there, you will have a clear roadmap of actions and support needed to take your business to the next level.

How it Works

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 comply. Please share your NDA with us, or request our template.

Our Finance Director, Claire, will review your accounts and prepare a detailed report for you to keep.

Claire will arrange a video call with you to discuss her findings, ensuring you fully understand the terminology and its impact on your business, and more importantly, the actions you should take to elevate your business to the next level.

Follow our simple 3 step process to book your business review now. 

01

Share your business's financial information with us. The best way to do that is to add is to add claire@profitcashgrowth.com to your online bookkeeping platform.

Select your system below for instructions or contact us for more help.

02

Book your FREE Review at a time and date that suits you. 

This will be a 30-45 minute video call where we will talk you through our findings and discuss our recommendations.

03

Claire will review your accounts and prepare a report highlighting the key findings and recommendations and meet with you on your booked video call to walk you through the results.

Please note we need a minimum of 72 hours from receiving access to your financial information to prepare your report. 

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.
 

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