What's working
The parts of your finances that are healthy, so you know what to leave alone.
A free financial health check for your business.
You get a 20-minute call and a short summary in plain words. I look at your money the way a doctor looks at your health — and tell you what's fine, what needs attention, and what to fix first.
Free · 20 minutes · No sales pitch
What I check
Six simple questions about your business money.
Cash
Is there enough money coming in to cover what's going out over the next three months?
Profit
Which products, services or customers make you money — and which lose it?
Tax
Are you paying more tax than you need to? Is a tax bill coming that you haven't planned for?
Deadlines
Are your VAT, payroll and tax deadlines under control, so there are no fines?
Paying yourself
Are you taking money out of the company in the smartest way?
Your records
Are your books up to date and right, so you can trust your numbers?
What you get
What needs attention
Anything risky, or costing you money, explained in plain words.
Your top 3 things to do first
A short, clear list. You can do it yourself, with your accountant, or with me — your choice.
How it works
01
Book a free call
Pick a time that suits you. It takes 20 minutes, online.
02
Share a few numbers (optional)
If you have your last accounts or a recent report, send them over. If not, we can still talk it through.
03
Get your summary
Within a few days you get a short summary by email: what's fine, what needs attention, and your top 3 next steps.
Who it's for
- Owners of a limited companyTurning over around £500k–£20M and growing.
- Self-employed peopleWho want to be sure they're not overpaying tax.
- Anyone who's not sureIf you ever think ‘I’m not sure where I stand’, this is for you.
- Not a good fit?I'll tell you honestly and point you in the right direction.
Questions
Is it really free?
Yes. No cost, no contract, and no pressure to buy anything. If you want more help afterwards, I'll explain how it works and what it costs — but only if you ask.
How long does it take?
The call is 20 minutes. Your summary arrives within a few days.
Do I have to share my numbers?
No. It helps if you do, because then I can be more specific. If you'd rather not, we'll talk it through and I'll give you general guidance. Anything you share stays private.
What happens after?
You decide. You can do the next steps yourself, take them to your accountant, or ask me to help. There is no pressure either way.
Find out where your business stands
A free 20-minute call. No sales pitch. You'll know what's fine, what needs attention and what to do first.
Book your free check →
Free · Online · No strings