Free Business Financial Health Check
A focused review of where your business stands today, with clear next steps — whether or not you become a client.
- Fee agreed before we start
- Reply within one working day
- Xero Gold Partner
What we review
Six areas that shape your business
Cash flow
Where cash comes from, where it goes and what’s coming up.
Profitability
Which products, services and customers really make money.
Tax readiness
Deadlines, payments and anything that needs attention.
Reporting
Whether your numbers are timely enough to make decisions.
Systems
Your software, bookkeeping and how much time admin takes.
Growth planning
What needs to be in place for your next stage.
How it works
How the Health Check works
01
Book a time
Choose a convenient slot for a free consultation.
02
Share the basics
Recent accounts or access to your software.
03
Review meeting
We walk you through what we found.
04
Clear next steps
A short list of priorities you can act on.
Is it really free?
Yes. The Health Check is free and there’s no obligation to become a client.
Who is it for?
Owner‑managed businesses of any size that want an outside view of their finances.
Get a clearer view of your business
Book your free Health Check and we’ll show you where to focus first.