Finance Health Check
Know Where Your Finances Stand.
Before We Take Them On.
We review your finance function, identify outstanding issues and establish the right scope before monthly services begin.
The challenge
Financial records are not always as complete or accurate as expected. Hidden issues can cause delayed reporting, unexpected work and additional costs.
Our solution
We review the finance function, identify outstanding issues and establish a clear scope before monthly services begin.
What We Review
Financial Records
Ledgers, reconciliations and outstanding balances.
Reporting & Controls
Management accounts, financial processes and reporting reliability.
Systems & Workload
Accounting software, integrations and actual transaction volumes.
How It Works
01
Initial Discussion
Understand the client's requirements and recommend an indicative package.
02
Finance Health Check
Review the existing records, systems, workload and outstanding issues.
03
Confirm the Scope
Agree services, allowances, responsibilities and monthly pricing.
04
Agree the Starting Period
Establish the opening accounting position and responsibility start date.
05
Bring Records Up to Date
Quote separately for any historical corrections or catch-up work.
06
Begin Monthly Support
Start the agreed recurring services with defined responsibilities and allowances.
Finance Health Check Pricing
Essential Review
£295
For smaller, single-entity businesses.
Growth Review
£495
For growing businesses with more complex reporting requirements.
Complex Review
From £950
For multiple entities, complex systems or substantial outstanding issues.
Prices exclude VAT where applicable. We confirm the scope and price with you before any payment is taken. A Finance Health Check is a scoped operational assessment, not a statutory audit or assurance engagement.