Understand your business. Strengthen your finances. Plan your next move.
A comprehensive financial health review for established limited companies that want more than compliance.
Whether you're looking to improve profitability, strengthen cash flow or prepare for growth, the Finance MOT gives you complete clarity over where your business stands today — and exactly what to focus on next.
Everything in your Finance MOT.
Pre-review analysis
Before we meet, I'll review your business and financial information, including:
- Latest statutory accounts
- Management accounts (where available)
- Bookkeeping
- Cash position
- Tax position
- Business goals
90-minute strategy session
We'll work through your business together, covering:
- Financial performance
- Cash flow
- Profitability
- Pricing
- Tax efficiency
- Financial systems
- Growth opportunities
This isn't about jargon or reports — it's about helping you understand what your numbers are really telling you.
The Pocketbook 5 Scorecard
Every business is assessed across five key areas, giving you an overall Financial Health Score out of 100:
| Financial Visibility | / 20 |
| Profitability | / 20 |
| Cash Flow | / 20 |
| Financial Efficiency | / 20 |
| Growth Readiness | / 20 |
| Financial Health Score | / 100 |
Financial Health Report
A professionally presented report including:
- Executive summary
- The Pocketbook 5 Scorecard
- Strengths
- Risks
- Opportunities
- Estimated financial impact
- Personalised 90-day action plan
Follow-up support
14 days of email support after your session, so you can ask questions as you start putting your action plan into practice.
Built for established limited companies.
Designed for
- Limited companies
- Trading for at least 12 months
- Owners who want greater financial clarity
- Companies preparing for growth
- Businesses looking for strategic insight
Not suitable for
- Sole traders
- Newly incorporated companies
- Businesses with incomplete financial records
One clear, fixed fee.
Finance MOT
Complete clarity over where your business stands and what to focus on next.
One-off · fixed fee
- Financial review
- 90-minute strategy session
- Pocketbook 5 Scorecard
- Financial Health Report
- 90-day action plan
- 14 days of email support
Payment: 70% deposit to secure your booking, with the balance due before your report is released.
Give your finances the once-over.
One fixed fee, no ongoing commitment. Walk away knowing exactly where you stand and what to do next.
Book your Finance MOTBook your Finance MOT.
Email me to book, or ask anything first — no obligation. I'll come straight back to you.