How well do you understand the financial health of your business?
Review scope
- Bookkeeping and reporting timetable
- Monthly close process
- Aged debtors and creditors
- Management accounts
- Cashflow forecasts
- Key reporting metrics
- Finance software fragmentation
- Accountant and advisory fees
- Tax and payroll coordination
- Owner or management priorities
Potential outcomes
- An initial diagnostic summary
- A prioritised list of gaps
- Proposed specialist support where appropriate
- A clearly scoped plan for further investigation
Key questions to consider
Do you receive useful figures early enough to act?
Are cash balances and commitments visible?
Is reporting proportionate to the business?
Do multiple firms charge for overlapping work?
Historical documents and estimates are used only with the client's agreement. Freedom Global provides commercial cost review and introduction services. Any specialist work is delivered by a separately engaged professional under its own engagement terms.
