What this service is.
Financial statements contain the answers to many business questions, but only if someone reads them carefully. We analyse your statements and explain the results in plain language, with practical recommendations.
Why it matters
- Shows whether you are truly profitable and why
- Highlights costs that are growing faster than revenue
- Shows whether you can meet short-term obligations
- Supports decisions on pricing, expansion, borrowing and investment
What our team does for you.
Our work for you
- Review the income statement, balance sheet and cash flow
- Analyse revenue trends, gross and net margins
- Examine expense categories and spot unusual or avoidable costs
- Assess liquidity and working capital
- Review debt, equity and overall financial health
- Analyse growth over time, comparing periods
- Prepare a written report with key findings and recommendations
From first call to finished work.
Data review
We study your financial statements and supporting records.
Analysis
We calculate and interpret key measures.
Findings
We prepare a clear, plain-language report.
Discussion
We walk you through the results and answer questions.
Action points
We provide practical recommendations.
Documents and details to share.
- Financial statements for the period (ideally with prior periods for comparison)
- Trial balance if available
- Context about major events in the business
What you receive from us.
- A written financial analysis report
- Clear explanation of strengths, risks and trends
- Specific recommendations you can act on
Every week, we meet you.
You should never have to chase us for news. We hold a meeting with every client each week to share progress, answer questions and agree what happens next.
- A clear update on what was done this week
- What is coming up and what we need from you
- Any issues raised early, not at the deadline
Common questions.
Do I need accurate books first?
Analysis is only as reliable as the data. If your books need work, we can help with that first (services 02 to 05).
You may also need.
Weekly Cash Flow Presentation
A short weekly presentation showing cash coming in, cash going out and your expected balance.
10Comparative Ratio Analysis with Competitive Businesses
We calculate key financial ratios for your business and compare them with competing businesses in your industry.
01Individual & Company Tax Filing
Accurate preparation and on-time filing of income tax returns for salaried individuals, business owners and companies.
Need help with financial analysis?
Book a consultation and tell us about your business.