Finance Audit
A 90-Minute Deep Dive Into Your Business Numbers
If you’ve ever looked at your business accounts and thought:
“I feel like this should make more sense…”
“I know I should be paying more attention to this.”
“Something isn’t quite right but I can’t put my finger on it.”
You’re not alone.
Most small business owners didn’t start their business because they were excited about bookkeeping or financial reports. But your numbers hold some of the most important information about how your business is really doing — and where it could grow next.
A Finance Audit is your chance to step back, look at your numbers properly, and finally get some clarity.
What Is a Finance Audit?
This is a 90-minute one-to-one Zoom session where we look at your business finances together.
You share your screen, we open your accounts, and we work through them step by step.
It’s practical, supportive, and completely tailored to you.
There’s no rigid structure or lecture. Instead, the session is led by your business and your questions, with me guiding you to the places that matter most.
We might look at things like:
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How your bookkeeping is set up
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Whether your systems are working for you or slowing you down
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Ways to streamline your processes
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Your current cash flow and what it’s telling us
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Forecasting and planning for future growth
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Pricing and profitability
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The mindset blocks that can sometimes show up around money
By the end of the session, your numbers won’t feel like a mystery anymore.
What We’ll Do During the Session
Because this is completely tailored to you and your business, every Finance Audit is slightly different. But typically, we will:
Review your bookkeeping setup Identify areas where your systems could be simplified Look at your cash flow and financial position Explore what your numbers are telling us about your business Identify opportunities for growth or improvement Talk through any questions you have about your accounts
And importantly — we’ll do it in a way that makes sense to you.
No jargon. No judgement. Just practical clarity.
What You’ll Walk Away With
After your session, you’ll have:
A clearer understanding of your numbers
Practical steps for improving your financial systems
Greater confidence in your bookkeeping
Insight into where your business could grow
A recording of the session to refer back to
A few top tips and recommendations for moving forward
Most people leave feeling the same thing: Relief.
Because when you understand your finances, everything else in business becomes easier to plan.
Who This Is Perfect For
This session is ideal if you are:
A UK-based sole trader or small business owner
Running a creative or crafty business
Using cash basis accounting
Feeling unsure about whether your bookkeeping setup is right
Wanting to understand your numbers more clearly
Looking for guidance on improving your systems
Ready to grow your business with more financial confidence
Who This Is Not For
This session is designed specifically for UK-based businesses.
If you’re outside the UK or looking for ongoing bookkeeping services rather than guidance and clarity, this may not be the right fit.
What You Need to Bring
Nothing complicated.
Just come along ready to:
Share your screen
Open your most recent accounts or bookkeeping
Ask questions
We’ll take it from there.
Ready to Get Clear on Your Numbers?
If you’re ready to stop guessing and start understanding what your finances are really telling you, this session is for you.
Book your 90-minute Finance Audit and let’s take a proper look at your numbers together.
