Business and personal finance review
Most promoters do not keep a wall between the company and the house. Limits, plots, school fees and the next wing sit in one head. This review looks at both.
You receive a plain note covering:
- How the business is doing – profit, cash, tax, and gaps between the books and operations
- How the household sits – commitments, property, and near-term needs
- Where the two are tangled (guarantees, money taken from the firm)
- A sequence: what to tidy, what not to spend, what to take to a bank or leave alone
Day-to-day accounts and returns stay with your chartered accountant, or with a professional we introduce.
An introductory diagnostic – a short scored note after a conversation – can be requested. The full review is a paid engagement. The diagnostic is not an audit and not a letter you can send to a bank.