The problem
You can't plan what you can't see. Most business owners are working from year-end accounts that arrive nine months after the event, a bank balance that tells them nothing about next month, and a strong feeling that something isn't quite right without being able to point at it.
Clarity fixes that first. Before any commitment, before any twelve-month plan, we find out what's actually happening.
What you get
Diagnostic data review
A forensic sweep of your finances. We check reconciliations, flag duplicates, validate what's there, and make sure nothing is lurking in the shadows.
Your 7 key numbers
The handful of measures that genuinely drive your business, isolated and explained. Not a report. The numbers that matter and what they're telling you.
Cash flow check
Where the money is actually going, and where the gaps will appear before they appear.
Peer benchmark
How you compare with businesses like yours. Useful for confirming what's working. More useful for what you've simply got used to.
Potential analysis
There are five levers in any business that move profit and cash. Most owners are pulling one or two. We look at all five and quantify what's available.
Findings meeting and written action plan
We sit down, go through what we found, and you leave with a written plan you can act on immediately.
What happens at the end
You get a clear picture of your business and a plan, whether or not you go any further. If it turns out you'd benefit from ongoing support, we'll tell you which of our services fits and why. If you'd be better off just getting on with the plan yourself, we'll tell you that too.
Investment
£2,950
plus VAT
Six weeks from the point we have access to your systems.
If you go on to a C.A.L.M.S engagement within sixty days, the full £2,950 is credited against your join fee.