Design your business so it works the way you want it to.

Book a review and start tailoring your business to your lifestyle today

We know you don’t want to wait to start making steps towards a more flexible lifestyle.

Our process starts with a financial review because it’s impossible to know how to design your business so it works the way you want it to, without knowing how it’s working now.

What a financial review shows you

We’ll do a detailed review of your books so we can uncover any inconsistencies or errors and provide a review report highlighting:

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Any areas of concern
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The action points for you to consider

If your turnover is over 1M, we’ll provide specific recommendations for improving the business and its processes.

As a result of the review, we’ll give you a prioritised list of action items to help you know your business better and feel in control of your path.

How it works

£249

(for under 1M in turnover)

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Book in a 15 minute call

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Before the call

  • Receive a proposal to sign that it’s okay to look at your data
  • Pay the bill
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During the call

  • You’ll provide us with access to Xero accounting system or quickbooks
  • You’ll provide us with identification
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1 week after

  • Receive your Financial review report
  • We’ll help you understand the areas of concern highlighted
  • We will point you in the right direction

£995

(for over 1M in turnover)

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Book in a 15 minute call

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In the call

  • Decide which areas to look at
  • Identify the key contact people
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After the initial call

  • Receive a proposal
  • Sign and pay
  • Book in a second 15 minute call with the key finance person
  • Provide us with identification
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During the second call

  • You’ll provide access to Xero or quickbooks
  • We’ll chat more about your processes
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2 weeks after

  • Financial review report
  • We’ll help you understand the areas of concern highlighted
  • Will have action points for you to consider
  • We’ll provide specific recommendations for business improvement

“Although we were already using Xero, the structure was messy and we weren’t getting the information we needed. It was almost impossible to consolidate our UK and Overseas companies. We didn’t have the resource in-house to do this, and Tailored Accountancy were recommended to us. Sarah and her team were a vital partner in a complete Chart of Accounts restructure and we wouldn’t hesitate in using their Xero and process expertise again.”

~ Stuart Rogers, FD, Redsift

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FAQs

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Not ready to book just yet? Get tailored advice from our blogs in the meantime.

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