A hand holding a pen over a ruled document, mid-review

Approach

How it works.

Four steps, from a first read-through to quarterly edits. Nothing that waits until June.

Book a free margin reviewOpen Mon to Fri, 8.30am to 5.30pm

Step 1 of 4

First read-through

Free, twenty minutes, no pitch. Send us last year's numbers and we read them before we meet.

  • Twenty minutes, free
  • Last year's return and P&L
Hands marking up a financial statement with a pen, figures circled

Step 2 of 4

The mark-up

We go through the books line by line and flag what's off.

  • Every line of the P&L and BAS
  • A written list of what we found
Nadia checking a document against her calculator

Step 3 of 4

The fix

Systems and structure built to close the gaps we found.

  • Xero set up to catch it next time
  • Pricing and subscriptions changed
Nadia working at a desk by the window with a folder and calculator

Step 4 of 4

Ongoing edits

Quarterly reviews, minimum. Not a once-a-year scramble in June.

  • A review every quarter
  • One person who knows your numbers
Nadia running figures at her desk

Let's find what you're missing.

Book a free margin review. No jargon, no obligation, no surprise invoice.

Book a free margin review Open Mon to Fri, 8.30am to 5.30pm
Built by GraphiclWant a site like this? →