Financial Clarity Workshop

What the Financial Clarity Workshop covers

The workshop gives you a clear view of where the business stands now and what to focus on next. We tailor the discussion to your setup (sole trader or limited company) and the way you trade.

You can expect:

• A plain-English review of your current financial position and recent performance
• A check of income and costs to highlight trends, gaps, or surprises
• Cash flow clarity, including what is driving the peaks and dips
• A review of what you should be setting aside for tax (and VAT if registered)
• Key metrics that matter for your business, not generic ratios
• A prioritised list of actions to improve accuracy, control, and decision-making

Who this is for

This service is a good fit if you:

• Feel unsure whether your figures are up to date or reliable
• Want to understand profitability beyond what is in the bank
• Need to plan for tax, VAT, or dividends without guesswork
• Are growing and want better visibility before hiring, investing, or taking on new work
• Have an upcoming deadline or funding conversation and want your numbers straight

How the workshop works

We start by agreeing what you want from the session, then use your available records to work through the numbers in a structured way. That might include your bookkeeping reports, bank activity, VAT history, payroll totals, or management accounts.

During the session we translate the figures into answers to practical questions, then capture decisions and next steps as we go. If something looks off, we will identify what to check and how to fix it.

What you get afterwards

After the workshop you receive a clear summary of what was covered and an action plan you can follow. This typically includes the key numbers to track, what to change in your bookkeeping or processes, and what to prepare for upcoming tax points.

If you want ongoing support, the outcomes can be used as a baseline for regular check-ins, better forecasting, and more proactive planning.