Book a fit call
Finance Review

Every number you run the business on, reviewed in one sitting.

Ninety minutes with your accounting file, management pack, forecast, models and working spreadsheets open in front of Liam Collier, who builds these for a living. You leave the call knowing what is wrong, what it is costing you, and what to do about it.

Fee $490 one-time
Findings Same day sent after the call
Book a Finance Review
Fully credited against a Control Sprint booked within thirty days. If your intake shows there is nothing here worth $490, you are refunded before we meet.
What gets reviewed

Not just the accounting file. Everything you make decisions from.

Most owner-operated businesses run on one polished report and four spreadsheets nobody has checked in a year. The reporting looks fine and the decisions are being made somewhere else entirely. The Review covers the whole set, because the gap between them is usually where the money is.

ArtifactWhat is being checked
01 · FileAccounting fileStructure, coding integrity, whether the P&L can answer a margin question.
02 · ReportingManagement packWhether it reports what changed, or only what happened.
03 · ForecastBudget and forecastWhether it is a plan or a projection, and whether cash is in it.
04 · ModelFinancial modelWhether the outputs are driven or typed.
05 · DashboardsKPI reportingWhether the numbers tie to the file.
06 · Board packLeadership reportingWhether it supports a decision or narrates a month.
07 · SpreadsheetsWorking filesSingle points of failure, and what depends on them.
How it runs

Five steps. Nothing to prepare.

  1. 01

    Pay and pick a time.

    Sessions run within five business days.

  2. 02

    Answer eight questions.

    Revenue, headcount, entity, systems, and what is worrying you. Two minutes.

  3. 03

    Send what you use.

    Read access to the accounting file, plus copies of the reports, models and spreadsheets you rely on. Nothing gets prepared or cleaned up first.

  4. 04

    Ninety minutes, live.

    Everything on screen, worked through together. Findings are walked through on the call, not saved for a report you wait on.

  5. 05

    Written findings, same day.

    Sent straight after the call.

What you receive

A written verdict you can act on without me.

A short document. The state of your numbers in one paragraph. Three to five findings, each with the evidence and the dollars attached. A final page listing what a diagnosis cannot fix, and what it would take. Yours to keep and act on with whoever you like.

What this is not

What this is not.

Not a fix.The Review names what is wrong and what it is worth. It does not rebuild anything.
Not tax or compliance work.Anything tax-shaped goes back to your accountant, always.
Not a pitch with a report attached.If the honest answer is that your reporting is fine, that is the finding, and you keep the document.
The check before we meet

If it is not worth it, you do not pay for it.

Before we meet I read your intake. If I cannot find you more than $490 of answers, you get the full amount back and we never meet.

If you go further

Credited in full if you go further.

The full fee comes off a Control Sprint booked within thirty days of your findings. If you do not, the document is still yours and nothing follows.

See the Control Sprint
Book a Finance Review

Book your Review.

Pay and pick a time