Written findings
A clear explanation of what is slowing work down or costing the business money, with the evidence and any gaps.
01 / Findings
01 / Business review
Start with
the whole
picture.
We review your finances, growth, and operations alongside the way work gets done. You leave with written findings, an initial dashboard, and priorities for improvement.
Review & priorities
What’s happening?
What matters?
What comes next?
We use AI where appropriate to bring together approved information, identify patterns, and prepare the first analysis. Your advisor checks the findings, asks about the context, and explains what the evidence supports. We agree which information can be used in which tools before the review starts.
What you receive
Findings you can
use. A plan you
can work from.
An initial dashboard
See what is overdue, what bills are coming up, and which work makes money. We agree the measures and explain where the figures come from.
02 / Dashboard
A prioritized action plan
The recommended work in order, considering likely benefit, effort, and what needs to happen first. We discuss it with you before agreeing any implementation.
03 / Priorities
The review process
From the first
questions to
the next steps.
01 / Context
Agree the questions.
We discuss your goals, concerns, tools, and upcoming decisions, including any privacy or industry requirements. Then we confirm the scope, timing, and access needed.
02 / Review
Follow the work.
We review the agreed reports and walk through selected processes with your team. We trace handoffs, decisions, and exceptions to understand where work slows down and what needs to change.
03 / Priorities
Discuss the priorities.
We walk you through the findings, explain the options, and recommend where to start. You decide what to take forward.
Before we begin
Questions you may have.
What do you need from us?
Time with the owner, access to agreed reports or systems, and someone who can explain the day-to-day work. We confirm the requirements before starting.
How long does the review take?
Usually two to three weeks. Timing depends on the agreed scope and the availability of information. We confirm the schedule before starting and discuss any gaps that could affect it.
What if our records are incomplete?
We explain the gaps and how they limit the findings. If the review needs additional cleanup or specialist work, we discuss that with you before changing the scope or fee.
How much does it cost?
Fees start at $3,000 and depend on the size and complexity of the business. We agree a fixed fee before work begins. The fees page sets out the guide.
A first conversation
What needs
a closer look?
Tell us about the business and the questions you want the review to answer.
Let’s talk