Free Finance Health Check For Your Business
Get expert insights on your numbers in 3 simple steps
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Step 1: Share Your Financial Data
✅ Add claire@profitcashgrowth.com to your bookkeeping system
✅ We support Xero, Quickbooks, Sage and Clearbooks
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Step 3: Get Your Custom Report & Action Plan
✅ Claire will analyse your finances and prepare key insights & recommendations.
✅ On the call, she'll explain what your numbers are telling you and how to boost profit & cash flow
​​You will need to share your business's financial information with us by granting access to your bookkeeping system.​ We will not enter any transactions into your systems; we will only review your data. Rest assured, we uphold the highest standards of confidentiality and professionalism. If you require a Non-Disclosure Agreement (NDA) for additional peace of mind, we are happy to assist with this. Please share your NDA with us, or request our template.
The Small Print
Anti Money Laundering
Under UK law all accountants are legally required to comply with AML regulations. This complimentary session is not deemed to be a “business relationship” and as such no up front AML checks are required.
None the less, if at any time, there appears to be grounds to suspect any instruction or activity relates to ‘criminal property’, We are obliged to make a report to the National Crime Agency (“NCA”). In such circumstance we are prohibited from telling you or the relevant party we have done so. In such circumstances we will be prevented from acting on your instructions without the prior written consent of the NCA.
Further information can be found here: https://www.ccab.org.uk/anti-money-laundering-and-counter-terrorist-financing-guidance-for-the-accountancy-sector-2023/
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Other
We cannot guarantee that our recommendations are the most appropriate way forward. It remains, at all times, your responsibility to ensure that implementing any recommendations is in the best interests of your business.
You will be responsible for ensuring that you comply with all statutes, regulations, byelaws, standards, codes of conduct and any other rules relevant to our recommendations. Further you are responsible for taking action, or instructing someone to take action on your behalf, by means of implementing any recommendations, actions and results. We are unable to make any warranty or representation that any result with be bought about as a result of the Services.
Full Terms & Conditions can be found here.