Included
The initial diagnostic, findings report, evidence, next steps and a discussion.
Free initial finance audit
Find the financial checks that matter before your next decision.
Get a focused review of your books, reporting, margins, cash, inventory and plan. The free audit includes a findings report, supporting evidence, prioritised actions and a discussion.
A free diagnostic with a clear scope.
Choose the period, records and finance question. Set the report and discussion dates around the records available.
Follow-on work
Setup, cleanup, implementation and recurring support have separate scopes and fees. A monthly package is optional.
Purpose
An operating-finance diagnostic. Tax or legal advice, filings and statutory assurance use separate specialist arrangements.
Five areas to check.
Connect each question to the records and calculations it needs.
Books
Trace settlements to the bank and ledger. Review fees, refunds, COGS and unexplained balances.
Reporting
Check the period, accounting basis, definitions and links to source records.
Margins
Compare SKU and channel contribution. Check discounts, refunds, complete costs and shared allocations.
Cash and inventory
Check opening cash, collections, supplier dates and stock commitments against quantity and cost records.
Plan and forecast
Explain same-period plan variances and review the assumptions in a separately dated cash forecast.
A findings report with an action for each issue.
See the calculation, the evidence to check and the next step in one place.
Scope and records
The period, questions reviewed and source coverage.
Findings and evidence
Observations linked to records or calculations, with an explanation of their meaning and any check still needed.
Priorities
Actions in dependency order, with an owner for each step.
Discussion
Walk through the evidence and choose which work should follow.
Prepare the records behind the question.
Begin with your channels, reporting and decision. Confirm access and record handling before transferring detailed financial sources.
Business brief
Store URL, channels, accounting system, finance question and any decision deadline.
Books and reporting
Ledger reports, bank and card statements, settlement exports and clearing schedules for the period.
Margins and inventory
Order and refund records, cost layers, stock counts and movements, landed costs, fees, fulfilment and acquisition spend.
Cash and planning
Opening cash, expected collections, supplier commitments, dated operating payments and the budget or forecast.
Record owner
A person who can supply the records and answer operating questions.
Choose the work that follows the findings.
Use the audit to resolve the immediate question and decide what ongoing work would add value.
Complete the checks
Obtain outstanding records and resolve definitions before posting an adjustment or changing a plan.
Set up or clean up
Define the accounts, backlog, corrections and reporting tasks as a separate paid scope.
Build a finance routine
Compare Core’s reporting and planning foundations with Growth’s additional strategy and scenarios.
Questions about the free audit.
Understand the report, the records and the next step.
Is the initial audit free?
Yes. The initial finance audit is free. It includes a findings report, supporting evidence, next steps and a discussion. Setup, cleanup, implementation and recurring work are priced separately.
What does the audit include?
A findings report linking observations to evidence, records still needed and prioritised next steps, followed by a discussion.
When will the report arrive?
Set the report and discussion dates after checking the record list, period and coverage.
Do I need to buy Core or Growth?
No. You can take the free initial audit without buying a monthly package. Any further work is agreed separately.
Which records are most useful?
Start with the ledger, bank statements, settlement exports and product costs for one defined period. Add inventory and supplier records, the budget and dated commitments for the questions being reviewed.
What does the form do?
Prepare an audit brief, edit the details and copy the summary for your first conversation.
How does the audit example differ from the report example?
The audit organises findings, evidence and next actions. The recurring report shows product contribution, budget variances and a cash forecast.
Prepare your audit brief.
Prepare a summary of your brand and finance question. Edit the details, then copy the brief for your first conversation.
Your brand
Contact details, store URL and sales channels.
Your decision
The finance question and the timing that matters.
Your interests
Core, Growth, custom work or not sure. Keep the selection with your brief.
The decision ahead
What do you need to decide?
Name the options you are considering, the reporting question and when you need to act. Preview the brief, then copy it for your first conversation.
Keep financial records and account credentials out of your brief.