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Financial Health Check

​Financial Health Check

Our financial health check aims to look at the suitability of your financial tools within your business, the quality of the information and how accessible this is for you and your decision making process.


Reviewing areas like performance, position and strategy, it provides an objective third party view of your business's opportunities and threats, including funding sources, systems and internal reporting.

​The Process

The Financial Health Check has a standard process, which includes the following stages:
  • The completion of a diagnostic form provided
  • The submission of financial information to us
  • The review of information by us, in preparation
  • A consultation meeting, to dig a little deeper
  • Then the preparation of a summary report for you with suggested next steps and how we might be able to help you take action
Financial health check - Pyramis Solutions

Who is it for?

This package is suitable if you:
  • Are looking to quickly audit the set up of the finance function and make sure all the bases are covered
  • Are looking for some reassurance that you have the accounts and reporting set up in the correct way
  • Have a step change in mind and want to know what you need to look at next
  • Are looking for ideas on how to mature your financials to support your future
  • Feel like you don’t know what you don’t know

​Overview

Our Financial Health Check is designed to be a top level diagnostic review to outline the next steps for you and your business.
Your Elements – Diagnostic Survey & Consultation Time   
Duration – Estimated 2 Hours   
​Price – £275*
​
Pyramis Solutions believes in setting the foundations as early as possible and therefore offers a discount to start ups in their first year of trading, please get in touch for more details.

What's next?

Please note that due to the nature of the product, there are a number of items that will be required before a consultation is confirmed, these include:
  • Agreed standard terms and payment
  • Completed diagnostic form
  • Financial documents/information provided
    ​​
Once all the preparation is complete, a member of the team will confirm the consultation appointment.

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CASH FLOW FORECAST
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​Tel: 01173 182 245 
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07414  277876
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Pyramis Solutions Ltd is a registered company in England & Wales.  Company Registration Number: 11083273;
​Company Registered Address: 124 Whitehall Road, Bristol, BS5 9BH. Company Office Address:
​Future Space, UWE North Gate, Filton Road, Bristol, BS34 8RB.
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  • Home
  • About
  • Services
    • Cash Flow Forecast
    • Working Sessions
    • Ongoing Support
    • Financial Health Check
    • Xero
    • Float
    • Other Services
    • Special Support Schemes
    • Pyramis Accountancy
  • Appointments
  • News & Articles
  • Contact Us