Business and Financial Management Review

Are you absolutely sure your business is on firm financial footing? When your business seems to be running smoothly, it’s easy to get complacent.

Yet under the surface, there may be financial problems you’re not even aware of. Problems like accounting errors and financial management systems which are simply not fit-for-purpose. When these erupt, they can wreak havoc on your business.

Let’s spend a day checking that everything is in order, highlighting potential problems and suggesting solutions. Don’t wait until it’s too late. A Business and Financial Management review lets you enjoy peace of mind, knowing your business can weather any storm.


The financial issues in your business might be hidden – but we can uncover them during our review. This is perfect whether you have seen some irregularities and are worried that there are hidden financial problems, or whether you simply want to ensure that your finances are being handled in the most professional, responsible way.

Here is how the review works:

  • We spend up to a day in your facilities
  • We assess your financial systems and processes
  • We highlight concerns and suggest improvements
  • You get a full written report
  • We review our findings with you at a follow up meeting
  • Implement the recommendations yourself or with our help

If it’s been a while since you’ve reviewed the way your finances are managed, there may be lots of inefficiencies – and worse, potentially dangerous errors – which have gone unnoticed. Here are some of the questions we ask, and answer, during your review:

  • Is your approvals process strong?
  • Are you using inadequate or outdated software?
  • Do your checks and controls work?
  • Can we spot accounting errors?
  • Is any data being omitted?
  • Is there any duplication in your workflows?

For information on Insight Associates accounts, FD and financial management services call us on 01279 647447 or Email Us

What our clients have to say…

We were taken back by the financial information we suddenly received

Alan MacGregor
Real Group

It was lots of small tweaks that made a big impact on our cash flow.

Trevor Hammond
Director, Byford and Hammond Limited

When looking to complete a management buyout it was obvious that Garry had the skills to guide us through the process. His team provided detailed data and Garry provided direction throughout. I would have no hesitation to hire them again.

David Amos
Go Train

Garry asked questions I couldn't answer, exposing cracks that made it clear we needed a system.

Trevor Hammond
Director, Byford and Hammond

Garry is one of the true business heroes, so much so that I’m surprised he doesn’t wear a cape and mask and have his pants on outside his suit!

Steve Richards
Managing Director, Dynamo Limited