SME Financial
Snapshot
A forensic financial analysis that reveals exactly where profit is leaking, where cash is trapped, and gives you a clear action plan — all in plain English with real dollar figures.
Is Your Business Leaving Money on the Table?
Most small business owners are too busy running their business to step back and look at the financial big picture. Your accountant does your tax return, but who's actually analysing your financial health and telling you where to improve?
The SME Financial Snapshot is a deep-dive analysis of your financials. We calculate 13+ key financial ratios and deliver a clear, actionable report that tells you exactly what's working, what's not, and what to do about it. Only one year of data is needed — add previous years for richer trend insights.
Your Financial Health Report
13+ Financial Ratios
Profitability, liquidity, efficiency, leverage — we analyse every angle of your financial health using industry-standard metrics.
Traffic-Light Dashboard
Each metric gets a green/amber/red rating so you can see at a glance where you're strong and where you need attention.
3-Year Trend Analysis
We track how each metric has moved over time — revealing whether things are improving, declining, or stagnating. Provide up to 3 years of data for the richest trend analysis.
Dollar-Impact Report
We don't just say "improve your debtor days" — we tell you exactly how much money you'd free up by improving each metric.
Plain English Summary
No accounting jargon. Every finding is explained in simple language with clear, actionable recommendations.
Action Plan
Prioritised list of what to fix first for the biggest impact. Quick wins and long-term strategies tailored to your business.
Simple 3-Step Process
Share Your Financials
Send us your most recent financial statements (P&L + Balance Sheet). One year is all we need — but if you have 2-3 years, include them for deeper trend analysis. Your accountant can provide these.
We Analyse Everything
We run a deep-dive analysis across 13+ financial ratios, identify trends, and build your personalised report.
Review Together
We walk you through the report, explain every finding in plain English, and discuss your action plan.