Is Your Business Due for a Financial MOT?

Is Your Business Due for a Financial MOT?

Just like your car needs an annual MOT to keep it roadworthy, your business finances need a regular health check to keep you moving towards your goals.

When was the last time you properly looked under the hood of your business finances? If you’re like most business owners, you’re probably too busy actually running your business to step back and see the bigger picture. But here’s the thing – without that bird’s eye view, you could be missing out on thousands in tax savings, efficiency gains, and peace of mind.

What is a Financial MOT?

Think of it as a comprehensive health check for your business finances. In just one hour, we’ll walk through every aspect of your financial setup together, identifying what’s working, what’s not, and most importantly – what opportunities you’re missing.

We’ll cover:

Tax Efficiency & Planning

  • Salary/dividend mix optimisation (for Limited Companies)
  • Pension contributions and planning
  • Trivial benefits you might be missing (for Limited Companies)
  • Use of home allowances
  • VAT threshold considerations

Systems & Automation

  • Payment processes and reminders
  • Recurring invoice setup
  • Bookkeeping automation
  • Time-saving shortcuts you didn’t know existed

Strategic Analysis

  • Cost analysis and profit optimisation
  • Sole trader vs limited company structure review
  • Cashflow forecasting
  • Getting ready for Making Tax Digital (coming April 2026 for Sole Traders))

Plus – this is your chance to pick my brains! Bring all those niggling questions you’ve been meaning to ask an accountant.

Is This For You?

This Financial MOT is perfect if you:

  • Hate dealing with accounts (we get it!)
  • Aren’t on top of your bookkeeping
  • Have money owed to you that you’re not chasing
  • Don’t really know what’s going on financially
  • Haven’t moved to accounting software yet
  • Are heading towards the VAT threshold or new to VAT
  • Struggle to separate business and personal expenses
  • Are unsure about what you can claim
  • Feel like you’re flying by the seat of your pants with no financial visibility
  • Spend too much time on admin instead of growing your business

This probably isn’t for you if:

  • You’re already on top of everything
  • Have a trusted accountant relationship
  • Are meticulous with your accounts and in a solid routine
  • Use advanced accounting software effectively
  • Have clear financial processes and reporting in place

What You’ll Walk Away With

By the end of our session, you’ll have:

  • A clear action plan for the next 90 days
  • Identified tax savings opportunities
  • Streamlined systems recommendations
  • Our comprehensive Expenses Guide
  • Cashflow template
  • Any other relevant guides for your specific situation
  • Most importantly – the confidence that you’ve “got this”

The biggest transformation our clients experience? That shift from feeling overwhelmed and scared about their finances to feeling completely in control. Suddenly, accounts aren’t this big scary monster – they’re just another part of your business that’s working FOR you, not against you.

Ready to Take Control of Your Business Finances?

Investment: £197 including VAT

This isn’t just about getting organised (though you absolutely will). It’s about unlocking the potential that’s already in your business – potential that might be hidden under inefficient processes, missed opportunities, or simply not knowing what you don’t know.

Your business deserves to run as smoothly as a well-serviced car. And you deserve to feel confident and in control of your finances.

Book your Financial MOT