Services / Your Finance Friend / Business Sense Check
Your Finance FriendBusiness Sense Check
A structured conversation about the health, direction, and resilience of your business - available to anyone, at any stage.
Running a business means making decisions constantly. The Business Sense Check is the space to think them through properly - with someone who asks the right questions, listens carefully, and helps you see your business more clearly.
The Business Sense Check isn't a bookkeeping service. It's a structured advisory session - about how the business is doing, where it's heading, what the risks are, and what you're not quite sure about. The kind of conversation most business owners never get to have.
You leave with something you can actually use - a clear, honest picture of where your business stands, what needs attention, and what to do next. Not just a feeling that it was a useful conversation.
Available to any client, at any stage - and as a standalone service to non-clients. No ongoing commitment required.
The Business Sense Check is for any business owner who wants a proper conversation about their business - not just their numbers.
It's for the owner who's been so busy running the business they haven't had a chance to step back and look at it. For the person facing a big decision and wanting a clear head before they make it. For someone who knows something feels uncertain but isn't quite sure what.
You don't need to be a Numerarti client. You don't need to have your accounts in order. You don't even need to know exactly what you want to talk about. You just need a business and a willingness to think honestly about it.
Not a review of your books. A working session about your business.
Every Business Sense Check session produces two things.
The first is Your Business Picture - a structured, plain English assessment of where your business stands across the areas that matter. Built in your first session and developed over time, so it gets more useful the longer it exists.
The second is your session summary - a clear record of everything discussed, actions agreed, and any referrals made. Something you can refer back to and act on.
A short preparation pack is sent before every session so the time together is as useful as possible.
No financial data required. Just you, your business, and an honest conversation about what's going on. Everything that comes up goes into Your Business Picture. Actions are agreed and recorded in your session summary. You leave with both - clear, plain English, and yours to use.
Everything in The Conversation - plus your numbers. You bring whatever financial information you have. The financial layer grounds Your Business Picture in reality - risks are informed by what the numbers actually show, and the picture that emerges is more complete and more useful as a result.
£300 for a first session, £200 thereafter - the same for both The Conversation and The Full Picture. First sessions are higher because Your Business Picture is built from scratch. See Ways to Work Together for a full overview.
No predetermined path. The right next step follows from the conversation.
Some clients come for one session and leave with what they needed. The door stays open. Some find it valuable enough to make it a regular rhythm. And sometimes the session surfaces something more specific - a need for a periodic review, oversight of an existing arrangement, or a decision to hand the finances over entirely.
If any of that comes up, the options are there. If it doesn't, a single session is a perfectly good place to stop.
Looking for a periodic review of your books as well? Taking Stock →
Ready to hand your finances over entirely? Your Finance Function →
Book a Business Sense Check →