Learn how to understand the financial performance of your business
Join our FREE webinar
Lets face it accounts are boring! However accounting is the language of business and therefore your better learn how to read it!
Our webinar will take you through the key methods and strategies you can implement to ensure you really understand your business financials and gain Financial Clarity
Your numbers already know the answer. We say it out loud.
A focused half-day session to find what's leaking, what the numbers are already telling you, and what to do about it — with a clear direction you can act on immediately.
- Pre-session financial review
- Half-day intensive with Ian Morgan
- Profit leakage analysis
- Cash flow and pricing review
- Clear action plan with priorities
- Follow-up summary report
Limited availability. Sessions are booked individually — no cohorts, no waiting lists.
Has anyone ever questioned your pricing? Asked why a channel is underperforming?
Your accountant files your accounts. That's it.
You get a call once a year, a set of numbers you half-understand, and a tax bill. No insight into what the numbers are actually saying. No one asking the question the numbers are already asking.
The numbers are doing the work. Nobody's reading them.
Why are you discounting at 20% when your net margin is 25%? Why chase a channel at 30% margin when another runs at 60%? These questions are already in your numbers. Nobody's asked them yet.
You suspect there's more profit in the business. You just can't find it.
It's not that the business is failing — it's that it's working harder than it needs to for the profit you're taking out. Profit leaks silently. That gap is what we're here to close.
Six months of insight in a morning
We review your numbers before we sit down together, so we're not spending your time gathering data. We arrive ready to interrogate it.
Where is money leaving the business unnecessarily? Pricing, margin, costs, tax — we map it all and put a number on what's recoverable.
Profit and cash are not the same thing. We look at the timing, the patterns, and the fixes — so you stop being surprised by your bank balance.
We go through your bank statement line by line — essential, nice to have, unnecessary. Then the questions nobody's asked: why that margin, why that channel, why that price. We say what the numbers are already saying.
Not a report to file away. A short, prioritised list of what to do first — decisions you can make in the next 30 days that will move the numbers.
Everything captured and sent to you within 24 hours of the session. Your plan in writing, so nothing gets lost in the room.
Simple. Fast. Focused.
Choose a date that works. You'll receive a short pre-session brief so we can hit the ground running.
Before we meet, we analyse your financials. Accounts, management data, pricing — whatever you have.
Half a day with Ian Morgan. No fluff, no frameworks for their own sake — just your numbers and what they mean for your business.
Within 24 hours, you receive your summary and action plan. Clear priorities. Nothing lost.
Right for some. Not right for all.
- ✓ Owner-managed service businesses with £500k–£5m turnover
- ✓ Profitable businesses that feel like they should be more so
- ✓ Owners who think their accountant could be doing more — but aren't sure what
- ✓ People who want the honest conversation, not a comfortable one
- ✓ Owners ready to find out what they've been missing
Not a fit if...
- ✕ You're a start-up or pre-revenue business
- ✕ You're looking for someone to file your accounts
- ✕ You want a report to validate decisions you've already made
- ✕ You're not willing to share your real numbers
- ✕ You're not ready to act on what you find
The numbers don't lie
We knew the business was doing well. We didn't know how much better it could do. That morning changed how we make every financial decision.
I thought we had a cash flow problem. Turns out we had a pricing problem. The difference was about £80k a year. Worth every penny.
Your numbers already know. Find out what.
We use your numbers to find the direction — not just report the result. One morning. A clear plan. Something to act on by Friday.
Sessions run individually. No cohorts, no group programmes. When a slot is gone, it's gone.