Choose Your Complimentary £599 Diagnostic Review

We’re inviting a small number of business owners to choose one of our two diagnostic reviews, completely complimentary.

Both reviews normally cost £599 and are designed to give you clear, practical actions you can use to improve your business.

You can choose:

Tax Diagnostic Review

Find legitimate opportunities to reduce tax, avoid surprises and plan ahead.

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Business Diagnostic Review

Identify the changes that could have the biggest impact on your profit and cash.

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To qualify, your review must be booked by 31 August 2026 and should normally take place by 30 September 2026.

If you can’t find a suitable September appointment, email us before 31 August. We’ll honour the offer and arrange another date, even if the review has to take place in early October.

Which Review Should You Choose?

Choose the Tax Diagnostic Review if you’re wondering:

• Am I paying more tax than I need to?
• Am I making full use of the available reliefs and allowances?
• Is there a more tax-efficient way to take money from my company?
• Could pensions, employee benefits or rewards be used more effectively?
• Are there decisions I need to make before my financial year-end?

Choose the Business Diagnostic Review if:

• Your business is busy, but the profits don’t reflect the effort
• Cash feels tighter than it should
• You’re unsure which products, services or customers make the most money
• Your margins may not be where they should be
• You want to understand which changes would have the biggest financial impact

There’s no wrong choice.

Both reviews are designed to give you clarity on where you are now, where the opportunities sit and what you should do next.

The Tax Diagnostic Review

Leave No Stone Unturned

The Tax Diagnostic Review is a structured review of your business and personal tax position.

We use specialist tax diagnostic software to explore the reliefs, allowances and planning opportunities that may be relevant to you.

This goes beyond simply checking that your tax return is correct. It looks at whether your affairs could be structured or planned more effectively in the future.

What You Get

• A detailed review of your current tax position
• Identification of relevant tax reliefs and allowances
• A review of how you take money from the business
• Consideration of pension planning, benefits and employee rewards
• Identification of any risks, gaps or decisions that need attention
• A clear, prioritised action plan
• Our Tax-Smart Employee Rewards Pack, including guidance on introducing an employee suggestion scheme where appropriate

We can’t promise that every business will have the same tax-saving opportunities.

We can promise that we’ll carry out a thorough review and explain clearly what is available, what isn’t, and what you should do next.

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The Business Diagnostic Review

Understand the Numbers That Drive Your Business

The Business Diagnostic Review helps you understand how your business is really performing and where the greatest opportunities for improvement sit.

We look at the seven key numbers that drive profit and cash, compare your performance with similar UK businesses and model what relatively small changes could do to your results.

The purpose isn’t to produce another long report.

It’s to help you decide where to focus.

What You Get

• A review of your seven key business numbers
• Benchmarking against similar businesses
• A clear view of your current margins, profit and cash position
• Modelling of potential improvements to pricing, sales, costs, margins and cash collection
• Identification of the areas with the greatest potential
• A focused 90-day action plan
• One to three priority actions to begin implementing immediately

The Business Diagnostic Review sits at the start of our PROFITS Pathway, helping you establish your position, agree your objectives and identify the most important profit drivers before building a longer-term plan.

How It Works

1. Choose Your Review

Select either the Tax Diagnostic Review or the Business Diagnostic Review and book a suitable appointment.

2. Send Us the Information

We’ll let you know exactly what we need before the meeting.

For the Business Diagnostic Review, this will usually include your latest accounts and recent financial information.

For the Tax Diagnostic Review, we’ll send you a short questionnaire covering your business and personal circumstances.

3. We Complete the Review

We’ll analyse the information before your appointment so that the meeting can focus on the findings, opportunities and recommended actions.

4. Attend the Review Meeting

We’ll explain everything in plain English and agree the most useful next steps.

There’s no obligation to change accountant or proceed with any further work.

Who Are These Reviews For?

These reviews are designed for owners of established UK businesses who want more than basic year-end accounts and tax returns.

They’re particularly useful for six and seven figure businesses where:

• The owner wants to increase profit or improve cash flow
• The business has become more complex as it has grown
• The current accountant is mainly focused on compliance
• More proactive tax or business planning would be valuable
• The owner wants clear advice without unnecessary jargon

What These Reviews Are Not

They’re not sales calls disguised as reviews.

They’re not generic checklists.

And they’re not long reports that will sit unread in a drawer.

You’ll receive clear findings, practical recommendations and an action plan you can actually use.

Choose Your Complimentary Review

Both diagnostic reviews normally cost £599.

Book by 31 August 2026 to receive your chosen review on a complimentary basis.

The review should normally take place by 30 September 2026.

Tax Diagnostic Review

Find legitimate tax-saving and planning opportunities.

Business Diagnostic Review

Identify the actions that could improve profit and cash.

Email us before 31 August and we’ll make sure the offer is honoured.