Free business health check

Strong foundations start with solid numbers

A clearer view of your business finances.

Share a few details and securely arrange read-only access to your accounting records. Our team will review the figures, identify priority areas and talk everything through with you.

1. Your business2. Your accounts3. Consent & meeting

Step 1 of 3

Tell us about your business

Step 2 of 3

Tell us about your accounts

Which accounting system do you use?
What would you like us to focus on?
Secure access comes next

After you submit, CPM will email instructions for your accounting platform. You will grant read-only or adviser access inside that platform. Do not enter or send passwords, bank details or authentication codes.

Step 3 of 3

Consent and meeting preferences

What happens next?

CPM will verify your request, send safe access instructions, review the records you authorise and confirm a meeting. Access can be removed by you at any time.

What we’ll look at

A practical review, explained clearly.

Cash flow and working capitalBookkeeping accuracyProfit and cost trendsVAT, payroll and CISTax readinessReporting and controls