A narrower review for a forecast already drafted
We recalculate the sheet, follow cash movements month by month and test whether sales receipts, supplier payments, tax, payroll, owner drawings and debt instalments occur at credible times. The result is a concise findings note and a 30-minute call.
This service does not assess the full application pack or create a forecast from scratch. If the workbook depends on several entities, scenarios or detailed project finance, we will recommend a custom scope.
What to provide
Send the editable forecast, the most recent six months of business bank statements, a short explanation of major assumptions, and the amount, term and indicative repayment for the proposed finance. Normal turnaround begins when all agreed records are received.