Financial Health Score
A structured assessment across six areas, giving you a clear view of the business today.
Level 2 of 3 · Financial Health Review
Know your numbers. Know what to do next.
A focused diagnostic review that shows what is really driving profit and cash, where the biggest risks and opportunities sit, and what to prioritise over the next 90 days.
- Fee
- Fixed fee from £2,000
- Timescale
- Within 10 working days
- Outcome
- Five priorities and a 90-day plan
What the review examines
The review brings profit, cash and forecasting together, rather than looking at each number in isolation.
Profitability review
Revenue, gross profit, margins, overheads, operating profit and, where the information allows, customer and service profitability.
Cash review
Cash position, debtors, creditors, working capital, cash conversion, upcoming pressure points and the cashflow forecast.
Forecast review
The assumptions behind revenue, margins, costs and cash, tested through downside, base and upside scenarios.
What you receive
- A clear Financial Health Score
- The five most important opportunities and risks
- A 90-day action plan with priorities, owners and deadlines
- The expected financial impact and measure of success for each action
- A findings meeting to explain the results and agree the next step
How the three levels compare
Start with the support your business needs now. Each level creates a clear route into deeper analysis and ongoing financial leadership when the time is right.
Level 1
Core Hermit Services
From £195 a month
- Meetings
- Ongoing support shaped around your business
- Between reviews
- Year-round help from Linda and the team
Level 2
Financial Health Review
Fixed fee from £2,000
- Meetings
- Completed within 10 working days
- Between reviews
- Report, 90-day action plan and findings meeting
You are here
Level 3
Profit and Growth Partnership
Fixed monthly fee from £1,500
- Meetings
- Monthly support plus a quarterly strategic review
- Between reviews
- Ongoing financial leadership and decision support
Ready for a clearer financial picture?
Tell Linda what feels unclear or difficult in the business. The first conversation is free and there is no hard sell.
Book a call