I will do financial analysis and ratio analysis for your business
Chartered Accountant ACA FCCA HMRC Tax Agent UK Tax and Payroll Expert
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
Do you need to understand how your business is really performing? I will prepare a clear and detailed financial analysis so you can make better business decisions.
I am an ICAEW chartered accountant with experience in financial reporting, ratio analysis and forecasting for UK small and medium businesses.
What I will analyse for you:
- Liquidity ratios (current ratio, quick ratio)
- Profitability ratios (gross margin, net margin, ROCE)
- Efficiency ratios (debtor days, creditor days, stock turnover)
- Leverage ratios (debt to equity, interest cover)
- Year on year trend analysis
- Profit and loss review
- Balance sheet review
- 12 month financial forecast
- Cash flow projections
What you will receive:
- Professional Excel report with all ratios calculated
- Written commentary explaining what the numbers mean
- Recommendations to improve financial performance
- Executive summary for management or investors
Please provide your last 1 to 3 years of financial statements. If you do not have formal accounts I can work from your bank statements and records.
Message me before ordering to confirm the scope of work.
ICAEW Chartered Accountant
Clients I’ve worked with
GOV.UK
Public Sector
HMRC Corporations tax return Companies House annual accounts
Mar 2024
My Portfolio
FAQ
What financial documents do I need to provide?
Ideally your profit and loss statement and balance sheet for the last 1 to 3 years. If you only have bank statements or basic records I can work from those too.
What format will the report be delivered in?
You will receive a professional Excel file with all ratios and analysis, plus a Word document with written commentary and recommendations. Both are fully editable.
Can you compare my business against industry benchmarks?
Yes. For the Standard and Premium packages I include industry benchmark comparisons where data is available so you can see how your business performs against competitors.
I need this for a bank loan or investor presentation. Can you help?
Yes. The Premium package includes an executive summary suitable for presenting to banks, investors or management. Message me first and I will confirm the format required.
How many years of data do you need?
Minimum 1 year for the Basic package. For trend analysis in the Standard and Premium packages, 2 to 3 years of data gives the most meaningful results.
