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Financial Audit: What is our “Financial MOT”

Using our deep experience of many SMEs in a wide variety of industries, we will independently review your financial systems and processes to determine ways to improve cash-flow and profits or raise finance. Our financial audit helps create an accurate picture of your business finances, and will help expose problems and inefficiencies. 

How our Financial Audit works

  • We conduct an initial telephone interview to get an overview of your business (size, description, location and age of business plus existing accounting arrangements)
  • You send us basic information (full annual accounts, latest management accounts plus business plan if you have one)
  • We analyse this off-line
  • We meet you (and key staff) at your offices to undertake further analysis
  • We report to you the findings of our financial audit

What does our financial audit cost?

  • You pay only £350
  • This is less than half the cost of our work (our marketing budget pays the rest)
  • If you later engage with us, for longer term financial support, the £350 is fully refundable

Alpha Financials Special Financial Audit Offer – Financial Performance and Funding Review


Independent review of client’s financial performance and identification of best way to raise finance

Background Information to gather up-front

Description of business, location, how long it has existed (must be >= 3 years)

Business turnover (must be >£0.5m pa)

Funding Advice

– How much do you think you need
– Why it’s needed
– Which funders have been approached
– What their responses were

AF Approach

All work undertaken by experienced and qualified Finance Director

On-site and off-line review of financial performance

Develop simple cashflow forecast for the whole business showing:

a) Funding shortfall
b) Funding duration
c) Ability to repay

If this looks ok, develop a few broad options:

a) Bank loan
b) Bank overdraft
c) Speciality funder/Asset finance
d) P2P

For each, estimate likely cost, advantages and disadvantages.

Agree best approach with client.

Client Deliverables

  • Payment of £500 fee (refundable)
  • Key staff made available for on-site interviews on agreed date
  • Up-front provision of last 2 sets of full annual accounts (ie P&L as well as B/S)
  • Up-front provision of latest management accounts

Alpha Deliverables

  • Future cashflow forecast to support funding application
  • Feedback on financial performance
  • Recommended approach for funding

Why Alpha Financials?

Established in 2009, Alpha Financials has extensive experience in fulfilling the various reporting requirements placed on smaller businesses, quickly, efficiently and effectively.

We’re expert and efficient, but you’ll also find us accessible, friendly and approachable. When you have those accounting questions that inevitably arise, we’re here to help.

We understand that you need to know that your statutory obligations are in good hands, so you can focus your creativity, energy and time on running your business. That’s exactly what Basics does for you – dependably, accurately and promptly, every time.

  • “Our financial reporting was slow and unhelpful. Alpha-Financials has provided us with the best financial reporting we’ve ever had.”

    James Hammersley, Founding Partner Good Growth Ltd.
  • “How do I achieve the lowest energy bill possible? With Alpha Financials’ help, we determined that a second hand gas boiler was the most economically viable option for our company.”

    Mark Teideman, Owner Cherry Tree Preservatives
  • “Alpha Financials’ input was invaluable to delivering such a successful workshop and we would not hesitate to recommend their expertise of finance and the renewable energy sector.”

    Dr Cecilia Fenech, Research Fellow Cranfield University
  • “The Alpha-Financial team took our project on board showing as much enthusiasm for it as we did ourselves. Any task we undertook they committed themselves 110%, their dedication was second to none. Any help we required they gave without question.”

    Greg Nicklin, Owner Marsh Hollow Farm
  • “Alpha Financials produced a very impressive, interesting and helpful report and the company showed great commitment and consistency despite difficult circumstances.”

    Abdulhady Taher, Director Organia Ltd