Free Insight Report

See what your numbers are actually telling you.

Your first Insight Report is free: one month of your real numbers explained, the KPIs, margins, and trends that matter, in plain English, with a short walkthrough of what changed and why. The same report our clients get every month.

  • Free, and no obligation
  • Read-only, always
  • You are testing us, not the other way around

Start with a short intro call

About a minute to fill in. Then you pick a time that suits you.

Add a bit more (optional)

The moment you submit, you'll pick a time on our calendar for a short intro call. No surprise phone calls, you choose when.

Free, no obligation. Read-only access, we never touch your books.

A mutual NDA comes as standard. We send it right after the intro call, you will never have to ask.

Rather not fill this in? Book your intro call directly.

By submitting, you agree that we use these details to respond to your enquiry and arrange your call, as set out in our Privacy Policy.

What you walk away knowing.

  • Your headline numbers, and which way each is moving.
  • What they mean, in a short written read, not a chart dump.
  • Where the month went, so the margin story holds up.
  • What to look at next, and what your books cannot show yet.

A glimpse of the format, not the whole thing. How far it goes depends on what your books can support, and we say so.

You get two things.

The report

Your numbers read back to you: what your margins really are, which way your trends point, and what to do about it.

The walkthrough

A call with an honest read on the books underneath: what we could rely on, where they fall short, and what fixing it would take. No drama.

Illustrative sample

Three steps, and you can stop at any of them.

  1. 1

    A short intro call

    Fifteen to twenty minutes, nothing to prepare. If we are not a fit, we say so.

  2. 2

    You decide what we see

    Only if you want to go ahead: a mutual NDA, then view-only access to your books. Not comfortable? A statement export works instead.

  3. 3

    Your report, and a walkthrough

    Yours to keep. If you want us to carry on, we talk. If not, no follow-up.

Sharing numbers with strangers is a real worry. Here is where the line is.

  • Read-only, alwaysWe look, we never edit, and we never move money.
  • A mutual NDA firstWe bring it ourselves, right after the intro call.
  • View-only access, never your bankThe access your accountant already has. Never logins, never passwords.
  • Walk away wheneverYou keep the report, we do not chase.

Not comfortable with view-only access? A statement export works instead, we just see less.

Before you ask.

Is it really free? What is the catch?

Really free. It costs us a few hours, and it is the most honest pitch we have: you see the actual work instead of taking our word for it. No card, nothing to cancel.

Do I have to switch bookkeepers?

No. Keep the bookkeeper you trust and take the analysis from us. If you would rather hand us the books too, we do that.

What do you need from me?

View-only access to your books under a mutual NDA, the same access your accountant would get. A statement export works if you would rather, we just see less. Never your bank logins.

How long does it take?

The report takes a few working days once we have access. Then a short walkthrough at a time that suits you.

Still weighing it up?

The intro call costs you twenty minutes and commits you to nothing.

Pick a time