Problem
Which business numbers should a small-business owner understand?
Start with revenue, direct and operating costs, profit, cash movements, amounts owed and the data gaps that limit confidence in each figure.
Ask Larissa about thisWhat useful support looks like
A clear result, not an open-ended promise.
- ✓A record-quality review
- ✓A focused management summary
- ✓Period or budget comparisons
- ✓Questions and next actions
Before you ask for a quote
Use this practical checklist.
- 01
Confirm the records are complete
- 02
Choose the decision the report should support
- 03
Compare like-for-like periods
- 04
Separate profit from cash
- 05
Investigate material movements
Example
What this can look like in practice.
An owner sees sales rising while cash falls. A monthly report separates invoiced revenue, collections, costs and outstanding balances so the movement can be investigated.
This is an illustrative example, not a promise of a particular result or turnaround time.
Compare the process
From uncertainty to a defined bookkeeping routine.
| Area | Before support | With an agreed EBA scope |
|---|---|---|
| Records | Software dashboards show totals without enough context to support a decision | A record-quality review |
| Questions | Unclear items stay unresolved until a deadline is close | Questions are grouped, prioritised and resolved to an agreed timetable |
| Next step | No clear owner, cut-off date or completion point | A written scope sets responsibilities, timing and the next action |
Frequently asked questions
Clear answers before you commit.
What can i do not understand my business numbers include?
A typical scope can include A record-quality review, A focused management summary, Period or budget comparisons. The final proposal confirms exactly what is included before work starts.
Will a report tell me exactly what decision to make?
No. It can provide clearer evidence and questions, but commercial decisions remain with the owner and may need specialist advice.
How much will the work cost?
The fee is confirmed after the record condition, transaction volume, software, accounts and deadlines are reviewed. You receive a written fixed scope rather than an unsupported headline price.
Can Larissa work with my accountant?
Yes. With your permission, Larissa can organise records for your accountant and agree a clear handover. Tax advice, filing and bookkeeping responsibilities are separated in writing.
Official information
Check the current HMRC guidance.
Tax rules and deadlines can change. These official sources were checked when this page was reviewed on 30 July 2026.