Professional analysis, clear explanations and practical recommendations to help you understand your finances and spot opportunities for improvement.
Financial clarity.
Practical recommendations.
Start with the essentials, then shape the review around the questions that matter to you. Only choose analysis you genuinely need.
An easy-to-understand report explaining the last financial year, costs worth investigating and your next priorities.
A bespoke review of your business, with an individually prepared report and a 60-minute video conversation.
A defined monthly management-review service for existing clients, with a scheduled 30-minute call and progress tracking.
Indicative launch prices. The £79 report is a written analysis; the £395 review adds personal investigation and a live consultation. No payment or upload is taken in this demonstration.
Every written report includes useful findings and advice. A personal review adds the chance to explore what's behind the numbers with someone who understands running a business.
From £79
Detailed analysis in plain English, practical recommendations and a plan you can use independently.
Tailor it with optional analyses — only if they're useful.£395
Everything in the full written review, plus individual investigation and a 60-minute video conversation about your own challenges.
A more personal plan shaped by what we learn together.You don't need to know which financial report to buy. Describe what you're worried about, what you'd like to improve, or what you don't understand about your business.
We'll help you explore the right kind of review — even if that's simply the £79 report or no extra analysis at all.
Pick the type of review that suits your business.
Upload your existing reports securely once the client portal is live.
We examine the evidence and prepare clear, practical findings.
Receive a polished PDF showing what matters and what to do next.
Your chosen report is prepared as a professional PDF, explained in plain English and focused on useful next steps.
When your report is ready, we'll email to let you know. Sign in securely to read, download or share a copy with your accountant.
We'd also make the report available as a secure PDF download, rather than attaching sensitive information to a standard email.
Included with every reportPrefer a physical copy? Choose a professionally printed and bound report, delivered to your UK address with tracked postage.
Printing and delivery would be priced separately and clearly before purchase.
Price to be confirmedDiscuss the recommendations in a video consultation and agree how to put them into practice.
A call complements the written report; it isn't required to receive the advice you've purchased.
Included where specifiedYour own secure Metrivanta account would give you a convenient home for your reports, orders and future reviews.
Already bought our £79 Health Check? You could add a balance-sheet or bank-history review for the same financial period without paying for the core analysis a second time.
We'd retain documents for a clearly explained period, with controls to download or request deletion. Access to earlier files and report history would depend on our privacy and record-retention arrangements.
A little preview of the kind of practical explanation you can expect. Choose an example to see what we would say and suggest.
Illustrations use fictional numbers and are not findings about a real customer.
For each £100 of sales, around £5 remains after ordinary operating expenses. Small increases in costs can make a big difference.
Check prices and your three largest expenses first. Focus on a realistic change rather than cutting everything at once.
Explore detailed, readable report examples. Each is based on the same fictional business, making it easy to compare what's included in each service.
Explore the same style of professionally prepared report a customer would receive: clear figures, plain-English interpretation and sensible actions. This demonstration is shorter than some commissioned reports and does not use a real client's information.
Open the sample report →Sample figures are entirely fictional. Reports are tailored to the scope purchased and evidence available.
Annual profitability, main costs, clear explanations and practical recommendations.
Explore report →Only adds the £29 financial-strength review, useful if you want to understand what you own and owe.
Explore report →Only adds the £39 historical cash review, useful when profit and bank balances tell different stories.
Explore report →Applies only if you select both options. You are never required to purchase them together.
Explore report →In-depth investigation, a 60-minute video call and a tailored improvement plan.
Explore report →Monthly progress reviews, follow-up actions and a scheduled consultation.
Explore report →The written reports give you the full findings and advice. If you'd value deeper investigation and a personal discussion of the decisions ahead, the £395 review includes a 60-minute video consultation. No obligation to upgrade.
All examples use fictional financial data. You can read them online and use your browser's Print / Save as PDF feature.
We’ve learned the hard way. So you don’t have to.
Running a business is demanding enough without having to decipher financial reports just to find out how you’re really doing.
Metrivanta was born from a simple belief: business owners deserve straight answers and practical advice they can actually use.
Our approach draws on more than 50 years of combined, hands-on business-management experience. We understand the everyday decisions behind the numbers — managing people, watching costs, protecting cash and finding ways to make a business work better.
We take the information you already have and turn it into clear explanations, honest observations and achievable next steps. No intimidating terminology. No reports that leave you wondering what to do next.
Where we fit: We are not qualified accountants and we don’t provide accountancy, audit, regulated financial, legal or specialist tax advice. We complement the work of your accountant by helping you understand business performance and explore practical management improvements. When a question needs a regulated or specialist professional, we’ll say so.
No. We explain each requested document and translate the findings into everyday language.
For the basic review, an annual Profit & Loss report is the starting point. Depending on your chosen service or add-ons, we may also request a balance sheet and bank statements.
Secure uploads will be available in the production client portal. This demo does not send or store files. Please do not supply real financial documents through the demo.
Our planned standard delivery is a professional PDF accessible through your secure customer account, with an email to let you know when it's ready. A printed and bound edition posted to you would be an optional paid extra.
Yes, that's our proposed approach. After launch, a secure account would hold your order history, completed reports and any retained supporting documents, with appropriate access and deletion controls.
Yes. For the same financial period, our aim is to charge for only the additional analysis requested, after checking your existing order and whether the source records can be reused. A new financial year's review is separate.
Yes, a consultation is proposed as part of the Business Health Review, with separate options for additional support.
No. The reports are business-management insights based on the information supplied; they are not a substitute for professional accounting, tax or legal advice.
Service details are being finalised for the pilot. We will explain the extent of any human review clearly before customers pay; we will never describe an automated report as personally reviewed when it is not.
You can begin with your annual Profit & Loss report. We'll explain where to find optional documents if you choose extra analysis, and we'll tell you when missing information limits a finding.
Choose the level of review that feels right. We’ll keep the process simple and the advice practical.
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