Your books, read the way
a lender reads them.
Every client starts here — we read your books the way a lender will, before a lender ever does, and tell you:
- What's clean
- What's risky
- What a bank would flag
You keep the report either way.
Book your free Checkup →Free Books Checkup
We read your books the way a bank would before approving a loan: what’s reconciled, what you’re owed, what you owe. Then the three numbers a lender checks first: whether your cash flow covers your loan payments, whether you can pay this year’s bills, and how much you’ve borrowed against what you own. You get five to eight findings in plain language, traffic-light rated, on one page. Yours to keep.
- Read through a lender's lensReconciliation, aging, liabilities, owner draws, and the ratios a bank checks first.
- A one-page findings reportFive to eight risks in plain language, traffic-light rated — no jargon.
- A 30-minute findings callWe walk the report together and answer your questions.
- Yours to keep, either wayThe report travels to your accountant, your partner, or your lender. No strings.
- Worst caseYou spend thirty minutes and walk away holding a professional read on your books.
How the Checkup works.
Reserve the call first. We’ll send the secure access instructions, do the review before we meet, and arrive with your one-page report ready.
Reserve your call
Choose a 30-minute findings slot that works for you. There is no payment or commitment.
Share secure access
You’ll receive a short checklist for read-only accounting access and the few documents we need.
We read it the way a lender would
Before we meet, we spend about ninety minutes on your file, reading it the way a lender would. Then we walk you through it in thirty.
Get the straight read
We walk through the findings together. The one-page report is yours, whether we work together or not.
You don’t get approved by the person you meet.
Your banker is your advocate. But the decision often moves to a credit desk that never meets you. They judge the story your books can support — and unclear numbers leave someone else to fill in the gaps.
Dominic spent 9+ years in those rooms. The Checkup shows you what the file is saying, and what to fix before somebody else interprets it for you.
Three honest next steps.
You do not need to choose a plan before the call. We’ll give you the report and tell you plainly which path fits.
See your business
the way a lender will.
Free, thirty minutes, and the report is yours after the call. Reserve a slot — it takes a minute.