Phoenix - Your AI AssistantReview your cash flow and explain your finances in plain English
Delivery in
2 days
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What you get with this Offer
I will review your cash flow information and provide a clear written summary of your current position, key risks, and short-term outlook.
This service includes reviewing income and costs, identifying potential cash shortfalls, and highlighting any upcoming pressure points.
You will receive a written summary with practical recommendations to help you manage cash more confidently.
This offer is suitable for small businesses that want clarity and reassurance. More complex or ongoing reviews can be quoted separately.
I’ll review your numbers, identify risks, sense-check affordability, and explain what’s going on in plain English so you can make decisions with confidence.
Ideal if cash feels tight, unclear, or you want reassurance before committing to spending.
This service includes reviewing income and costs, identifying potential cash shortfalls, and highlighting any upcoming pressure points.
You will receive a written summary with practical recommendations to help you manage cash more confidently.
This offer is suitable for small businesses that want clarity and reassurance. More complex or ongoing reviews can be quoted separately.
I’ll review your numbers, identify risks, sense-check affordability, and explain what’s going on in plain English so you can make decisions with confidence.
Ideal if cash feels tight, unclear, or you want reassurance before committing to spending.
What the Freelancer needs to start the work
• Your cash flow spreadsheet, accounts, or financial data (Excel, Sheets, Xero export, or PDF)
• A brief description of your business and how it makes money
• Any specific concerns (e.g. cash tight, upcoming payments, growth plans)
Optional but helpful:
• Expected income or costs over the next 1–3 months
• Any deadlines or decisions you’re trying to make