Financial Review
IS YOUR SETUP
WORKING FOR YOU?
A personalised review of your business setup, earnings, costs, tax and VAT position. Designed for delivery drivers and other self-employed people who want to understand their numbers and identify what needs attention
FINANCIAL REVIEWS OPENING SOON · Register your interest now. Our free Business Money Check is already available for delivery drivers
Start with our free Business Money Check.
If you’re a delivery driver, start with our free five-minute Business Money Check. It provides an initial look at your earnings, costs, expenses, tax provision and record keeping, and highlights areas that may deserve further attention. It is not a full review of your accounts or personalised tax advice. If you need a more detailed assessment, our paid Financial Review can help you explore your circumstances further.
What the review can cover.
Your current setup
How you trade, how you are paid and how your business records are organised.
Your costs & records
Your business costs, expenses and record keeping. For delivery drivers, this includes van and fuel arrangements. We’ll identify what information is needed to understand your financial position.
VAT questions
Whether VAT needs attention, whether scheme assessment is appropriate and which facts need checking.
Tax & reporting
The obligations, deadlines and digital record-keeping requirements relevant to your circumstances.
Areas needing attention
Gaps in your setup or records and the practical steps to address them.
Your next steps
A clear summary of priorities and whether ongoing accounting support would be useful.
A review, with clear boundaries.
The agreed fee covers the review scope set out before you book. Bookkeeping catch-up, tax returns, registrations, company formation and implementation work are separate unless expressly included in writing.
The review does not guarantee tax savings, VAT eligibility or a particular outcome. Advice depends on complete, accurate information and the rules that apply to you.
Any recommendation to consider the VAT Flat Rate Scheme must take account of eligibility, the limited-cost-business test and a comparison with other appropriate options.
Interested in a Financial Review?
Contact Keepmore to register your interest in a Financial Review. We’ll confirm when bookings open and explain what your review will cover before you decide whether to proceed.
Launch offer: £99 for the first 10 customers who purchase a Financial Review. Standard price: £149 thereafter. We’ll confirm the scope and fee with you before any paid work begins.