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
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 you actually get
This isn’t just a conversation about your finances. You’ll receive a personalised PDF Financial Review based on your circumstances and the information you provide.
Your Review brings the important numbers and findings together in one place, including:
What you’re really earning and keeping
A clearer picture of your income, business costs and what the work is actually leaving you with.
Your financial setup
Findings on areas such as business structure, record keeping, expenses, tax provision and VAT where relevant to your circumstances.
Issues that need attention
Clear explanations of anything that may be costing you money, creating unnecessary admin or requiring action.
A practical action plan
Prioritised next steps so you know what needs doing and what can wait.
Signposting if you want to do it yourself
Where you can deal with something yourself, we’ll point you towards the appropriate next step or source of information. You do not have to buy another Keepmore service.
Clear recommendations
If further accounting or bookkeeping support would genuinely be useful, we’ll explain why. If your existing setup is working well, we’ll tell you that too.
The Review is yours to keep and use whether or not you become an ongoing Keepmore client. Doing it yourself, choosing one-off help or taking no further Keepmore service are all valid next steps.
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, prioritised action plan, including what you can deal with yourself, where further information or support may be useful, and anything that needs more urgent attention.
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.
Start your Financial Review
Start your Financial Review below. Provide your contact details and read the Terms. Then choose online payment or bank transfer. Once payment is verified, complete your Review questions and upload your documents privately. Payment does not authorise work before the required compliance and engagement checks are complete.
Launch offer: £99 including VAT for the first 10 customers who purchase a Financial Review. Standard price: £149 including VAT thereafter. All prices include VAT. We’ll confirm the scope and fee with you before any paid work begins.