A dedicated, structured session that sits above and beyond your monthly accounting — a full review of your business across all four financial pillars. Where are you leaking? Where are you underpriced? What decisions are you avoiding that are quietly costing you money? This is where we find it.
The ARCH Framework®
Your annual strategic financial reset.
From £1,500 – one-off annual session
Available as an add-on for Foundation and Growth clients. Included at no extra cost in the Architecture tier.
How the review works
Stage 01
Diagnostic
We begin with an honest assessment of where your business currently sits financially, structurally, and strategically.
Stage 02
Data review
We gather and review the numbers that matter – accounts, margins, cashflow, tax position and extraction history.
Stage 03
ARCH scorecard
Your business is scored across all four pillars – Alignment, Revenue Quality, Cashflow Control and Horizon Planning.
Stage 04
Strategy session
Working through each pillar, we identify specific opportunities, structural options, and the improvements that will make the greatest difference.
Stage 05
The ARCH roadmap
Strategy becomes a structured implementation plan – key actions by quarter, responsibilities assigned, timeline agreed.
Stage 06
Implementation
The roadmap is put into motion with advisory support at each stage – the ARCH operating rhythm is established going forward.
The ARCH Review takes your business through all four pillars of The ARCH Framework®.
The question is not whether your accounts are accurate. The question is whether your financial architecture is working.
Most businesses leak money quietly.
ARCH finds it.
Most accountants look at what happened. ARCH looks at what’s coming. Four pillars. Each one addresses a different dimension of your financial architecture. Each one must work in conjunction with the others — because a business that excels at three and ignores one will always underperform its potential.
A - Alignment
Is your business designed to work in your favour?
A review of your legal and tax structure, and whether how you pay yourself is genuinely aligned with your long-term goals.
- Performance overview and the financial movements that matter.
- Tax position and how you’re extracting value from the business.
- Where the structure is leaking — and why.
- The decisions made (or avoided) that shaped this year’s results.
R - Revenue Quality
Is your revenue genuinely worth generating?
A deep look at profitability and sustainability — whether your business generates revenue in the strongest, most efficient way.
- Pricing discipline and margin quality
- Sustainability of income streams and concentration risk
- Contract and retainer structure and billing efficiency
- Where profit is being lost quietly — time, scope, underpricing
C - Cashflow Control
Can your business operate with confidence at all times?
Clarity on how profit converts into cash, and how capital is retained or deployed within the business.
- Reserves and reinvestment strategy
- Pension and long-term wealth alignment
- Use of surplus cash — retain vs extract decisions
- Capital readiness for growth, funding or expansion
H - Horizon Planning
Is your business success being converted into lasting wealth?
Forward planning designed to ensure the success you’re building today doesn’t stay trapped inside the business.
- Growth priorities and structural readiness
- Tax planning opportunities ahead
- Risk exposure and compliance visibility
- Key decision points — hiring, investment, property, restructure
What you leave with
Within 5–10 working days, you receive:
- Written ARCH strategic summary — findings across all four pillars
- 12-month action roadmap — prioritised by quarter and impact
- Documented tax and extraction decisions — agreed and recorded
- Capital readiness assessment — retain, extract, or deploy
- Structural priorities and watch-outs — what to address and when
- ARCH scorecard — your benchmark to track against year on year
No vague notes.
No forgotten conversations.
Clear documented decisions.
Who it’s for
The ARCH Review is best suited to businesses
- Generating £250k+ in turnover — or on a serious growth trajectory toward it
- Operating in service-led businesses with contract, regulatory, or funding complexity
- Running payroll and/or subcontractor models with real people-costs
- Past the DIY stage — ready for structured financial decisions, not just filing
- Ready to implement what they’re advised — not just hear it
What happens next
The review is the beginning,
not the end.
For businesses ready to implement what the ARCH Review surfaces, the natural next step is an ongoing retainer — so the roadmap actually gets built.
The roadmap won't write itself.
Book your ARCH Review and leave with documented decisions, a 12-month action plan, and a clear view of exactly where your business needs to go next.

