What Is a 360 Review?

Think of it as a financial MOT + strategy session.

It’s an opportunity for your clients to take a step back and get a full picture of how they’re doing, where the blind spots are, and how to move forward with clarity.

Purpose & Benefits of a 360 Review

  • Clarity – Are your numbers telling the full story?
  • Efficiency – Are you wasting time or money with outdated systems or processes?
  • Compliance – Are you fully covered for tax, MTD, payroll, pensions, etc.?
  • Growth readiness – Are you structured to scale, raise finance or exit one day?
  • Peace of mind – What’s going well—and what needs your attention?

Example 360 Review Page for Your Website

Mayflower 360 Review

A full financial health check for your business

Running a business day-to-day is demanding—and it’s easy to lose track of the bigger picture. That’s where our 360 Review comes in.

We step back with you and look at your entire financial landscape: from cash flow and tax to your systems, structure and strategy.

This isn’t just about ticking compliance boxes. It’s about helping you grow with confidence, knowing nothing’s been overlooked.

What’s Included in a 360 Review?

Your review will cover:
  • Business Structure – Is your current setup the most tax-efficient for your goals?
  • Tax Positioning – Are you missing out on reliefs or overpaying tax?
  • Compliance Check – Are all HMRC, Companies House and pension duties being met?
  • Cash Flow & Forecasting – Can your cash support your plans?
  • Cloud Software & Processes – Are your tools helping or hindering?
  • Profitability & Margins – Are you pricing effectively?
  • Director or Personal Tax Planning – Are you drawing money tax efficiently?
  • Future-readiness – Are you prepared for growth, MTD, or potential sale?

Who’s It For?

The Mayflower 360 Review is ideal for:
  • Limited companies
  • Sole traders and freelancers
  • Growing businesses hitting £80k+ turnover
  • Businesses preparing for investment, borrowing or exit
  • Individuals with multiple income streams or properties
  • Anyone worried about “what they don’t know they don’t know”

What You Get

  • A 60–90 minute review session (online or in person)
  • A tailored, jargon-free report highlighting opportunities, risks, and quick wins
  • A follow-up action plan—with optional ongoing support from us
  • Peace of mind that you’re not missing anything important

Pricing

Our 360 Review is a standalone service—or complimentary as part of some ongoing packages.

  • One-off Review – From £395+VAT
  • Included in our Compass Growth Programme + Monthly Packages

You’ll receive full value whether or not you choose to work with us long-term.

Ready to Take Control?

Book your 360 Review today and get a complete understanding of your financial health—and what’s possible next.