Financial Health Check

Do you want to feel more confident in your financial decisions?

A Financial Health Check is something most business owners put off, until something makes them stop and ask: Is the business going to be ok?

Here’s what often triggers that question:

  • Cash flow constantly feels tight

  • You’re not sure what you can afford when it comes to hiring, investing, or paying yourself more

  • You’ve had a few good months, but you don’t know how long it will last

  • An investor, shareholder, or board member has started asking tougher questions

  • You know you need to make some big decisions to grow the business, but you don’t have data to back them

A Financial Health Check from an experienced CFO gives you the insight, structure, and advice to understand exactly where your business stands and what to do next.

A woman in a green ribbed shirt sitting at a black table, writing on a tablet with a stylus, with a pink mug and a smartphone on the table, and a white wall in the background.

What We’ve Uncovered for Past Clients

  • We identified a hidden cash flow shortfall that would have left one business unable to meet expenses within three months. They took early action and avoided a cash crisis.

  • For a fast-growing company, we discovered that 30% of their sales were barely profitable. By taking our recommendation to restructure their pricing and product mix, they increased profitability by $300K.

  • A founder preparing for investment had once-off transactions distorting their financials. We got to the bottom of the underlying performance to present a true picture and helped them regain investor interest.

  • For a product-based business, we uncovered excess inventory in low-performing lines and shortages in bestsellers. With our recommended forecasting approach, they freed up $150K in working capital and added over $200K to their bottom line.

How does it work?

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1. Discovery Session (60–90 mins)
We run this session with you, in person or online, to dive into your business, financials, and goals to understand what’s working and where support is needed.

2. Expert Review
We connect our tools to your accounting system and analyse your financial data to assess cash flow, profitability, revenue strength, efficiency, and systems.

3. Health Check Report
We provide you with a clear health check report outlining your financial position, key risks, growth opportunities and recommendations.

4. Strategy Session (60 mins)
We walk you through the findings and leave you with a practical, actionable plan.