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 and it’s keeping you awake at night

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

  • You’re starting to wonder if the business is truly profitable or sustainable

  • You know you need to make some key decisions to grow the business, but every big move feels risky

  • You’re thinking about an eventual exit, but deep down you’re worried the business might not be worth what you hoped

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.

  • We uncovered a mismatch in the cash flow cycle, causing constant pressure on working capital. By realigning payment terms and improving forecasting, the business stabilised its cash position and reduced stress across the team.

  • 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.

  • 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?

Two women having a conversation at a desk with a laptop, in an office with a shelf of potted plants in the background.

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.

Next Steps

If you're ready to gain better visibility of your financials and develop a plan that achieves real results, start by sharing your details in the form.

Together, we'll build a roadmap to turn your vision into a strategy for success.

Submit Your Details

What our clients say

“Our Virtual CFO provided invaluable short-term financial support and expert guidance that truly made a difference. As a direct result of her work, we have a much clearer financial roadmap and a solid foundation for our growth initiatives.”

- Kirsty, Director of Umbrella Dementia Cafes