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Business Health Check

Our Business Health Check service is a monthly, quarterly, or as-needed service that involves reviewing your business financial information, analyzing the results, providing strategic insight, and providing forecasts, to help your business continue to grow and make decisions based on a solid understanding of your financials and projections. 

This service is best suited for businesses and organizations that are currently in transition between finance leads (such as a Controller or CFO), and still need the continuity of some financial oversight and strategic insight, or that are not quite large enough to be able to bring on a full-time or fractional finance lead, but would still like to keep a regular pulse on their numbers and what they mean in order to continue to grow in an agile, informed, and strategic way.  


What Does The Health Check Include?

  • Review and summary of key highlights from financial information

  • Financial analysis (key ratios, trends, performance against benchmarks)

  • Analysis of any specific Key Performance Indicators (KPI's)

  • Budget Analysis

  • Cash Flow Forecast

  • Financial Forecast

  • Recommendations based on strategic plan

  • Zoom meeting with your management team to review and discuss your Monthly or Quarterly Business Health Check report

Note: The above is a list of what can be provided. Your Business Health Check service will be tailored to your specific business needs. Our goal is to provide you with the information you need for your business, not to load you up with more information or tools than  you need at the time. 

Business Meeting

Frequency Recommendations

We recommend a frequency that is best suited for the action capacity or bandwidth within your organization. If you have the capacity to quickly implement action steps when needed based on your financial information, then a monthly frequency would work best to allow you to be most responsive to your business context. 

If you find that it would be difficult to take any action within a matter of weeks in response to the information we provide, then a quarterly cadence may be better suited for you. We can quite easily change the frequency as your business grows and has the capacity to quickly implement action steps. 


One-Off Business Health Checks

If you aren't looking for monthly or quarterly insights into the health of your business, but would like to at least get a sense of how your business is performing based on your year end financial information, we can provide a full analysis of your financials for you. Below is a list of what may be included in this for you. 

The full list of items included is similar to what you may expect in the monthly or quarterly Business Health Checks. 

Our Process

Our goal is to keep things streamlined and straight-forward. Here's how to move forward with our Business Health Check service. 

The purpose of this meeting is to see if we are a good fit for your business, and to get a thorough understanding of what you need for your Business Health Check service. 

Click Here to schedule your meeting now. 

Confirm Your Metrics

During our meeting we will learn what is important for your business to measure, and we will then send you a proposal for your Business Health Check service, with options you can select from to best keep a pulse on how your business is doing. Once you have approved the proposal, we will get started!

Drive Your Business

With solid understanding of your business performance from our full analysis and meeting to discuss, you will be well informed and positioned to proactively drive your business in the direction you want it to go, which allows for strong, sustainable and intentional growth. 

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