A 90-minute Financial Health Check that identifies profit leaks, cashflow pressure, compliance gaps, and growth constraints — so you can make decisions with confidence.
The Financial Health Check is a focused, structured review of your business finances — designed to highlight the real issues affecting cashflow, pricing, compliance, and profitability.
You walk away with:
A written findings report
A prioritised improvement roadmap
A recommendation for next steps
Advisory readiness assessment
It’s the first step for any business that wants more than bookkeeping.
If your cashflow feels unpredictable, you’re not alone. Most SMEs operate without forward visibility — we identify why.
Margins shrink quietly. We reveal where you’re underpricing or absorbing hidden costs.
VAT, payroll, and SARS exposure create stress. We quantify compliance risk and stabilise your reporting.
This diagnostic is ideal for:
Veterinary practices
Regulated SMEs
Owner-managed businesses
Growing companies expanding teams or services
Practices experiencing cashflow strain
Businesses preparing for CFO-level leadership
If your business is evolving, this diagnostic shows you the path forward.
A structured review of pricing, cashflow, compliance, and performance.
Clear recommendations you can use immediately — with or without further services.
A tailored view of whether your business needs advisory, systems, or enhanced reporting.
90-minute session + findings report + improvement roadmap
Sessions available online or in-person (location dependent).
Once-off
No hidden fees.
No obligation to continue.
We meet via Zoom or in-person. You provide basic financial data beforehand. We guide you through our assessment, then deliver a written report.
No — this is a leadership and insight exercise. It identifies issues accounting alone cannot.
No. You receive the diagnostic report and can choose your next steps freely.
Yes — the diagnostic stands alone. You may implement it with your existing team.
