A structured, CFO-led diagnostic of profitability, cash flow, balance sheet strength, and financial controls.
Businesses rarely struggle because of revenue. They struggle because financial insight lags behind growth.
Our Financial Health Check is a structured, CFO-led diagnostic designed for service businesses that need clarity on profitability, cash flow, and financial structure.
This is not accounting support.
We are not producing reports. We are identifying what needs to change.
Typical findings include 10–20% margin leakage, limited cash visibility, and reporting that does not support effective decision-making.
Gain independent clarity on profitability, cash flow, and financial controls before your next stage of growth.
Applications are reviewed to ensure a strong fit.
Revenue is rising, but:
At this stage, effort is not the constraint. Financial leadership is. You need an objective, data-led assessment from an experienced Fractional CFO.
The Financial Health Check is a structured, data-led assessment using your existing accounting system to evaluate the financial foundations of your business.
Comparison against recognised service-sector financial benchmarks to identify margin gaps and structural weaknesses.
Identify why cash isn’t converting in line with revenue, and what to change to fix it.
Review of forecasting accuracy, balance sheet strength, and the decision-readiness of management information.
Reveal where pricing and delivery are misaligned, and how that’s eroding margin.
We conduct the full CFO-level analysis.
You receive a clear, independent financial assessment
Gain independent clarity on profitability, cash flow, and financial controls before your next stage of growth.
Applications are reviewed to ensure a strong fit.
Rapid revenue growth, with financial management failing to keep pace, margins fluctuate, cash flow tightens, and profitability lacks consistency. They need stronger financial visibility to scale sustainably.
Steady revenue but profitability is underperforming. They require margin restructuring, pricing recalibration, and stronger financial accountability within the leadership team.
Service businesses approaching a key financial milestone, such as fundraising, investment or exit. They require investment-grade financial modelling, stronger reporting discipline, and CFO-level support.
Businesses experiencing increasing financial pressures, where cash flow is constrained and financial visibility is limited. They require structured CFO support to regain control and direction.
Consultancies and advisory businesses seeking improved margin control, resource planning, and performance insight
High-growth service businesses where revenue is expanding quickly but financial structure lags behind. They need stronger financial visibility to scale sustainably.
Companies preparing for sale or investment that need clean financials, stronger reporting, and strategic positioning to maximise valuation.
Fast-moving, project-driven businesses that need stronger cash flow control, profitability visibility, and strategic planning.
We’d love to hear from you
Once your application is accepted and data access is granted, we will deliver our report and conduct a strategic review meeting within 4 weeks.
