Numbers don’t lie,?a business health check today may save your business tomorrow.

You’ve worked hard to build your business, an annual checkup will make sure your business will continue to meet your goals.

Book a meeting

Numbers don’t lie,?a business health check today may save your business tomorrow.

How a business health check can help your business.

How a business health check can help your business.

Business is about understanding the past but more importantly planing for the future. But working closely on your business day-to-day can make it difficult to take in a bigger picture view and notice the small changes that can turn into big problems tomorrow.? ? A business health check is your second set of eyes, to help you see what you are doing well and where improvements can be made.

The health check is tailored to your business and conducted by an experienced small business CFO that covers the financial and operating health of your business.? Your review will cover what you have in place and how you measure success. For example, your CFO will look at:

  • Your strategy – Values, Purpose, and Competencies.
  • How you are executing your strategy
  • How you are managing your team
  • Your business value, what’s driving your profits, what financial levers you have and your cash flow.

Your business health check is designed to help you understand your business’ strengths, weaknesses, opportunities, and threats so that you can allocate your time and resources to areas that improve value and help you succeed.

What will you get?

A business health check will help you:


  • Celebrate what’s working and act on others before they become a problem.
  • Understand what drives your profit and business value.
  • Help you identify what needs to be done to achieve your goals.
  • Help you figure out if you are complying with tax, super and workers compensation requirements.
  • Give you external feedback on your business’ objectives.

Here’s how what’s covered in a business health check.


Understand your cash flow risks, put in place a financial plan and measure your performance against the plan.


Have a plan in place for the people and processes you will need to grow, and achieve your goals.


A strategy is more than having a few objectives, it’s about having a purpose and a way to measure your progress.? With a strategy on a page, we’ll show you how to get your business moving to achieve the objectives.

Process Improvements

Stepping back and looking at your business often results in you asking why?? A health check gives you the chance to do this and put in place changes to help you achieve your goals.

To learn more contact us.

To learn more, contact us.

Reach out to us today - how can we help your business?

Whatever you do, get in touch with us. With so many accounting and bookkeeping options and opportunities, there's no telling how one little conversation can help your business grow.

Call Us (Australia): ?1300 272 080

Call Us (USA): (415)68027288

Message us: Facebook Messenger

Follow us: @danuelrebeccaco

Leave us a message....

Pin It on Pinterest