A comprehensive analysis of your financial architecture to identify gaps, inefficiencies, and opportunities for better control and transparency.
Financial diagnostics is a deep, structured review of how financial information flows through your business and how it supports decision-making. The goal is to uncover blind spots, quantify inefficiencies, and give you a clear picture of where your financial management can improve.
This is not an audit or compliance check. It's an owner-focused analysis that helps you understand whether your current systems and reports give you the visibility you need to manage capital effectively.
Financial diagnostics is particularly valuable if you're in one of these situations:
You know total revenue and net profit, but can't see which products, customers, or business units actually drive value—or which ones consume resources without adequate return.
Profits look fine on paper, but cash is always tight. Working capital is tied up somewhere, but your reports don't show where or why.
Each business unit or entity has its own way of reporting. Consolidating the data manually is time-consuming and prone to errors.
You rely on informal checks and trust, but have no systematic way to detect errors, inefficiencies, or, in worst cases, financial irregularities.
A typical financial diagnostic engagement includes:
A detailed breakdown of how cash moves through your business—where it's generated, where it's absorbed, and how much is locked in working capital.
Segment-level profit analysis by product lines, customer groups, or business units. Includes cost allocation review to ensure accuracy.
Evaluation of your current management reports, KPIs, and dashboards. We identify gaps and recommend what to add, change, or simplify.
Assessment of financial controls, approval processes, and reconciliation practices. We flag risk areas and suggest practical improvements.
Analysis of inventory turnover, receivables collection, and payables management to identify opportunities for freeing up cash.
A prioritized list of specific actions you can take to improve financial transparency, control, and decision-making.
After a financial diagnostic, most clients gain:
Let's discuss your situation and see how this service can help.
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