Accounting close
Review month-end routines, reconciliations, documentation, and recurring exceptions.
Financial Health Check
A focused review of financial processes, reporting, risks, and improvement priorities
Identify where financial information, accounting structure, tax exposure, controls, and workflows may be limiting management visibility or creating avoidable risk.
When it helps
When the numbers exist—but management still lacks confidence.
A Financial Health Check is useful when reporting is late or unclear, reconciliations are difficult, cash pressure is increasing, tax and payroll responsibilities are uncertain, or manual work has grown faster than controls.
Financial reportingAssess the timeliness, structure, relevance, and consistency of management information.
Accounting foundationsReview accounts, reconciliations, closing routines, supporting records, and responsibility.
Tax and payroll exposureIdentify areas requiring deeper case-specific compliance review.
Processes and controlsMap workflow weaknesses, manual dependency, approval gaps, and automation opportunities.
Review areas
A practical assessment across the finance function.
Management reporting
Assess whether reports answer the questions management needs to act on.
Cash and working capital
Identify visibility and control gaps across collections, payments, and short-term forecasting.
Tax and payroll readiness
Review available records, responsibilities, and potential areas for follow-up.
Internal controls
Assess approval design, segregation, evidence, and management oversight.
Systems and automation
Identify spreadsheet dependency, duplicate work, and opportunities for connected workflows.
What you receive
A prioritized view of risks and improvement opportunities.
The output is designed to help management decide what requires immediate attention, what can be improved in stages, and where a deeper specialist review may be appropriate.
Initial findingsA clear summary of observations based on the agreed information and interviews.
Priority action listRecommended actions organized by urgency, effort, and business relevance.
Improvement roadmapA practical sequence for process, reporting, control, and system improvement.
Frequently asked questions
Scope and expectations
Is this an audit or assurance engagement?
No. It is a focused advisory review and does not provide an audit opinion, assurance conclusion, or guarantee that every issue will be identified.
How much information is required?
The initial form helps define the scope. We then agree the documents, interviews, and access appropriate to the review.
Can Kayan support implementation afterward?
Yes. Follow-on support can be agreed for reporting, accounting, controls, tax, payroll, Odoo, or broader finance improvement.
Start the review
Request your Financial Health Check.
Complete the short assessment below or book a consultation to define the most useful scope.