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.
Who is this for?
A short, time-boxed review that gives you a straight picture of where you stand: what is broken, what it costs in numbers, and the first three steps worth taking.
- Profitable on paper, tight on cashProfit in the statements with strained liquidity points to the cash cycle, not to sales.
- Owners who want a neutral readAn independent assessment of your numbers, away from the internal team’s judgement.
- Companies before expanding or borrowingKnowing the real capacity to service debt before committing to it.
- Companies after a hard yearEstablishing whether the decline is the market or your pricing and cost base.
- Partners facing a decisionA shared set of numbers before discussing distributions or investment.
- Companies preparing for an investorKnowing what an investor will ask before they ask it.
Good moments to call: you cannot tell where the profit goes, cash keeps getting tight even as sales grow, or a major decision is coming, such as an expansion, a loan or a partnership.
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.
What do we receive at the end?
A short report covering the key indicators against prior periods, the findings ranked by financial impact, and a priority plan for the first thirty to ninety days.
How long does it take?
It depends on how ready your data is. Once we have the statements, bank records and ledgers we give you a precise duration. The result is presented in a working session where we discuss the numbers, not just hand over a file.
Is this a substitute for an audit?
No. It is an advisory review of performance and controls and issues no audit opinion. If you need a statutory audit we explain what it requires and work alongside the auditor.
What if our books are disorganised to begin with?
That is itself a finding. In that case the review starts by identifying the gaps in the records, and we agree on correcting them before any analysis is built on top, because a decision based on wrong numbers is worse than one based on none.
Start the review
Request your Financial Health Check.
Complete the short assessment below or book a consultation to define the most useful scope.