The Executive CFO
The 15-Point Financial Health Check
Stop guessing about your financial performance. Our signature 15-Point Financial Health Check provides a comprehensive analysis of your business across five critical areas—explained in plain English.
Your Balance Sheet Tells a Story. Are You Reading It Correctly?
Most business owners look at their bank balance to judge their success. But true financial health goes much deeper.
The 15-Point Financial Health Check is a deep-dive diagnostic tool. We don’t just look at the numbers; we analyze the ratios and trends behind the numbers to tell you exactly where your business stands. The goal is simple: diagnose weaknesses before they become problems, and identify opportunities for immediate improvement.
Comprehensive Analysis Across 5 Critical Areas.
We use key metrics, ratios, and industry benchmarks to score your performance in the five categories that matter most to your long-term viability.
Liquidity (Cash Health)
We analyze your ability to meet short-term obligations. If metrics like your Current Ratio are below 1.5, we provide recommendations to tighten credit terms or reduce overhead to free up cash.
Profitability (True Margins)
Revenue does not equal profit. We look at your Net Margins and Operating Margins. If they are low, we help you review pricing strategies and cost structures to stop the leaks.
Sales Performance (Revenue Quality)
We look beyond top-line revenue. If you have flat revenue growth or high churn, we identify how to pivot focus toward high-margin products and better customer retention.
Borrowing & Leverage (Debt Health)
We analyze your Debt-to-Equity ratio. If you are over-leveraged, we outline strategies to refinance or reduce the debt load to protect your equity.
Asset Utilization (Efficiency)
We measure how efficiently you use your resources. Low Asset Turnover often means you have cash tied up in idle assets or slow-moving inventory that needs to be liquidated.
From Data to Actionable Insights.
We believe that financial data is useless if you can’t understand it. Our process is designed to translate complex accounting data into a clear roadmap.
Step 01
Data Collection
We review your balance sheet, income statement, and cash flow history.
step 02
Benchmarking
We compare your specific ratios against industry standards so you can see how you stack up against peers.
step 03
Visualization
We generate graphs, trend lines, and ratio charts to make the trends obvious at a glance.
step 04
Narrative
We provide a “Plain English” report. No jargon—just a clear explanation of what the numbers mean.
What You Walk Away With.
This isn’t just a conversation; it is a physical deliverable that you can use to secure financing, plan for a sale, or simply sleep better at night.
The Detailed Report
A comprehensive document featuring graphs, ratio charts, and industry benchmarks.
The Narrative Summary
A written explanation in plain language—no “CPA speak.”
The Action Plan
Specific, actionable recommendations to improve your score in each of the 5 areas.
Contact Us
See What a Senior CFO Can Do for Your Business.
It starts with a conversation. Let’s determine if our signature 15-Point CFO Inspection is the right next step for you.