Finance Health Check

At a Glance

Outline – Our Finance Health Check is designed to be a top level review diagnostic to outline the next steps for you and your business
Your Elements – Diagnostic Survey & Consultation Time
Duration – Estimated 2 Hours
Price – £275*

* Pyramis Solutions believes in setting the foundations as early as possible and therefore offers a discount to start ups in their first year of trading, please get in touch for more details.

Full Details

The Finance Health Check is a process where we look at a number of key areas of the business and the financials.

It aims to look at the suitability of the financial tools within the business, the quality of the information and how accessible this is for you and your decision making process.

Reviewing areas like performance, position and strategy, it provides an objective third party view of your businesses opportunities and threats, including funding sources, systems and internal reporting.

The Process 

The Finance Health Check has a standard process, which includes the following stages:

  • The completion of a diagnostic form provided
  • The submission of financial information to us
  • The review of information by us, in preparation
  • A consultation meeting, to dig a little deeper
  • Then the preparation of a summary report for you with suggested next steps and how we might be able to help you take action

Who it is for

This package is suitable for those:

  • Looking to quickly audit the set up of the finance function and make sure all the bases are covered
  • Looking for some reassurance that you have the accounts and reporting set up in the correct way
  • That have a step change in mind and want to know what you need to look at next
  • Looking for ideas on how to mature the financials to support the future
  • Who feel like you don’t know what you don’t know

What Next?

If you would like to go ahead and book a provisional date, please use the HubSpot booking system,  and we look forward to working with you.

If you would like to discuss the Finance Health Check further, please do book a call via our HubSpot system or contact us, we are happy to talk a little more about what’s involved.

Please note that due to the nature of the product, there are a number of items that will be required before a consultation is confirmed, these include:

  • Agreed standard terms and payment
  • Completed diagnostic form
  • Financial documents/information provided

Once all the preparation is complete, a member of the team will confirm the consultation appointment.