Financial Health Check
Financial Health Check: know what to fix next
For Canadian business owners who need more than a Quick Finance Check, this paid six-area review gives you a practical report showing what needs attention, why it matters, and how to improve it.
The Review Scope
A complete view of the finance function
The review connects the quality of the numbers with the processes, controls, compliance routines, and management decisions that depend on them.
Financial reporting and month-end close
Timeliness, completeness, reconciliations, review routines, and whether monthly reporting can be trusted.
Cash flow and working capital
Cash visibility, receivables, payables, inventory, debt, payment timing, and the routines that protect liquidity.
Accounting quality and financial controls
Record reliability, unresolved balances, segregation of duties, approvals, access, and controls that reduce avoidable error.
Processes and automation
Process ownership, handoffs, system support, recurring work, exceptions, and safe opportunities to reduce manual effort.
Tax and compliance
High-level processes for filings, remittances, records, due dates, and the ownership needed to keep obligations visible.
Management visibility and decision support
Measures, explanations, forecasts, and reporting that help management make operating decisions with context.
What You Receive
A report built to move from finding to action
The animated flow shows how the review turns evidence into a practical improvement plan.
A clear outside view of what needs attention
- Findings are based on the evidence made available during the review and management discussion.
- The report separates improvement areas from the consequences of leaving them unresolved.
- Recommendations can help you decide what to handle internally and what to scope for additional support.
Questions
Financial Health Check FAQs
It covers financial reporting and month-end close; cash flow and working capital; accounting quality and controls; processes and automation; tax and compliance; and management visibility and decision support.
The Quick Finance Check gives an initial signal. This Financial Health Check is a paid six-area review that produces a written report with improvement areas, consequences, recommendations, and priorities.
You receive a written report that identifies improvement areas, explains the consequences if they remain unresolved, recommends how to improve, and organizes the priorities into a 30/60/90-day action plan.
During the initial conversation, Finexa confirms the information required for the review and the business questions the work should address.
The report can help you decide what to handle internally and what may need further support. Detailed implementation, cleanup, tax, or controller work can be scoped separately where appropriate.
No. It is a diagnostic review, not an audit, review engagement, assurance conclusion, tax opinion, or opinion on the financial statements or internal controls.
The fixed fee is $1,250. A conversation can confirm fit, timing, information requirements, and whether any separate implementation work would be useful after the review.
Find the next improvement worth making
In a private conversation, we’ll confirm fit, timing, and the information required to begin the review.