28 questions across 7 financial categories. AI-generated report with prioritised recommendations specific to your business. Instant results. No cost. No obligation.
Start My Health Check →How well you understand, forecast, and manage the cash moving through your business. The single most common cause of business failure — even profitable businesses.
SARS submissions, VAT, PAYE, CIPC filings. Whether you're up to date, what's at risk, and where the gaps are that could attract penalties or interest.
The accuracy, currency, and accessibility of your financial records. Clean books are the foundation of every other financial decision — and most businesses have gaps here.
Whether your financial decisions are proactive or reactive. Budgeting, forecasting, strategic planning — and whether you have a CFO-level voice in the room when it matters.
The systems and safeguards that prevent errors, fraud, and financial leakage. Often overlooked until something goes wrong — and expensive to fix after the fact.
Whether you have the financial visibility to make informed decisions. Management accounts, dashboards, and reporting that tells you where you are — not just where you were.
How much manual effort your financial processes require, and where technology can reduce errors, save time, and give you better data — without needing to be a tech expert.
Your name, email, business name, industry, and turnover bracket. This personalises the AI recommendations to your context.
Across 7 categories. Each question is specific, plain-language, and relevant to an SME owner. No accounting knowledge required.
Instant results. Each category scored on a colour-coded scale — green, amber, or red — so you know at a glance where to focus.
Prioritised action steps based on your specific results — not generic advice. High, medium, and low priority recommendations with context.
28 questions · 7 categories · AI-powered report · Instant results · Free · No obligation. Opens in a new tab so you can return here after completing it.
Launch Health Check →A retrospective tax review — the kind that starts with understanding where the gaps are — uncovered years of overpayment. The health check is often where that conversation begins.
Knowing your financial health score is the starting point. Understanding the gaps is what creates the roadmap. This client went from being turned away by lenders to funded in six months.
Compliance anxiety scores low for almost every new client. Once you know your score — and the gaps — fixing it is straightforward. Zero missed deadlines, zero penalties.
The health check tells you where you stand. The discovery call tells you what to do about it. 30 minutes. No obligation. Most business owners walk away from that call saying they wish they'd had it two years earlier.