Financial review
Margins, cash cycle, receivables, cost structure and the quality of your books, read together rather than one report at a time.
03 · Run better
A Clear Look at Where Your Business Stands
A business health check is an outside, structured review of how your business is really doing: where money is made and lost, how work moves through the team, which compliance items are open, and what depends entirely on you. It ends with a short, ranked list of what to fix first.
Owners in Bangalore usually ask for one when something feels wrong but the cause is unclear. Sales are growing yet the bank balance is not. The team is busy but deadlines slip. Every decision still comes back to the founder. A diagnostic separates the symptoms from the causes, so the next rupee and the next month go where they matter most in your Bengaluru business.
Who it's for
Built for owners at this stage
- Owners who feel stretched but cannot pin down why
- Businesses that have grown quickly and never paused to review how they run
- Founders deciding whether to expand, restructure, raise funds or hire senior people
- Family businesses preparing for a change in who runs them
What we hear
Problems we solve
- Profit on paper does not match the cash in the bank
- The owner is the bottleneck for approvals, pricing and problem-solving
- Nobody is sure which products, clients or locations actually make money
- Compliance has been patched together over the years and may have gaps
- Several advisers have each looked at one piece, but nobody has seen the whole picture
The work
What's included
Operations walk-through
How orders, purchases, delivery and service actually happen, mapped from conversations with the people who do the work.
People and decision rights
Who decides what, where work waits for the owner, and which roles are overloaded or unclear.
Compliance check
A status view of registrations, returns and statutory filings, with open items flagged by urgency.
Findings and priorities
A written report and a review meeting: what is working, what is not, and a ranked list of fixes with rough effort for each.
Our approach
How we deliver it
We spend time inside the business rather than relying on a questionnaire. That means reading the accounts, sitting with the people who handle sales, purchases and accounts, and following a few real transactions from start to finish. What people say happens is compared with what the records show.
The output is deliberately short. We would rather give you five priorities you can act on than a long report that sits in a folder. Each finding is tied to evidence from your own business, and each recommendation says whether you can handle it in-house or whether outside help makes sense.
How we work
Understand first, then solve
- UnderstandHow your business actually runs
- DesignA solution that fits you
- ImplementProcesses, systems and tools, put in place
- Stay with youAs your business grows
Working together
How engagements usually run
This is our one-time diagnostic engagement. Many owners stop there and act on the findings themselves; others move into a project or retainer for the items they want help with.
- One-time diagnosticA clear look at where the business stands and what to fix first.
- ProjectA defined piece of work, from setup to a restructuring or fundraise.
- Monthly retainerOngoing accounting, compliance and Virtual CFO support.
FAQ
Questions owners ask
What is a business health check?
It is a structured review of a business across finances, operations, people and compliance, done by someone outside the day-to-day. The aim is to find the few issues holding the business back and rank them, not to produce a long audit.
How long does a business diagnostic take?
For most owner-run businesses it takes a few weeks, depending on size, the number of locations or entities, and how quickly records and people are available. We agree the scope and timeline before starting.
Do I have to hire you for the work that follows?
No. The findings are yours to act on however you choose. Some owners use the report as a brief for their own team or existing advisers.
What do you need from us during the diagnostic?
Access to your accounts and key reports, a few hours of your time, and short conversations with the people who run sales, operations and finance. We work around your business hours.
Keep exploring
Related services
Further reading: How to Stop Firefighting in Your Business
Let's start with a conversation.
Tell us where your business is today and where you want it to be. We'll listen first, then show you how we can help.
Statutory filings, legal documents and valuation reports are prepared and signed by appropriately qualified professionals (Chartered Accountants, Company Secretaries, advocates and IBBI-registered valuers) from our team and partner network. This page is general information, not legal, tax or financial advice.