Financial healthcheck
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This can be a stand-alone assignment or be part of a business appraisal.
It can be a brief review or an in-depth investigation.
In the vast majority of cases a brief review is sensible to start with.

A brief review normally involves:

  • research work before initial meeting or visit
  • initial meeting with owner/managers
  • discussions with finance personnel
  • brief inspection of accounting records and procedures
  • review of compliance procedures
  • review and analysis of monthly and latest audited accounts
  • comparison with industry standards
  • dealing with any specific issues on request
  • closing meeting
  • recommendations
  • report
  • follow up.

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Forensic accounting | General Consultancy | Business appraisal | Financial healthcheck | Valuations | Corporate restructuring | Business planning | Profit and cashflow projections | Other
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