Finance Health Checkup

Is Your Business Financially Safe,
Controlled, and Decision-Ready?

Most business owners don’t worry about profit on paper. They worry about what can go wrong tomorrow. This checkup answers one core question:

“If I step back today, is my business financially safe and under control?”

The Real Problems This Solves

This checkup is for you if any of the following feel familiar:

You see profits, but cash is always tight

You rely heavily on one person for finance control

You don’t fully trust reports until you double-check them

Fraud feels “unlikely”, but you’ve never actually tested controls

Decisions are made using old numbers

You only understand the business when the auditor arrives

You feel blind between month-end reports

This is not your fault.
Most SMEs grow faster than their controls.

What This Checkup Actually Checks

(Practical, Not Theoretical)

Fraud-Resistant

  • Money can’t move without approval
  • One person can’t create, approve, and pay
  • Vendor and customer data can’t be changed silently

Control-Driven (Not Person-Dependent)

  • Processes work even if a key employee is absent
  • Rules are written, not assumed
  • Exceptions are visible, not hidden

Decision-Ready

  • You can see cash, sales, margins, and risks in near real time
  • You don’t wait for month-end surprises
  • Numbers are consistent across teams

Future-Proof

  • Ready for banks, investors, audits, or expansion
  • Finance supports growth instead of slowing it down

Who This Is For

Business Owners & Managing Directors
CEOs of SMEs
Growing Manufacturing, Trading & Service Companies
Businesses with 5–200 staff
Companies where owner is still closely involved

How It Works

01

Answer Practical Questions

Answer questions about how your business actually runs. No accounting knowledge required.

02

10–12 Minutes

Quick and efficient. Designed for busy owners.

03

Instant Insights

Receive immediate feedback, not generic advice. No documents upload. No jargon.

What You Will Get Immediately

Clear visibility on risk areas
Confirmation of what is under control
Identification of blind spots
Direction on what to fix first

This is about comfort, clarity, and control.

Start the Finance Health Checkup

Confidential. No data shared. NDA-based reviews available.

Ready to assess your business financial health?

Disclaimer
This tool provides management insight only and does not replace audit, tax, or legal advice.

What does the Finance Health Checkup do?

This checkup asks practical questions about how your finance function works, to show whether it is fraud-resistant, control-driven rather than person-dependent, decision-ready and prepared for growth. It is written for owners and managers, with no accounting knowledge needed.

How to use it

  1. Answer the practical questions about how money, approvals and reporting work today.
  2. Send the checkup request with your contact details.
  3. We contact you to go through the findings and the first improvements.

Finance Health Checkup: questions and answers

How long does the checkup take?

About 10 to 12 minutes to answer the questions.

Do I need an accountant to answer?

No. The questions are about how things work in practice, such as who approves payments and how quickly you get monthly numbers.

What happens to my answers?

When you submit the checkup request, your contact details and answers are emailed to Valorin so we can contact you about the assessment. Nothing is sent before you submit.

Is the result tax or financial advice?

No. The result is an estimate for planning, based only on the figures and answers you enter. It is general information, not legal, tax or financial advice. For a decision, have your position reviewed against your full facts.

Related

Want a second opinion on your result? WhatsApp 058-2754282 or send a request.

General information only, not legal or tax advice.