Advisory & Growth
Financial Health Checkup
A full check-up of your books, compliance and cash — in one report.
Who needs this
Is this you?
- Owners who inherited books from a previous accountant
- Businesses that suspect missed filings or input credits
- Anyone preparing for funding, a loan, or a sale
Our process
How we handle it
- 01
Review
Examine ledgers, bank reconciliations, GST and TDS filings, and statutory registers.
- 02
Score
Assess liquidity, profitability, compliance exposure and record hygiene.
- 03
Report
A written report: what is healthy, what is risky, and what to fix first.
- 04
Fix
Optional — we fix the priority items, or hand the list to your team.
Documents required
What to keep ready
- Last 2–3 years of financial statements
- GST, TDS and ITR acknowledgements
- Bank statements and loan schedules
- Current accounting file / software export
Don't have everything? Send what you have — we'll tell you what's missing and how to get it.
FAQs
Questions about this service
Yes — the checkup also looks forward: input credit leaking, TDS rate errors, cash-cycle strain, and structures that will cost you tax next year. Clean books still hide expensive habits.
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Ready to get started?
Book a free 20-minute call and we'll map out exactly what you need.