01
Financial Information
Quality and reliability of financial records, management accounts and reporting, bank and balance sheet reconciliations, receivables and payables, and cash-flow visibility.
Langner & Co. / Finance
Finance Health Check
For Small &
Growing Businesses
Growing Businesses
Understand where your finance function stands — and where it could improve.
An independent review of your financial information, processes, controls and management reporting, designed to give you a clearer view of what is working, what may need attention and where practical improvements could be made.
01 / Why it matters
You Can’t Improve What You Can’t See.
A finance function can appear to be working well while hidden weaknesses create unnecessary costs, risks or delays. As businesses grow, finance often becomes more complex — but the underlying processes, controls and management information do not always grow at the same pace.
02 / The review
A Practical Review of Your Finance Function.
We look beyond whether the bookkeeping is simply up to date. The objective is to understand how financial information, processes and management reporting work together — and where they may need greater structure or visibility.
02
Processes & Controls
Finance processes and workflows, month-end procedures, financial controls, approval and payment processes, and areas of duplication or inefficiency.
03
Management Information
Financial reporting, budgeting and forecasting, key performance information, management visibility and areas requiring stronger financial oversight.
03 / What you learn
Know Where You Stand.
The purpose of the Health Check is not to create a long report for the sake of it. It is to give you a clearer understanding of what is working, what may need attention and where practical improvements could strengthen your finance function.
Strengths
What is already working well within your finance function.
Risks
Areas where weaknesses could create financial, operational or reporting risk.
Opportunities
Practical improvements that could strengthen control, visibility or efficiency.
04 / Who it is for
Designed for Businesses That Are Growing, Changing or Want Greater Visibility.
- Owner-managed businesses
- Small and medium-sized businesses
- Growing companies
- Businesses preparing for growth
- Businesses going through restructuring or change
- Businesses where the finance function has become more complex than the owner is comfortable managing
05 / What happens next
A Clear Process. Practical Next Steps.
The Health Check is designed to give you useful information without automatically pushing you towards another service. Once the review is complete, you decide what happens next.
01
Understand
Clarify your current finance function, priorities and the way financial information is currently managed.
02
Review
Assess the key financial information, processes, controls and management information relevant to your business.
03
Identify
Highlight what is working, what needs attention and where practical improvements may be possible.
04
Discuss
Review the findings and consider practical next steps. If further support is appropriate, you decide what makes sense for your business.
06 / Start with clarity
Before You Improve Your Finance Function, Understand Where It Stands Today.
Not sure whether a Finance Health Check is right for your business? Let’s discuss your situation first.