Financial system diagnostics
Assessment of accounting, cash flow, payments, reporting, documents, and role allocation across the finance process.
What is included in the service
review of current accounting and management reporting
cash-flow and payment-process assessment
identification of data gaps, risks, and problem areas
Common questions before starting
Short answers about the engagement format, initial diagnostics, and data needed for the first consultation.
What is reviewed during financial diagnostics?
Data sources, bank statements, sales, expenses, documents, receivables, payables, finance-process roles and inconsistencies between statutory and management data are usually reviewed.
Is financial diagnostics an audit?
No. It is a management review of data and processes. It does not provide an audit opinion and does not replace tax or legal advice.
What does the client receive after diagnostics?
A map of the current finance system: available data, missing data, possible inconsistencies, reports needed by the owner and priority implementation steps.