Financial diagnostic
A detailed analysis of your financial statements, your profitability, your cash flows and your key ratios. We show you where growth can come from, and give you firmer numbers to steer by.
Trust Your Vision
Our services
Three areas of expertise, one point of contact. We work across your whole business: its finances, its protection and its visibility.
Insurance and protection
A review of your insurance policies and of your exposure to risk, to strengthen the protection of your business, your teams and your directors.
Marketing strategy
An assessment of your marketing and of your positioning, to increase your impact, win more customers and raise the perceived value of what you offer.
Our process
Our diagnostic process is built to deliver complete, personalised solutions to our clients — micro-businesses, SMEs and companies of every size. Here are the key steps of our approach.
First contact
We begin with an initial conversation, to understand your specific needs and the areas you would like us to assess.
Personalised support and in-depth analysis
Depending on your needs, we gather the documents required for an in-depth review of your financial situation. We examine the relevant data, the financial documents, the insurance policies and the marketing strategies already in place.
Assessment and recommendations
Based on the information gathered, our team carries out a full and detailed assessment. We identify the strengths, the weaknesses and the room for improvement in your business. We then give you specific, practical recommendations to improve your financial performance, reduce your risks and get more out of your marketing.
Follow-up and review
We follow your company closely. Once the recommendations are in place, we carry out a review at the next financial year-end, to measure the results achieved.
Our team is here to answer your questions and to guide you.
Who is it for?
Micro-businesses, SMEs and companies of every size, in any sector: retail, hospitality, crafts, services and independent professionals.
