Once-off service • R750

Is Your Business Financially Healthy?

Your business may be making sales, but do you know whether it is actually financially healthy?

The Finance Health Check gives you a professional review of your current financial position, so you know exactly where your business stands and what to do next.

Book My Finance Health Check
Free • 2 minutes

How financially healthy is your business?

Take our free 2-minute Business Finance Health Score and discover where your business is doing well — and where your finances may need attention.

  • Takes approximately 2 minutes
  • No financial statements required
  • Instant indicative score
  • Designed for South African small businesses

The free Business Finance Health Score is a high-level self-assessment. Our R750 Finance & Tax Health Check includes a professional review of your actual business financial information by Xpensify Advisory.

What is included

Financial Records Review

Assess the quality and completeness of the financial information available.

Profitability Review

Identify whether the business is generating sustainable profit.

Cash Flow Review

Identify potential cash-flow pressure and areas requiring attention.

Expense Review

Identify major cost areas and potential inefficiencies.

Financial Warning Signs

Highlight issues that may be affecting the financial health of the business.

Practical Recommendations

Provide clear, practical actions the business owner can take.

Your Finance Health Snapshot

You receive a concise, professional assessment of your business finances — written in plain language, not accounting jargon.

  • Key observations about your financial position
  • Financial concerns worth your attention
  • Recommended next steps for your business

The Finance Health Check is a professional review and advisory service. It is not an audit and does not include audited financial statements or any form of assurance.

Your Numbers Should Help You Run Your Business — Not Confuse You.

Most small business owners spend their time on sales and operations, and the financial side becomes an afterthought. Xpensify turns your financial information into something you can actually understand and use to make decisions.

Let’s Talk About Your Business