Tools & diagnostics

Indicative micro-tools to start a conversation — they never replace a discussion with the firm and use no unvalidated tax figures.

Accounting needs diagnostic

See whether your organisation would benefit from structuring or outsourcing bookkeeping.

Indicative
Is bookkeeping handled internally by someone without accounting training?
Do you struggle to close accounts on time?
Are tax filings sometimes prepared at the last minute?
Would you like a single point of contact for accounting questions?
Has revenue changed significantly this year?

Is my company ready for an audit?

A first checkpoint before a statutory or contractual audit mission.

Indicative
Are annual accounts closed within usual timelines?
Do you have organised supporting documents for the full year?
Are internal control procedures documented?
Have you already had an external audit or review?

Financial maturity — first check

Indicatively assess your financial management maturity.

Indicative
Do you have a monthly dashboard?
Do you monitor cash flow regularly?
Do you prepare an annual budget?
Are KPIs shared with your teams?

ESG diagnostic — first check

A starting point for a credible ESG approach.

Indicative
Do you track environmental indicators?
Have you formalised an internal social policy?
Do you already communicate on sustainability?
Is an internal ESG owner identified?