Manage and streamline operations across multiple locations, sales channels, and employees to has improve efficiency and your bottom line.

A simple, practical guide to your

Financial Health Check-Up

Our Financial Health Check-Up is a focused, founder-friendly review that turns your books, cash flow, and KPIs into a clear action plan—so you can protect margins, free up cash, and grow with confidence.

FEATURES THAT YOU WILL LOVE

What You Get

plain-English findings, quick wins, and prioritized next steps.

Profitability, Liquidity, Efficiency, and Risk—each graded with traffic-light indicators.

where cash is coming from/going to, with working-capital fixes.

5–8 metrics that actually matter for your model (e.g., gross margin, CAC payback, AR days).

red flags in controls, tax, payroll, debt covenants, and vendor terms.

walk-through of insights + Q&A.

FINANCIAL CLARITY

INVESTOR-READY REPORTS

OUTSOURCED CFO

OPERATIONS MANAGEMENT

BUSINESS GROWTH

LET’S TALK

FINANCIAL CLARITY

INVESTOR-READY REPORTS

OUTSOURCED CFO

OPERATIONS MANAGEMENT

BUSINESS GROWTH

LET’S TALK

We Guide You Every Step of the Way

How it works

STEP
01

Purchase

the Check-Up.
STEP
02

Securely upload

your last 12–24 months of financials (GL, trial balance, AR/AP aging, bank statements).
STEP
03

Analyze

and benchmark performance for your industry and stage.
STEP
04

Report

You receive your report + action plan, then we meet to align on next steps.
12 K+

Active Users

Why We Are the Best

What we review

  • Profit & Loss: revenue mix, pricing/margin leakage, operating leverage
  • Balance Sheet: cash runway, AR/AP health, inventory/asset efficiency
  • Cash Flow: burn rate, seasonality, working-capital gaps
  • Unit Economics: contribution margins, breakeven, payback
  • Contracts & Terms: vendor/lease highlights, renewal & cost-down opportunities
  • Controls & Compliance: closing cadence, approvals, tax filings (high-level)

Outcomes you can expect

  • Clarity: your financial story in one page
  • Cash: practical levers to release working capital
  • Confidence: numbers you can defend with a plan you can execute
FREQUENTLY ASKED QUESTIONS

Got Any Questions?

No—this is an advisory review for clarity and action, not an assurance engagement.

If we find issues, we’ll flag them and can quote cleanup as a separate add-on.

Yes. You’ll receive a secure upload link; we use encrypted storage and access only what’s needed.

Tech/SaaS, professional services, construction/trades, e-commerce, and other SMBs.

Looking For

Complete Financial Solutions?

Choose your plan

Starter (Essentials)

Perfect for very small teams or first-time reviews.
$599 / one time fee

  • Executive Summary + Scorecard
  • Cash Flow Snapshot
  • Top 5 KPIs
  • Review Call (30 min)

Premium (Investor-Ready)

For funding, M&A, or board-level readiness.
$1,500+ / one time fee

  • Everything in Growth
  • Bank/Investor pack (lender-ready highlights)
  • Sensitivity scenarios (best/base/worst)
  • Implementation checklist
  • Review Call (60 min) with leadership

*What we need from you (after checkout)

  • Last 12–24 months: P&L, Balance Sheet, Cash Flow (or GL + trial balance)
  • AR/AP aging and bank statements (last 3 months)
  • Any budgets/forecasts and key contracts (major vendors, leases)
Join Thousands of Satisfied Customers

Don’t Believe Us? People Talk About It

“Cinergiz helped us bring clarity to our finances. What used to take weeks is now automated, and our reports are investor-ready every month.”

Sarah Khan

Startup Founder

“Outsourcing to Cinergiz was the best decision we made. Their team streamlined our operations and cut down unnecessary costs by nearly 25%.”

Michael Adams

COO, Tech Company

“As a growing business, we struggled with financial planning. Cinergiz not only organized our books but also built a forecasting model that secured our funding.”

Priya Mehta

CEO, Retail Brand

“Professional, reliable, and forward-thinking. Cinergiz gave us the systems to scale without worrying about financial blind spots.”

James Lee

Managing Director, Logistics Firm

“With Cinergiz, we finally understand where our money is going. The dashboards and reports give us confidence to make better decisions.”

Amira Al-Farsi

Entrepreneur