Margin disappears in the details
Discounts, extra costs, mispricing and uncounted team time together eat into your results.
Financial Diagnosis 360
Financial diagnosis for SME businesses
Stop guessing where your profit disappears. Get a financial diagnosis of your business.
Financial Diagnosis 360 is a practical financial diagnosis for your business. In a plain-language PDF diagnosis, we show where the business really makes money, where it's losing money, whether it has cash on time, and which decisions can improve results and safety.
Sales are growing, but profit and cash aren't keeping up?
Not sure which products, clients or services are actually profitable?
Want to grow, but not sure whether the business can afford it financially?
Got revenue? Find out whether it leaves you a profit.
Got costs? Find out which ones build your result.
Have doubts? Turn them into an action plan.
The SME owner's problem
High revenue can lull you into a false sense of security. The real risk starts when the business grows faster than your control over the money.
More sales don't always solve the problem. If prices, costs, invoices, payment terms and the business's key numbers aren't under control, growth can scale up the losses.
Cash doesn't forgive guesswork
A business can be profitable on paper while struggling for cash because of receivables, inventory and payment terms.
A lack of financial control costs you quietly
When no one regularly checks profitability, the owner ends up deciding on gut feeling.
If you recognize even 2 of these signals, the business may be losing money faster than your monthly accounting statement shows.
Sales are growing, but profit and cash aren't growing proportionally.
You don't know which products, services or clients are really profitable.
Costs look normal, but the result still disappoints.
You have data, but lack clear conclusions to act on.
You want to grow, but aren't sure the business can handle it.
There's no ongoing financial oversight through an owner's eyes.
The cost of no control
The most expensive losses don't come from one big invoice. They leak out daily in small amounts.
Without a financial X-ray, you might invest in growth that doesn't increase profit — or scale a model that's already leaking.
What do we analyze?
We look at your business like an outside CFO — the owner's financial partner.
This isn't a formal accounting audit. It's a practical financial diagnosis of the business: we translate numbers into simple conclusions, risks and decisions that affect your results.
The diagnosis covers not just the overall financial health of the business, but also specific areas that need decisions: profitability, liquidity, cost structure, revenue stability and operational risks. It points to the biggest money leaks, the business's strengths, possible scenarios for improving results, and priorities for the coming days and weeks. You also get practical recommendations, metrics to monitor, and a simple plan that helps turn your form answers into ownership decisions.
Profitability of services, products and clients
See which areas generate real profit, and which only look good in sales.
Cash and liquidity
We check whether the business has money on time: for invoices, payroll, taxes and growth.
Costs and indicators
We show which costs make sense, which weigh on results, and which numbers are worth watching.
Risks and stability
We show the threats to your results, cash, client dependency and the business's safety.
Recommendations
You get specific conclusions for ownership decisions.
Action priorities
Find out what to fix first, so you don't lose more months.
How does it work?
A simple process for the owner. Deep analysis on our side.
You don't implement a system, don't hire a financial specialist, and don't drown in spreadsheets.
1. You provide the data
You get a clear list of information needed. Your finances don't need to be perfectly organized.
2. We analyze the numbers
We examine prices, costs, profitability, cash, indicators, risks and clients.
3. You get a PDF diagnosis
You get a diagnosis with priorities and recommendations for ownership decisions.
Trust
Behind this service is hands-on experience in business and financial analysis.
We look at the numbers through the lens of owner decisions: what to improve, where to react, and what to keep monitoring.
20 yearsof business and advisory experience.
1200+completed projects and analyses.
2 bn+ złraised for companies and institutions.
Selected clients
Among those who have trusted us:
AYESA Polska Sp. z o.o. in cooperation with GDDKiA
ICAN Institute
Krajowa Spółka Cukrowa S.A.
Internet Media Services S.A.
Mostostal Płock S.A.
ATANER Sp. z o.o.
DGA S.A.
Schavemaker Invest Sp. z o.o.
ESTRA Automotive Sp. z o.o.
Elsteel Poland Sp. z o.o.
KGHM S.A.
PKP Intercity S.A.
Ministerstwo Klimatu i Środowiska
Komenda Główna Policji
Urząd Marszałkowski Województwa Wielkopolskiego
Urząd Miasta Poznań
Urząd Miasta Zielona Góra
Uniwersytet im. Adama Mickiewicza w Poznaniu
Akademia Muzyczna we Wrocławiu
Szpitale Wielkopolski Sp. z o.o.
Offer
Order Financial Diagnosis 360 and find out what's really happening with your business's results.
You'll get an expert PDF diagnosis with financial analysis and recommendations for the owner.
- Profitability analysis
- Which services and clients are profitable
- Cash and liquidity
- Costs and key indicators
- Risks to results and cash
- Dependence on a few clients
- Financial stability
- Recommendations for decisions
Confidentiality guarantee
Your company's financial data is fully confidential. We use it only to prepare the diagnosis — it never reaches anyone else.
Guarantee of concrete findings
Zero generalities. The diagnosis points to specific numbers, indicators and decisions to implement — not a general description of financial health you already know.
FAQ
Frequently asked questions about Financial Diagnosis 360
What is Financial Diagnosis 360?
It's an expert financial diagnosis for SME businesses, delivered as a PDF diagnosis. It shows where the business is losing money, what's limiting its results, and which decisions can improve profit, cash and stability.
Which companies is Financial Diagnosis 360 for?
This service is for owners of micro, small and medium businesses who want to check whether the business is really profitable, where it's losing money, whether it has cash on time, and what's worth fixing first. You can read more about the SME sector in materials from PARP (the Polish Agency for Enterprise Development).
Is Financial Diagnosis 360 a financial audit?
No, it's not a formal accounting audit or a financial-statement review. It's a practical financial and controlling diagnosis for the owner.
What does the PDF diagnosis include?
The diagnosis includes an analysis of margins, costs, cash, liquidity, key indicators, risks, client dependency, and specific conclusions.
Is my company's financial data safe?
Yes. Your data is treated confidentially and used only to prepare the financial diagnosis and the PDF report. You don't need to give your company name for the diagnosis itself — the financial data alone is enough. Your company name and tax ID are needed only for the invoice and never enter the analysis.
The last decision
You can keep watching your revenue. Or finally see whether the business is really making money.
Every month without a diagnosis means more decisions made on guesswork: pricing, costs, hiring, investments, clients and cash.