Free financial audit by a chartered accounting firm
What is a free financial audit from a chartered accounting firm?
Approach and commitments
A free financial audit provides an initial assessment of your accounting and financial situation: it helps you better understand your results, your balance sheets, and your main management risks.
Our chartered accounting firm applies its expertise and availability to your financial diagnostic, using a clear, confidential method tailored to your company, SME, or independent business.
You benefit from a personalized, no-obligation consultation with an expert to gain reliable initial insights, in full compliance with ethical standards and our independence.
Areas of expertise
Our chartered accounting firm’s financial and accounting audit covers the essential elements of your business to identify areas for improvement and potential points of concern.
- Free financial audit: Initial review of your accounts, financial assessment, and identification of priority topics for analysis.
- Free financial analysis: Study of your organization's balance sheet, income statement, and key financial indicators.
- Cash flow assessment: Analysis of cash flows, financing needs, and your company's ability to meet its payment obligations.
- Profitability analysis: Review of margins, expenses, and costs to identify opportunities for improving your performance.
- Free accounting audit: Initial verification of accounting data consistency and identification of potential risks or anomalies.
- Financial monitoring: Evaluation of working capital requirements, financial KPIs, and the balances needed to effectively manage your business.
- Financial recommendations: Presentation of findings, personalized advice, and actionable steps tailored to your goals.

What tools does an accounting firm use during a free financial audit?
An accounting firm relies on reliable solutions to analyze your data, such as Pennylane, to track your key performance indicators and produce a relevant diagnostic of your financial health.
These secure tools facilitate the study of your cash flow, profitability, and transactions, while ensuring the confidentiality of the documents provided. They also allow you to compare your results over time and identify significant discrepancies more quickly.
Following the analysis, you can receive a financial audit report including key findings, a financial health score, areas of concern, and personalized recommendations during a consultation with an accountant.
What are the costs and duration of a free financial audit at an accounting firm?

Costs
The initial free financial audit provides a no-obligation overview of your situation. Its scope depends on the available documents, the size of your company, and the specific issues you wish to examine.
Depending on your needs, this assessment can cover cash flow, profitability, the financial balance sheet, or specific accounting risks. If in-depth support is required, a transparent quote will be provided for any additional services.

Duration
The turnaround time for a financial diagnostic depends on the information provided and the level of analysis required.
An initial summary can be provided shortly after we receive your balance sheet, income statement, cash flow position, or other relevant documents.
We will outline the analysis steps for you and remain available to discuss the results and answer your questions and consider the next steps best suited to your situation.
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