Clarity on cashflow, tax, structure and direction – before problems become expensive.
Running a business shouldn’t feel like flying blind.
Our Business Health Check is a complimentary, structured diagnostic for established business owners who want more than just year end accounts – and want to understand where their business is really at.
✔ Cashflow clarity
✔ Tax readiness
✔ Trust & structure risks
✔ Reporting & decision making gaps
*Limited complimentary spots available each month.
Request Your Business Health CheckWho is our Business Health Check Service for?
The Business Health Check is designed for business owners who:
- Feel profitable, but cashflow still feels tight
- Aren’t fully confident about upcoming tax obligations
- Have a trust or structure they’re not 100% sure is still right
- Are looking for timely, useful insights from their accountant
- Want to work on their business – not just in it
This is not a sales meeting, and it’s not for everyone.
It’s for business owners who value clarity, responsiveness, and proactive advice.
What the Business Health Check includes
Step 1:
Pre meeting diagnostic
Before we meet, you’ll complete a structured Business Health diagnostic covering:
- Your role, responsibilities, and goals
- Cashflow and tax awareness
- Reporting and decision making
- Business structure and asset protection
- Lifestyle and exit intentions
- Current challenges and opportunities
This allows us to come to the meeting already understanding your business – so we focus on insight, not fact finding.
Step 2:
45–60 minute
Business Health Check
In your one on one session, we’ll walk through:
- Where your business is strong
- Where pressure points may be quietly building
- What risks we commonly see too late
- What deserves your attention now – and what doesn’t
You’ll leave with practical clarity, not jargon.
Step 3:
Clear next step
recommendations
At the end of the session, we’ll be very clear about one of three outcomes:
- You’re in good shape – here’s what to keep monitoring
- Targeted advisory support would help (e.g. cashflow, trust review, forecasting)
- We’re not the right fit – and we’ll tell you that honestly
No pressure. No obligation.
Why DNA Chartered Accountants?
Many business owners come to us because:
- Their accountant doesn’t get back to them
- They only hear about issues after the fact
- They want advice, not just compliance
At DNA, advisory isn’t an add on – it’s how we work.
Our Business Health Check reflects the way we think: structured, proactive, and focused on helping business owners make better decisions earlier.
Request your Business Health Check
Frequently Asked Questions
Is this really complimentary?
Yes. We have availability for one complimentary Business Health Check per week for businesses that meet our criteria.
Will you try to sell me services?
No. If there’s a clear opportunity for us to help, we’ll explain it. If there isn’t, we’ll tell you that too.
Do I need to change accountants?
No. Many business owners start with a Health Check simply to gain clarity.
How long does it take?
The meeting runs for 45–60 minutes. The diagnostic is completed beforehand at your own pace.
Request your Business Health Check
If you’re ready for clearer insight into your business – without pressure or obligation – we invite you to request a Business Health Check.
Complimentary. Structured. Insight led.
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