SME Financial Health Check & Growth Strategy
Accelerate your business growth with comprehensive financial analysis and strategic planning. Transform your SME into a thriving enterprise with data-driven insights and professional guidance.
Comprehensive SME Business Analysis
Our SME Financial Health Check provides small and medium enterprises with deep insights into their financial performance, operational efficiency, and growth potential. Through rigorous analysis, we identify opportunities for improvement and create actionable strategies for sustainable business growth.
Complete Financial Assessment
Thorough analysis of financial statements, cash flow patterns, profitability margins, and working capital efficiency.
Growth Strategy Development
Custom growth plans with specific KPIs, milestones, and financial projections tailored to your industry and market position.
Financial Dashboard Creation
Real-time KPI tracking systems and financial dashboards for ongoing business performance monitoring.
Service Highlights
Proven Business Growth Results
Our SME clients experience significant improvements in profitability, cash flow management, and operational efficiency through our comprehensive analysis and strategic recommendations.
Client Success Story
"Temba Logistics, founded by Kiptoo Mwangi in June 2020, was struggling with inconsistent cash flow and unclear profit margins. When they engaged our services in January 2025, their monthly revenue was KES 2.8 million but net margins were only 8%."
"Through our comprehensive analysis, we identified inefficiencies in route optimization, supplier payment terms, and pricing strategies. By July 2025, Temba Logistics achieved KES 4.2 million monthly revenue with improved 18% net margins."
Revenue Growth: +50% over 18 months
Net profit margins more than doubled from 8% to 18%
Key Improvements
Advanced Business Analysis Tools
We utilize cutting-edge financial analysis software and proven business frameworks to deliver comprehensive insights and actionable recommendations.
Financial Ratio Analysis
Comprehensive ratio analysis covering liquidity, profitability, efficiency, and leverage metrics. Benchmarking against industry standards and competitor performance to identify improvement areas.
Cash Flow Modeling
Advanced cash flow forecasting using scenario analysis and sensitivity testing. Working capital optimization strategies to improve liquidity and reduce financing costs.
Performance Dashboard Design
Custom KPI dashboards with real-time data visualization. Automated reporting systems that track key business metrics and alert management to important trends or deviations.
Analysis Framework
Analysis Deliverables:
- • Executive summary with key findings
- • Detailed financial health assessment
- • Cash flow optimization recommendations
- • Growth strategy roadmap
- • KPI dashboard with quarterly reviews
- • Implementation timeline and milestones
Business Confidentiality & Security Standards
Your business information is protected by the highest standards of confidentiality and security. We maintain strict protocols to safeguard your competitive advantage and sensitive data.
Data Protection
All business documents and financial information are encrypted and stored in secure, access-controlled systems. Compliance with Kenya Data Protection Act and international security standards.
Non-Disclosure Agreements
Comprehensive NDAs signed before any business information is shared. Legal protection ensures your competitive strategies and proprietary information remain confidential.
Limited Access Team
Only essential team members have access to your business information. Each analyst signs confidentiality agreements and undergoes background verification.
Our Security Framework
Information Security
- End-to-end encryption for all data transfers
- Secure cloud storage with access logs
- Regular security audits and updates
- Automatic data destruction after project completion
Professional Standards
- Certified public accountant oversight
- Professional indemnity insurance coverage
- Adherence to ICPAK ethical standards
- Clear conflict of interest policies
Designed for Growing SMEs
Our SME financial health check is perfect for small and medium enterprises ready to take their business to the next level through data-driven insights and strategic planning.
Perfect for These Businesses
Industry Expertise
• Manufacturing
• Retail & Wholesale
• Transportation
• Construction
• Technology Services
• Healthcare
• Hospitality
• Professional Services
What You'll Gain
Clear Financial Picture
Understand your true profitability and financial health
Growth Strategy
Actionable plan for sustainable business expansion
Risk Mitigation
Identify and address potential financial risks early
Project Timeline
Measurable Business Impact
Track your business transformation with clear metrics and regular progress reviews. Our comprehensive reporting ensures you stay on track toward your growth objectives.
Key Performance Indicators
Revenue Growth Rate
Monthly and quarterly revenue tracking
Net Profit Margin
Profitability optimization tracking
Cash Flow Days
Working capital efficiency measure
Quarterly Reviews Include:
- • Financial performance against targets
- • KPI dashboard updates and trends
- • Cash flow forecasting adjustments
- • Strategy refinement recommendations
- • Market conditions impact assessment
- • Action plan updates and next steps
Business Health Scorecard
Strong liquidity and debt management
Good cost control with improvement opportunities
Excellent market position and expansion readiness
Monthly Dashboard Features:
Real-time KPIs
Trend Analysis
Alert System
Goal Tracking
Transform Your SME Performance Today
Unlock your business potential with comprehensive financial analysis and strategic planning. Get the insights you need to drive sustainable growth and profitability.