Financial diagnosis

Before we propose, we listen.

A free, no-obligation first meeting by video call to get to know your company, understand what concerns you and explain how we can help.

How it works

Three steps, no surprises

  1. 01

    Free first meeting

    An online meeting on Teams to get to know the company and explain how we work. We show you a real example of a basic analysis and another of a full analysis, so you can see what you would receive.

  2. 02

    Financial diagnosis

    If you are interested, we prepare your company's financial diagnosis based on its accounting information.

  3. 03

    Service proposal

    When we finish, we give you a service proposal tailored to what your company needs. You decide whether we continue.

Diagnosis

Two levels of diagnosis

Basic analysis

A clear view of your company's financial situation.

Full analysis

An in-depth analysis to make more detailed decisions.

The price depends on the volume of accounting entries of each company. We agree on it in the first meeting, where we also show you an example of each analysis.

Documentation

For the first meeting

What we need
Basic financial statements · Copy of the latest Corporate Income Tax return

If we go ahead

What we need
Accounting journals · Bank and card statements · Current financing agreements · Payroll · Copy of the tax returns filed with the Spanish Tax Agency (AEAT) in the last 12 months

Frequently asked questions

No. It is free and with no obligation.

It depends on the volume of accounting entries of your company. We give you the price in the first meeting, with no obligation.

No. When we finish you receive a proposal and you decide whether we continue.

Yes. We treat all your company's information with complete confidentiality.

Basic financial statements and a copy of the latest Corporate Income Tax return.

Shall we talk?

Tell us briefly about your situation and we will suggest a date for the first meeting.