FEATURES

Does Your Business Need
a Health Check Up today?

What is a Business Health Check

A Business Health Check is a comprehensive evaluation of your company’s financial and operational performance. It goes beyond the basics of reviewing income statements by analyzing how efficiently your business runs, where money is being spent, and where improvements can be made. At AFairchild Advisory, our Health Check covers key areas like cash flow, administrative expenses, IT infrastructure, software usage, energy costs, cybersecurity, and more—using our proprietary 8-category Health Check Wheel.

The goal is to uncover inefficiencies, reduce unnecessary costs, and identify opportunities to improve profitability and scalability. Whether you're planning to grow, restructure, or simply want to run leaner, the Business Health Check gives you the clarity and strategy needed to make smarter decisions and strengthen your business from the inside out.

 

 

Our Business Health Wheel is more than a checklist—it’s a diagnostic tool that gives you a full 360° view of your business. We analyze eight critical performance areas to uncover hidden inefficiencies, reveal blind spots, and identify strategic opportunities for growth.

Each section of the wheel represents a core pillar of operational health—from financial structure and technology to administrative costs and security posture. By evaluating your business across these interconnected categories, we provide actionable insights that lead to measurable improvements.

Whether you're preparing for a major transition or simply want to operate smarter, the Business Health Wheel equips you with the clarity and data you need to move forward with confidence.

Close BALANCE SHEET EFFICIENCIES & MAXIMIZATION Balance sheet efficiencies and maximization involve a strategic review of your company’s assets, liabilities, and equity to uncover hidden value and improve financial strength. By optimizing how assets like cash, inventory, and receivables are used, reducing unnecessary or high-cost liabilities, and improving key financial ratios, businesses can increase liquidity, lower risk, and boost return on equity. This process helps free up working capital and align resources with growth opportunities, creating a stronger, more resilient financial foundation. Close HARDWARE, LOGISTICS & INFRASTRUCTURE Hardware, logistics, and infrastructure are the foundation of your business operations. As part of the AFairchild Business Health Check, we assess your physical technology—such as computers, servers, and networking equipment—to ensure it’s up-to-date, reliable, and not causing productivity loss. We also examine your logistics, including how goods, services, and information flow through your supply chain, identifying inefficiencies and opportunities to reduce costs. Additionally, we review your overall infrastructure—both physical and digital—to make sure your systems are scalable, secure, and aligned with your growth goals. Together, these elements play a vital role in minimizing downtime and improving operational performance. BALANCE SHEET EFFICIENCIES & MAXIMIZATION
Bank Interest and Charges, Loan Consolidation HARDWARE, LOGISTICS, & INFRASTRUCTURE
PCs, Laptops, Phones, Monitors, Cloud Storage, Data Center, Disaster Recovery Close SOFTWARE AS A SERVICE (SaaS) Software as a Service (SaaS) is a cloud-based model where businesses access software through the internet via subscription, rather than installing it on local devices. It offers flexibility, automatic updates, and lower upfront costs, making tools like Microsoft 365, QuickBooks Online, and Zoom popular choices. However, without proper oversight, SaaS expenses can quickly grow due to unused subscriptions or overlapping tools. As part of the AFairchild Business Health Check, we evaluate your SaaS usage to identify cost-saving opportunities, eliminate inefficiencies, and ensure you're getting the most value from your tech stack. SOFTWARE AS A SERVICE
Microsoft, Google, Business Applications, QuickBooks Click Here ARTIFICIAL INTELLEGENCE & SECURITY AI and Security are increasingly interconnected as businesses adopt artificial intelligence tools to improve efficiency and automate tasks. While AI offers powerful benefits, it also introduces new risks—especially when employees use unapproved or unsecured tools. These tools can unknowingly expose sensitive data, bypass IT safeguards, and create vulnerabilities within your network. As cyber threats evolve rapidly, a single breach caused by an AI-related oversight could cost millions in damages, legal exposure, and lost trust. That’s why the AFairchild Business Health Check includes a thorough review of AI usage and digital security protocols—ensuring your business leverages AI safely, stays compliant, and protects its most valuable data. ENERGY
EV Charging, Water & Waste, Electricity, Solar, Natural Gas Click Here ENERGY Energy is a necessary expense for every business, but it’s often overlooked as an area for savings. Many companies continue to pay rising utility bills without realizing they can monitor usage, audit energy efficiency, and negotiate better rates. As part of the AFairchild Business Health Check, we review your energy consumption, identify billing errors or overcharges, and explore opportunities for cost reduction through energy audits, contract reviews, or tax incentives. Small improvements in energy management can lead to significant long-term savings and support sustainability goals. ARTIFICIAL INTELLEGENCE & SECURITY
Copilot, Gemini, Customer Experience, Physical and Cloud Security, Network Security MANAGED IT SERVICES & COMMUNICATIONS
Network & Cloud Monitoring, Tech Support, Mobility, Satellite Internet ADMINISTRATIVE EXPENSE OPTIMIZATION
Insurance/Bonding, Shipping, Supplies Click an icon on the wheel to learn more about each category. Business Health Check Wheel Close MANAGED IT SERVICES & COMMUNICATIONS Managed IT Services & Communications refers to outsourcing the management of your company’s technology systems, networks, and communication tools to a third-party provider. This includes ongoing support for hardware, software, data storage, cybersecurity, cloud services, phone systems, and internal communication platforms. Instead of hiring an in-house IT team, businesses use managed services to ensure systems run smoothly, stay secure, and scale efficiently. As part of the AFairchild Business Health Check, we assess your current IT setup, service contracts, and communication tools to identify gaps, reduce downtime, and ensure you’re getting reliable, cost-effective support that grows with your business. Close ADMINISTRATIVE EXPENSE OPTIMIZATION Administrative Expense and Process Optimization focuses on reducing overhead costs and improving how your internal operations run day to day. Administrative expenses—such as office supplies, payroll processing, HR services, and other back-office functions—can quietly grow over time and cut into your profits. Through process optimization, we evaluate how tasks are handled across departments to eliminate inefficiencies, streamline workflows, and reduce manual work. The goal is to free up time, lower costs, and allow your team to focus on higher-value activities. As part of the AFairchild Business Health Check, we identify areas where automation, better tools, or leaner processes can lead to real savings and improved productivity.

KEY FEATURES

Everything your business needs to manage finances and plan growth smart, simple and built for results. We can help.

Strategic Expense Review. Real Financial Impact.

Our process is designed to uncover inefficiencies that quietly erode profitability. We take a holistic, data-driven look at your operational spending—from vendor contracts and overhead to technology and administrative costs. Our goal isn’t just to cut expenses, but to optimize them—ensuring every dollar works harder for your business. The outcome is not just leaner operations, but a measurable financial impact that strengthens your bottom line and positions your company for long-term growth.

AI-Driven Strategy for the Future of Business

At AFairchild Advisory, we help businesses look beyond today’s numbers to build smarter, tech-enabled strategies for tomorrow. Our future-focused advisory approach combines deep financial expertise with cutting-edge AI tools to identify opportunities, automate inefficiencies, and drive informed decisions. From intelligent expense reviews to predictive forecasting, we equip forward-thinking companies with the insight and innovation they need to scale sustainably and stay ahead of the curve. It’s not just about being lean—it’s about being future-ready.

Data-Driven Decision Support

We take a strategic, forward-looking approach to financial planning by aligning your budgeting, forecasting, and resource allocation with your business’s long-term goals. Through data-driven analysis and hands-on collaboration, we help you understand where your money is going, where it should be going, and how to make informed decisions that drive profitability. By eliminating unnecessary spend, prioritizing high-impact investments, and improving financial visibility, we empower you to operate with greater efficiency, agility, and confidence—ultimately reducing waste and improving margins at every level.

Collaborative, Client-Centered Approach

At AFairchild Advisory, you're never just a file or a number. We build real relationships with our clients—becoming a trusted partner, not just a consultant. You’ll have direct access to experienced advisors who understand your business, answer your questions, and support your goals every step of the way. Whether you’re navigating a complex challenge or planning for future growth, we’re by your side with clear guidance, responsive communication, and personalized strategy you can count on.