A comprehensive assessment of your clients' operations across all business functions. Identify structural gaps, contradictions, and opportunities for advisory engagement — delivered to you, the primary advisor.
See a sample diagnosticSharpDataFlow conducts structured, full-scope organisational assessments for your SME clients. We examine operations across finance, cash flow, pricing, labour, tax, and controls — identifying structural problems and contradictions that represent genuine advisory and implementation opportunities.
You remain the primary advisor. We provide the discovery framework and detailed findings. You scope, price, and deliver solutions to your clients.
Structured evaluation of client operations covering all major business functions, via a comprehensive questionnaire.
Detailed findings delivered within 7–14 days. Up to 30 identified opportunities, prioritised by complexity and revenue potential.
You present findings to your client and determine scope, pricing, and timeline for advisory or implementation services.
Ten business domains examined in every engagement.
Unlike diagnostic tools run inside accounting networks, SharpDataFlow never engages your client directly. Findings come back to you — you retain full ownership of the relationship, scope, and pricing.
A consistent framework across clients. A structured approach to identifying advisory opportunities.
Move beyond compliance work. Offer strategic advisory and implementation services with higher margins.
Position yourself as a strategic business advisor. Increase client retention through advisory value.
A complete fictional SME engagement (Meridian Trade Supply) showing report depth, evidence ratings, the diagnostic matrix, ranked solution pathways, and the maturity scorecard — the kind of prioritised findings delivered within 7–14 days.
The companion document sent to the referring accountant: the diagnostic translated into a sequenced, scoped, billable schedule of follow-on work — with the in-scope / refer-on boundary made explicit.
The same engagement turned into a plan: the prioritised findings sequenced into implementation horizons, each with milestones, owners, and dependencies — how a diagnostic becomes a delivery schedule.
Let's discuss how organisational assessment and discovery can expand your advisory capabilities and client relationships.