What do I need to send?

Six months of whatever you already have: the profit and loss, bank statements, sales by product or customer, and what you owe and are owed. Tally exports, spreadsheets and PDFs are all fine. If something is missing, we work with what there is and say what it limits.

Do our books need to be in order first?

No, and they rarely are. Part of the check is finding out which of the numbers you rely on can actually be trusted, so imperfect records are the starting point rather than a reason to wait.

You can ask for an NDA before sharing anything, and we sign it first. Files are used only for the check and are not shared with anyone.

How is this different from our CA?

Your CA keeps your books right and your filings on time, and that work is necessary. The numbers check starts where those records end: what the numbers mean, what is changing underneath them, and what to fix first. Most businesses at this stage need both.

What happens after the call?

Nothing, unless it helps. Some founders act on the page themselves. Some want ongoing monthly support, or help preparing to raise. If neither fits, we will say so.

Get your numbers check.

Send six months of numbers. Get one page back in a week showing where your money is made, lost and stuck, then a 30-minute call to walk through it.

Discuss on WhatsApp →Or email shafneed@withsimplify.in

Can you answer these in 10 seconds?

01
How much did you actually make last month, after everything?
KPI dashboard template →
02
If sales stopped today, how many months could you run?
Runway calculator →
03
Which product or customer makes you the most money?
Unit economics template →

Most founders can’t. Not because they’re bad at business, but because nobody set up their numbers to answer these. That is what a numbers check does.

Four things your P&L alone may not tell you.

A profit and loss shows totals. We split the numbers by product, by channel and by month, and look at how long cash is tied up.

Product margins

Profit on each product after discounts, delivery and returns.

Example2 of 5 products lose money

Cost per sale

What ads and commissions cost to win each customer.

Example₹400 to ₹900 per online sale

Cash cycle

How long cash sits with customers, against what suppliers allow.

Example₹18L with shops on 60 days; suppliers want 15

Cost growth

Whether team and overheads grow faster than sales.

ExampleTeam up 40%, sales up 25%

Examples are from an illustrative business, not a client.

One page. One week.

Six months of numbers reviewed
Margins by product and channel
Cash flow and working capital
The few gaps that matter most
Actions in order, with estimated impact
A 30-minute call to walk through it

Numbers check · Sample

Illustrative data

Growth is real, but four leaks are draining cash.

FindingActionEst. impact

Products D and E lose money after returnsReprice D, stop selling E₹1.2L a month

Ad cost per online sale up from ₹400 to ₹900Move ad money to products that sell₹60k a month

Team up 40%, sales up 25%Pause hiring for a quarter₹50k a month

₹18L with shops on 60-day credit30-day terms, weekly follow-upUp to ₹9L cash, once

Cash left if nothing changes: about 2.5 months. Fix first: shop credit.

Sample page with illustrative data. Estimates to test, not results or guaranteed recovery. Freeing cash from customers is not profit.

Whether sales are growing, flat or falling.

Growing

Sales are up, but cash is always tight.

Read: Why is cash tight when we’re profitable?

Flat

Sales have stalled, and you’re not sure which products or customers make money.

Read: Why is our gross margin falling?

Falling

Sales are down, and you need to know how long the cash lasts and what to cut.

Read: Cash is running out next month: what first?

How to start.

01
Email or WhatsApp to discuss a numbers check
02
Sign an NDA first, if you’d like
03
Share six months of files, in any format
04
Get your page and a 30-minute call

Before you get in touch.

Know a founder whose sales are growing, but the cash isn’t?

Introduce us. A short WhatsApp or email intro is enough. A good fit runs a founder-led business, has revenue growing faster than cash or profit, and has no full-time finance head yet.

Introduce a founder →

Get your numbers check.

Send six months of numbers. Get one page back in a week.

Discuss on WhatsApp →