Developed by Leonard Curtis, Health Check is designed to support accountants across our Lifecycle Network by providing a holistic, data-driven view of their client portfolios — all in one place.

The tool enables license holders to identify opportunities, spot early warning signs, and benchmark performance through peer group analysis, ultimately enhancing the quality of client advice, guidance, and retention strategies.

By integrating multiple datasets, the tool offers a comprehensive snapshot of each company’s financial health. This includes analysis of balance sheets, credit scores, creditworthiness, and other key indicators. These data points are processed by the platform to generate a proprietary Leonard Curtis Health Score for every business in the portfolio.

The Leonard Curtis Health Score is a 0–100 rating that reflects both positive and negative factors affecting a company’s overall health. Drawing on over 30 years of experience, our model highlights indicators of growth and strength while also identifying subtle early warning signs that may lead to challenges if left unaddressed.

The core objective of the tool is proactive intervention: to flag potential issues early, giving both the accountant and company director the necessary time to implement effective solutions. Far too often, these problems are only recognised when it's too late to take corrective action.

Leveraging AI, Health Check generates a tailored Health Report for each company record added to your individual portfolio. These reports outline key risks, opportunities, and emerging threats — helping you prioritise actions and deliver more impactful, strategic advice.

As part of the Lifecycle One package, Health Check has been developed to help you help your clients.

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