This assessment will provide you helpful perspective on areas you can improve in your business.
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Question 1 of 20
I am confident my financial numbers and reports are accurately recorded and reported consistently.
Question 2 of 20
I have access to key financial information in a timely manner to use for making key business decisions.
Question 3 of 20
I am confident that the person who handles my books is providing the best possible service and is a contributing value to my business’s success.
Question 4 of 20
I regularly receive financial reports that are in a useful format, that I can understand and provide clarity and value to me and my business decisions.
Question 5 of 20
I am confident that the technology I have is safe, accurate and secure and is capturing all the important information it needs to keep accurate records.
Question 6 of 20
I feel confident we are using automation technology effectively to maximize our valuable time.
Question 7 of 20
The technology I use for my finance is easy to use, works consistently and meets my business’s requirements.
Question 8 of 20
I have clear documentation for the processes and systems for my financial systems and everyone who uses them is trained and competent in them.
Question 9 of 20
I am confident that my team is timely in sending in financial information into our financial systems.
Question 10 of 20
Members of my team understand the importance of their required tasks, the reasons behind the process and the importance of being timely.
Question 11 of 20
My team is cohesive and works well together to achieve important goals in our business.
Question 12 of 20
My team is following best practices, paying attention to detail and knows key things to look out for to identify common challenges and mistakes.
Question 13 of 20
I have a clearly defined business budget and review it on a regular basis.
Question 14 of 20
I use my budget and forecast to make important business decisions such as fixed asset purchase, investments, and hiring new staff.
Question 15 of 20
My budgeting and forecasting are on-target and realistic and are regularly updated to be accurate.
Question 16 of 20
I have a documented financial plan and have communicated the appropriate information to the key members of the team.
Question 17 of 20
We have a clear vision in writing that is shared by everyone in the company.
Question 18 of 20
Everyone in the business is efficiently prioritizing time & executing key initiatives.
Question 19 of 20
We have a scorecard and track & review important metrics each week.
Question 20 of 20
Everyone in the business is held accountable for their performance and achieving goals.