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Assessment

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.

A

5

B

4

C

3

D

2

E

1

Question 2 of 20

I have access to key financial information in a timely manner to use for making key business decisions.

A

5

B

4

C

3

D

2

E

1

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.

A

5

B

4

C

3

D

2

E

1

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.

A

5

B

4

C

3

D

2

E

1

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.

A

5

B

4

C

3

D

2

E

1

Question 6 of 20

I feel confident we are using automation technology effectively to maximize our valuable time.

A

5

B

4

C

3

D

2

E

1

Question 7 of 20

The technology I use for my finance is easy to use, works consistently and meets my business’s requirements.

A

5

B

4

C

3

D

2

E

1

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.

A

5

B

4

C

3

D

2

E

1

Question 9 of 20

I am confident that my team is timely in sending in financial information into our financial systems.

A

5

B

4

C

3

D

2

E

1

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.

A

5

B

4

C

3

D

2

E

1

Question 11 of 20

My team is cohesive and works well together to achieve important goals in our business.

A

5

B

4

C

3

D

2

E

1

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.

A

5

B

4

C

3

D

2

E

1

Question 13 of 20

I have a clearly defined business budget and review it on a regular basis.

A

5

B

4

C

3

D

2

E

1

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.

A

5

B

4

C

3

D

2

E

1

Question 15 of 20

My budgeting and forecasting are on-target and realistic and are regularly updated to be accurate.

A

5

B

4

C

3

D

2

E

1

Question 16 of 20

I have a documented financial plan and have communicated the appropriate information to the key members of the team.

A

5

B

4

C

3

D

2

E

1

Question 17 of 20

We have a clear vision in writing that is shared by everyone in the company.

A

5

B

4

C

3

D

2

E

1

Question 18 of 20

Everyone in the business is efficiently prioritizing time & executing key initiatives.

A

5

B

4

C

3

D

2

E

1

Question 19 of 20

We have a scorecard and track & review important metrics each week.

A

5

B

4

C

3

D

2

E

1

Question 20 of 20

Everyone in the business is held accountable for their performance and achieving goals.

A

5

B

4

C

3

D

2

E

1

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