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Financial Health Score

12 questions. A clear picture of where your financial operations stand, what to fix first, and which services would help most.

No account needed 12 questions Instant results
Question 1 of 128%
Question 1 of 12 · Books & Reconciliation
How current are your books right now?
Question 2 of 12 · Monthly Close
Do you have a defined month-end close process?
Question 3 of 12 · Financial Statements
How often do you review P&L, balance sheet, and cash flow?
Question 4 of 12 · Cash Visibility
How far out can you project your cash position?
Question 5 of 12 · Reporting
What financial reporting do you have for leadership or board?
Question 6 of 12 · Finance Tech Stack
How is your accounting software set up?
Question 7 of 12 · Budget & Forecasting
Do you have a financial model or budget you track against?
Question 8 of 12 · Revenue Recognition
How do you handle revenue recognition?
Question 9 of 12 · Internal Controls
What financial controls are in place at your company?
Question 10 of 12 · Strategic Readiness
If an investor or acquirer asked for your financials today, how ready are you?
Question 11 of 12 · AR / AP & Collections
How well do you manage receivables and payables?
Question 12 of 12 · Tax & Compliance
How prepared are you for tax and compliance deadlines?
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For informational purposes only. A self-assessment, not an audit, and not financial advice.

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