For each statement, choose how true it is of your business today. Answer honestly — this is a mirror, not a test. Maximum 20 points.
1. We have a real Finance seat owner with authority the owner won't override.
2. Our books are reconciled and closed on a set date every month.
3. We have a 13-week rolling cash forecast, updated weekly.
4. Our Scorecard includes leading financial numbers, not just lagging ones.
5. We know margin by product, service, or location — not just total revenue.
6. Our financial numbers are trusted enough to drive Rocks and decisions.
7. The V/TO's financial targets are backed by a real forecast, not a guess.
8. We review actuals against budget every month and act on the variance.
9. Cash, collections, and runway are visible to leadership at all times.
10. Finance informs the business — it isn't just a backward-looking record.
Where to next
Want the books off your plate?
A short call. We will tell you honestly whether we can help.
Get started