Financial Operations Assessment

Image of a meter score of green.

Will This Be this you?

See how your accounting & finance function stacks up in this short assessment that takes less than 5 minutes to complete. Don’t overthink it. Just rank how you feel.

Why have we built this?

Because small businesses on their journey from $1M to $20M run into multiple inflection points with their accounting & finances along the way. The assessment will help bring things to your attention you may not thought of, understand what a well run accounting function feels like, and possibly an introduction to our team to see how we can help bring that experience to life.

You can view the results immediately after completion and email them to yourself if you’d like a PDF.

Here’s what we’re going to ask about…

  • Financial Trust & Stability

  • Timeliness & Operating Rhythm

  • Understanding What the Numbers Mean 

  • Cash Awareness & Actionability

  • Scalability, Continuity & Team Strength