Can Your Financial System Handle Growth?
Answer 15 questions and we’ll send you a personalized report
- Uncover hidden inefficiencies
- Get tailored, actionable insights
- Discover immediate next steps for your business
You’ll be scored against the following key areas:
Team
How well is your finance team is structured for scale—do you have the right people in the right roles, with clear responsibilities and the capacity to support growth without bottlenecks?
Tech
Your financial systems and software—how well they integrate, capture data efficiently, and scale with your business to provide accurate, real-time financial insights.
Tactics
Your financial processes—how effectively you standardize workflows, establish clear SOPs, and leverage financial planning and reporting to drive strategic decision-making.
Don’t just take our word for it, see what they have to say....
The survey was quick and easy to answer!
It really helped me highlight some of the things that we ought to be doing.
Neil Schwartz
CEO, TNB Architecture
The assessment strikes the perfect balance—comprehensive yet concise—providing a clear snapshot of our company's financial health. The results have given us the clarity we need to make informed decisions and confidently chart a path toward sustainable growth.
Yermi Kurkus
Strategic Advisor, YKG
