Your Financial Operations Assessment
Every finance transformation starts with understanding where you are today. This quick assessment cuts through the complexity to reveal your team's true operational readiness. Built from our experience guiding hundreds of finance teams through critical growth phases, these questions target the areas that make or break financial excellence.
If You Scored: 7 to 21
Building Your Foundation
You're feeling the weight of financial complexity - and that's completely normal at this stage. When every financial decision feels critical and you're not sure who to trust or where to start, remember: even the most sophisticated finance operations started exactly where you are.
The key is breaking down what feels overwhelming into actionable steps. Let's identify one or two specific areas where quick wins can create momentum. Whether it's cleaning up your monthly close or streamlining basic processes, small improvements compound into transformative change.
If You Scored: 22 to 28
Ready for the Next Level
You've built solid fundamentals - that's worth celebrating. Your core processes are working, but you sense there's room for more efficiency, especially as you eye future growth. Many businesses hit this exact inflection point: functional, but not yet fully optimized for scale.
Take a step back and look at your ecosystem holistically. Are your people spending time on strategic work, or stuck in manual processes? Is your data telling the story it needs to? Understanding these pain points is your first step toward transforming good into exceptional.
If You Scored: 29 to 35
Optimized for Growth
You've achieved what many businesses aspire to - sophisticated financial operations that drive real business value. This level of excellence doesn't happen by accident, and we'd love to learn more about your journey.
The question now becomes: what's next? Whether you're planning for rapid scaling, considering M&A, or eyeing an exit, it's worth evaluating if your current infrastructure can support your next chapter. Even the most refined systems need periodic reimagining to stay ahead of future demands.
Your Next Steps
Ready to dive deeper into your results? Let's have a focused conversation about turning these insights into action. We'll help you create a roadmap that aligns with your immediate needs while building for your future vision.
Turn Insights into Action
You've taken the first step that many finance leaders hesitate to take - honestly evaluating where your operations stand today. That's no small thing. This kind of clarity is what transforms good finance teams into strategic powerhouses.
Your score gives us a clear picture of your current challenges and opportunities. But numbers only tell part of the story. The real value comes from understanding how to turn these insights into practical improvements that drive business growth.
Let's have a focused conversation about your results and explore how to:
- Target quick wins that create immediate impact
- Build a roadmap that aligns with your growth goals
- Transform challenges into competitive advantages
Our team of former Big 4 leaders and finance executives has guided companies at every stage through this journey. We know exactly what works (and what doesn't) because we've been in your shoes.
Schedule a consultation to discuss your specific results and discover what's possible for your finance function.