Does every item on the
balance sheet tie out?
Do your financials provide
a clear summary of the
company’s performance?
Do you have an online
dashboard with easy to
view financial metrics?
Do you know your
monthly cash flow?
Do you have a plan to
increase cash flow each
month?
How do you plan to use
monthly free cash flow?
Do you have goals for the
next few quarters?
Are the goals tied to
something measurable?
Do you occasionally zoom
out to look at the bigger
picture?
Are you frustrated by the
lack of clear financials?
Is tax time stressful?
Do you understand your
financial statements and
reports?
Are you using the latest
accounting technology?
Are you closing the
monthly books on a timely
basis?
Are AP/AR as automated
as they can be?
Do you have documented
accounting processes?
2 Clerico Lane, Hillsborough, NJ 08844