Financial Resource Center
Tools that tell you where your finance function actually stands
Short, honest assessments and executive guides built from the same questions we ask in a real engagement. Score yourself in a few minutes, see what is working, and know what to fix first.
Start here — interactive assessments
Self-scoring assessment
The 10-Point Financial Health Check for Growing Businesses
A simple way to see where your financial foundation is strong and where it needs attention.
A ten-question check on the financial foundation of a growing business — reporting, cash, working capital, close, controls and decision support.
Readiness checklist
Is Your Business Ready for a Controller?
The signs that bookkeeping alone may no longer be enough.
A ten-point readiness checklist for owners wondering whether the business has outgrown bookkeeping alone.
Scored assessment
Month-End Close Health Assessment
Find out whether your close process is giving leadership timely, reliable information.
A ten-point scored assessment of close discipline: calendar, reconciliations, cutoff, review, reporting and backup coverage.
Readiness checklist
Audit Readiness Checklist
Reduce avoidable scrambling before fieldwork begins.
A twelve-point preparation checklist covering close, reconciliations, balance-sheet support, documentation and the PBC list.
Guides & checklists
Executive guide
Cash Flow Warning Signs CEOs Miss
Revenue can be growing while cash is quietly getting weaker.
Ten cash-flow warning signs that appear well before the bank balance becomes the warning system.
Educational guide
What Your Bookkeeper Isn't Supposed to Do
Bookkeeping is important. It is also not the entire finance function.
Where bookkeeping ends, where Controller work begins, and where CFO work begins — and why the distinction protects good people.
Comparison guide
Controller vs CFO vs Bookkeeper: Who Does Your Business Actually Need?
Three important finance roles. Three very different jobs.
A side-by-side comparison and short decision guide for choosing the level of financial support a business actually needs.
When a score is not enough