Financial Diagnostic
Every Dollar Counts.
A practical self-assessment to help business owners and finance leaders identify opportunities to strengthen their financial operating system. Rate each item honestly — the value is in an accurate picture, not a perfect score.
Financial Leadership
Clear financial strategy
Timely financial insight
Decisions support long-term goals
Responsibilities clearly defined
Accounting Organization
Timely month-end close
Reliable financial statements
Documented processes
Systems over heroics
Cash Planning & Reserve Strategy
Forecast cash flow
Maintain reserves
Avoid cash surprises
Plan major expenditures
Financial Planning & Performance
Use budgets
Monitor KPIs
Compare actual to plan
Reporting supports decisions
Revenue Assurance
Timely billing
Active collections
Understand margins
Monitor leakage
Capital Allocation
Investments align with strategy
Evaluate returns
Allocate resources intentionally
Finance Team Development
Clear roles
Coach staff
Cross-train team
Systems & Continuous Improvement
Improve processes
Leverage technology
Maintain roadmap
29 items remaining