Is Your Company's Financial Infrastructure Ready?

10 questions. 5 minutes. Find out where the gaps are — before they become problems.

The Financial Health Checklist

Answer each question honestly. Every "No" is a gap that costs your company money, time, or risk exposure. At the bottom, we'll show you which tier of the AI Controller Toolkit addresses each gap.

Documentation & Process (Tier 1)

  1. Is your accounting process documented?
    Could a new hire follow a written guide to do the books — or does the knowledge live in one person's head?
  2. Does your team have a written chart of accounts reference?
    Does everyone know which accounts to use for common transactions?
  3. Do you have a documented month-end close checklist?
    Not in someone's head — written down, with steps and responsible parties.

Financial Visibility (Tier 2)

  1. Can you name the 3 biggest financial risks in your business right now?
    Not a guess — based on actual data from your P&L and balance sheet.
  2. Do you know your current ratio, gross margin, and days sales outstanding?
    These three numbers tell you whether you can pay bills, whether you're profitable, and whether your clients are paying on time.
  3. When did a financial professional last review your books and explain what the numbers mean?
    If the answer is "never" or "more than 12 months ago" — you're flying blind.

Operational Efficiency (Tier 3)

  1. Do you know how many hours per week your team spends on manual, repetitive tasks?
    Data entry, reconciliation, manual reporting, copy-pasting between systems. The number is always bigger than you think.
  2. Have you ever calculated the annual cost of your manual processes?
    Hours x rate x 50 weeks. Most companies find $50K–$200K in hidden labor costs.

Close Process (Tier 4)

  1. Can your company complete a month-end close within 10 business days?
    Best practice is 5–7 days. If you're at 15+ or "we don't really close," that's a problem.
  2. If your controller left tomorrow, could someone else close the books this month?
    If the answer is no, you have a single point of failure in your financial operations.

Score Yourself

8–10 "Yes" answers: Your financial infrastructure is solid. Consider Tier 3 to optimize further.

5–7 "Yes" answers: You have gaps. Start with whichever section had the most "No" answers.

2–4 "Yes" answers: Significant gaps. The Foundation Bundle (Tier 1 + 2) is the right starting point.

0–1 "Yes" answers: Your financial operations need urgent attention. Consider the Full Stack Bundle.

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