Audit and Review Readiness
Assess whether your trial balance, reconciliations, schedules, contracts, controls, and prepared-by-client package are ready for external accountants.
Open the free tool
For owners, founders, and finance leaders
KPI and Management Reporting Assessment
Choose a concise reporting package that connects financial results to the operational drivers management can influence.
4 guided steps
Private in your browser
Official guidance links
Start the free checker
Your free guided checker
Answer a few quick questions below. It is private - nothing is submitted or stored - and takes about a minute.
Informational business diagnostic only; not accounting, audit, tax, legal, investment, lending, or valuation advice.
The questions this tool walks you through
Here is what the checker asks and why each step matters. Prefer to talk it through? Contact us and we will help directly.
Does the business have a defined set of KPIs - each with a written definition, a named owner, and a target - that leadership actually reviews?
A real KPI has a definition, an owner, a source, and a target; a pile of charts nobody is accountable for is not a KPI set.
Build a core KPI dashboard with definitions, owners, and targets before adding anything else.
Official guidance: SBA guidance for managing finances
Do you know your unit economics - contribution margin per unit or customer, customer acquisition cost, and the payback period on that cost?
Financial statements tell you whether you made money; unit economics tell you whether each additional sale or customer is worth pursuing.
Add a unit-economics layer so the dashboard shows what drives each incremental dollar.
Official guidance: SBA guidance for managing finances
Does management get the monthly reporting package within roughly ten business days of period close, without heavy manual spreadsheet rework?
A number that lands three weeks late describes history you can no longer act on; timeliness and low manual effort are what make reporting a management tool.
Automate the close-to-report pipeline so the package is fast, repeatable, and low-effort.
Official guidance: SBA guidance for managing finances
Do your KPIs trace directly to a small number of stated strategic goals - and does a board, investor, or lender rely on the package to make decisions?
At maturity the question shifts from "are the numbers right and on time" to "do they measure the two or three things the strategy actually depends on".
Elevate the package to a board-grade scorecard tied to strategic outcomes. Align the existing metrics to a few explicit strategic goals before scaling the package.
Official guidance: SBA guidance for managing finances
Want a professional to confirm your answer?
Send us your situation and one of our senior CPAs will review it with you - fixed fee, no surprises.
Contact Us