Audit and Review Readiness
Assess whether your trial balance, reconciliations, schedules, contracts, controls, and prepared-by-client package are ready for external accountants.
For owners, founders, and finance leaders
Free Business Advisory Self-Checks
Diagnose finance-function gaps, clarify the evidence to gather, and prepare a more productive conversation about cash flow, controls, reporting, financing, or growth.
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Business advisory diagnostics
Board and Investor Reporting Readiness
For owners, controllers, and CFOs who prepare the package that a board, ownership group, or outside investors rely on each period. This self-check evaluates whether that package is complete, consistently defined, delivered on time, forward-looking, and matched to the contractual reporting obligations in loan and investor agreements - and identifies which dimension to fix first.
Bookkeeping Cleanup Assessment
Find the records and account problems that should be corrected before tax, financing, audit, or management use.
Budget and Forecast Readiness
Check whether your budget connects operating drivers, cash, staffing, investment, and accountability into a forecast management can use.
Business Financial Health Check
Check whether your financial statements, margins, working capital, and cash position give you a reliable view of business health.
Cash Flow and Runway Assessment
Identify near-term cash pressure, working-capital causes, and the information needed for a realistic thirteen-week cash plan.
Cost Structure and Reduction Program Readiness
A cost reduction program succeeds only when the savings are real, validated by finance, and still absent from the cost base two budget cycles later. This self-check screens a planned or in-flight program across the dimensions that decide whether savings stick: the spend baseline, the mix of quick wins and structural actions, protection of revenue-critical capacity, workforce sequencing, the contract and vendor inventory, finance-validated benefits tracking, and relapse prevention through budget resets. It is written for owners, controllers, and CFOs deciding whether to launch, pause, or re-plan a program.
Cybersecurity Controls over Financial Processes
A structured self-check of the controls that protect money movement and financial data: user access and privileged accounts over the ledger and banking portals, segregation of duties, multi-factor authentication, vendor bank-change verification, payment fraud response, backup and recovery for financial systems, and incident escalation involving finance. Built for owners, controllers, and CFOs who want to know where the next hour of control effort belongs.
Accounting Data Integrity and Migration Readiness
A structured self-check for controllers, CFOs, and finance leads planning or executing an accounting system change - a new general ledger, ERP, or replacement of a key subledger. It works through master data ownership and cleanup, the pre-cutover reconciliation baseline, the historical data mapping strategy, parallel-run design and exit criteria, control mapping in the new system, and post-go-live reconciliation discipline, and identifies where the plan needs work before balances move.
Debt Covenant Monitoring and Compliance
For controllers, CFOs, and owners of businesses carrying bank or private debt. This self-check reviews covenant discipline - the completeness of your covenant inventory, the fidelity of covenant calculations to the credit agreement's defined terms, headroom forecasting under downside scenarios, cure and waiver readiness, cross-default awareness, and lender communication cadence. It also flags the debt classification consequences under ASC 470-10-45 when a violation occurs.
Enterprise Risk and Insurance Coverage Review
For owners, controllers, and CFOs who want to test whether the business manages risk deliberately rather than by renewal habit. Eight questions screen the fundamentals: a maintained risk register with owners and mitigation status, alignment to the COSO ERM framework's governance and appetite disciplines, an insurance program mapped to actual exposures, and the renewal, claims, and contractual risk transfer practices that make coverage respond when it is needed.
Entity Structure and Tax Election Readiness
Assess whether your current legal entity and tax election still fit ownership, liability, payroll, and growth plans, and what to gather before a structuring conversation.
Equity Compensation Plan Readiness
Assess whether stock, option, or profit-interest awards are documented, valued, and tracked well enough to support accounting, tax, and cap-table needs, and what to gather.
Sustainability Reporting Readiness
For controllers, CFOs, and finance leaders facing investor, customer, or regulatory demand for sustainability disclosures. This self-check screens whether your reporting scope, data ownership, controls, board oversight, and evidence would stand up to the frameworks you are being asked to report under - the ISSB standards IFRS S1 and IFRS S2 and, where applicable, the SEC climate-related disclosure rules - and identifies where the readiness gap actually sits.
Finance Automation and AI Readiness
For controllers and CFOs weighing workflow automation, robotic process automation, or AI-assisted tools for finance processes. This self-check screens the six foundations of responsible automation - a measured process inventory, candidate selection, data quality, control design over automated processing, tool and model governance, and the benefits and skills plan - and points to the gap to close first.
Finance Function and Systems Scaling
Determine whether people, processes, systems, reporting, and controls are keeping pace with growth and complexity.
Lender and Financing Readiness
Check whether your financial statements, cash forecast, debt capacity, owner information, and supporting records are ready for a financing request.
FP&A and Forecasting Capability Assessment
For controllers, CFOs, and owners who want to know whether the planning function actually steers the business. This assessment screens the core capabilities in sequence - budget process quality and timing, driver-based modeling, rolling forecast cadence, variance discipline with action loops, scenario and sensitivity planning, headcount integration, and the reporting bridge to board expectations - and identifies the first capability that is holding the others back.
Grant and Funder Compliance Readiness
Assess whether grant or funder money is tracked, restricted, and reported the way award agreements require, and what to prepare before a funder or single-audit review.
Internal Controls and Approval Workflow Check
Identify high-risk gaps in cash access, approvals, segregation of duties, payroll, vendor setup, journal entries, and financial review.
International Operations and Multi-Currency Readiness
For controllers and finance leaders of businesses selling, buying, or operating across borders. This self-check screens the finance readiness areas that fail first in cross-border operations - multi-currency ledger and consolidation capability, foreign exchange exposure and policy, intercompany agreements and transfer pricing documentation, withholding on cross-border payments, local statutory obligations, and repatriation planning - and identifies which area needs attention before the next close or cash movement.
Inventory Management and Cost Controls
Assess whether inventory quantities, costing, and shrinkage controls are reliable enough to trust margins and balance-sheet values, and what to gather to tighten them.
IPO and Public-Company Readiness
A screening tool for founders, CFOs, and controllers weighing an initial public offering. It walks through the areas that most often delay registrants - multi-year audited financial statements under PCAOB standards, the SEC reporting close cadence, the Sarbanes-Oxley Section 404 internal control roadmap, audit committee and governance composition, and cap table and equity compensation hygiene - and points to the workstream that is the current critical path.
KPI and Management Reporting Assessment
Choose a concise reporting package that connects financial results to the operational drivers management can influence.
Monthly Close Readiness
Assess whether your books close on time with reconciliations, review evidence, and reliable management reports.
Nonprofit Financial Governance Check
Assess fund and grant tracking, restricted resources, board reporting, approvals, Form 990 support, and audit readiness.
Post-Acquisition Integration Readiness
Assess whether the finance side of an acquisition is under control: day-one command of cash and payments, the opening balance sheet and ASC 805 purchase accounting workplan, chart-of-accounts and policy mapping, the merged close calendar, systems cutover sequencing, retention of key finance staff, and synergy tracking with owner accountability. Designed for controllers, CFOs, and owners integrating an acquired business, before or after closing.
Pricing and Gross Margin Review
Identify whether prices, product-level costs, and margins are known well enough to defend pricing decisions, and the information needed to fix margin leakage.
Procurement and Spend Controls Review
Assess whether your purchase-to-pay process controls spend before it is committed: purchase order thresholds, an approval matrix aligned to real authority, three-way match and receiving discipline, verified vendor onboarding, duplicate and fraudulent payment detection, corporate card governance, and the category-level spend visibility that turns clean data into negotiation leverage. Ten questions route you to the control gap, exposure, or opportunity that most deserves attention.
Financial Distress and Turnaround Assessment
This self-check helps owners, controllers, and CFOs gauge how severe financial distress actually is and what the proportionate response looks like. It works through thirteen-week cash visibility, covenant compliance and lender communication posture, vendor stretch and critical-supplier risk, and cost-action discipline, and it flags where the formal going-concern evaluation under ASC 205-40 and the engagement of restructuring counsel become unavoidable.
Revenue Recognition Policy Readiness
Assess whether your revenue is recognized on a consistent, documented policy that matches contracts and delivery, and what to prepare before an audit or financing review. (General readiness screen; not an ASC 606 technical conclusion.)
Ownership Succession and Exit Planning
Assess how ready the business is for an eventual ownership transition or sale, from clean records and documented processes to owner dependence, and what to prepare early.
Accounting Systems and Technology Selection
Assess whether your accounting software and connected tools still fit transaction volume, reporting needs, and controls, and what to define before a systems change.
Acquisition or Sale Readiness
Identify the financial records, quality-of-earnings questions, working-capital items, tax exposures, and accounting issues to organize before a deal.
Treasury and Bank Structure Readiness
For owners, controllers, and finance leads of growing companies: a structured self-check of the treasury basics - bank account architecture, payment authority and fraud controls, short-term cash positioning, and excess-cash and covenant policy. It identifies which layer is weakest so effort goes to the right fix first.
Working Capital and Cash Conversion Cycle Review
For owners, controllers, and CFOs asking why profit is not turning into cash. This review measures the cash conversion cycle - days sales outstanding, days inventory outstanding, and days payable outstanding - locates the component holding the cash, and points to the proportionate response, from routine monitoring of a healthy cycle to a structured working capital release program.
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