Finance Function Health Check

Finance Function Health Check
The Finance Function Health Check is designed to assess the effectiveness, resilience, and strategic contribution of your organisation’s finance operations. Through this survey, we aim to identify strengths, pinpoint areas for improvement, and offer insights into how your finance function aligns with industry best practices. Your responses will help shape actionable recommendations tailored to your business goals.

Estimated Completion Time: 5-10 minutes.

Privacy Assurance: All responses will remain confidential and will only be used for the purpose of analysis and service improvement.
Section 1: Your Setup
How do you currently manage your accounting?*

In-house teamOutsourced firmI manage it myselfA mix of the above
On a scale of 1 to 5, Do you feel you have enough time and expertise to manage this effectively?

1

2

3

4

5

1 is Poor, 5 is Excellent
What best describes your current accounting system?*

Cloud-based and real-timeDesktop-based or manualMostly ExcelNot sure
Would you be open to exploring smarter tools that automate and streamline your reporting?

YesMaybeNo
Section 2: Financial Oversight
How often do you review your financial performance (cash flow, P&L, etc.)?*

WeeklyMonthlyQuarterlyRarely or never
Do you feel confident in the accuracy and timeliness of your financial reports?*

Yes, fullySometimesNot reallyNot at all
What’s missing or slowing things down?
Section 3: Opportunities to Improve
What areas of your finance function need the most improvement?*

Cash flow visibilityCompliance and SARS readinessReal-time reportingBudgeting and forecastingManagement insightsClean-up and catch-upOther (please specify)
Please specify
What frustrates you most about your current finance setup?*
What would “peace of mind” in your finance function look like to you?*
Section 4: Next Step
Are you interested in exploring tailored accounting support to help you grow with confidence?*

YesMaybeNot right now

Finance Function Health Check

Section 1: Your Setup

Section 2: Financial Oversight

Section 3: Opportunities to Improve

Section 4: Next Step