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?*
  • What best describes your current accounting system?*
  • Would you be open to exploring smarter tools that automate and streamline your reporting?

  • Section 2: Financial Oversight

  • How often do you review your financial performance (cash flow, P&L, etc.)?*
  • Do you feel confident in the accuracy and timeliness of your financial reports?*

  • Section 3: Opportunities to Improve

  • What areas of your finance function need the most improvement?*

  • Section 4: Next Step

  • Are you interested in exploring tailored accounting support to help you grow with confidence?*
  • Format: (000) 000-0000.
  • Preferred contact method*
  • Preferred contact time of day*

  • Thank you for taking the time to complete our Finance Function Health Check survey. Your insights are incredibly valuable and will help us better understand the current state of your finance function. We appreciate your input and look forward to using this information to support and guide your organisation’s financial growth and efficiency.

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