eBook - Finance Function Health Check

A practical checklist to help business owners assess whether their finance function is supporting growth.

Free

As your business grows, your finance function needs to do more than record transactions and meet compliance deadlines. It should provide timely reporting, cash flow visibility, proper controls and useful insights for decision-making.

This checklist helps business owners review their current finance setup and identify gaps that may be affecting reporting accuracy, cash flow management, operational discipline and business growth.

Designed for founders, SME owners and growing businesses, this resource provides a simple way to assess whether your finance function is ready for the next stage.

Additional Info

Inside this checklist, you will be able to assess:

  • Whether your accounts are updated and accurate

  • Whether monthly reports are prepared on time

  • Whether cash flow is properly tracked

  • Whether finance roles and responsibilities are clear

  • Whether internal controls are in place

  • Whether the business is too dependent on one finance person

  • Whether outsourced accounting, advisory or finance transformation support may be needed

Best suited for business owners who want stronger financial visibility, better reporting discipline and a clearer understanding of what to improve in their finance function.