Finance Function Assessment

Is Your Finance Function Fit for the Future?

Most businesses outgrow their finance function without realising it. What once worked starts to creak under the pressure of growth, complexity, and new goals.

This quick quiz will help you assess whether your finance setup is giving you the insight, control and strategic input you need — or whether it’s time to upgrade.

🕒 Takes just 2 minutes

📊 Get your result instantly

🎯 Includes tailored advice based on your score

Let’s see how future-ready your finance function really is 👇

🧱 Section 1: Foundations

Missed something?

Do you invoice on time and collect your money in line with your terms?

Yes, consistently

Most of the time but we do have some slow payers

It's often behind

I'm not sure

Missed something?

In your bookkeeping up to date and reconciled monthly?

Yes, consistently

Occasionally

It's often behind

I'm not sure

Missed something?

Is a bookeeper doing your bookkeeping?

Yes, we have a dedicated resource

No - it is outsourced to our accountant but is working well

No - it's me (the founder) or one of my directors

No - we must sort it

📍 Section 2: Knowing Where You Are

Missed something?

Do you receive regular, accurate management information you can trust?

Always

Sometimes

Rarely

Never

Missed something?

How confident are you in your financial forecasting and cashflow visibility?

Very confident

Somewhat confident

Not very confident

We don't really do this

Missed something?

Have your financial systems and processes developed in line with your business growing/changing?

Fully – we’ve embraced tech where we can and developed aligned processes

Partially – we’re managing for now

Not really – it's messy and manual

No – we’re held back by our current setup

Missed something?

When key decisions are made, does your finance team provide input?

Always

Sometimes

Rarely

Never

🧠 Section 3: Strategy & Value

Missed something?

Do you have a strategic plan and a business model that allows scenario planning?

Yes, and we review/revise it at least quarterly

We have a plan but don’t revisit regularly

Not really – we focus more on the basics

What are levers?

Missed something?

Are you tracking KPIs and performance metrics aligned with your goals?

Yes, we review them monthly or more

Somewhat – but inconsistently

Not really – we focus on the basics

No – not at all

Missed something?

Who is overseeing the financial strategy of the business?

We have a CFO / qualified NED / Director

Our accountants or Financial Controller (not sure they’re right)

No one / we leave this to our bookkeeper

What do you mean finance strategy

🚀 Section 4: Future-Proofing

Missed something?

Does your finance function give you peace of mind or keep you up at night?

Peace of mind

Somewhere in the middle

It’s a constant worry

No idea what’s going on

Missed something?

Does your current finance team have the right blend of skills (strategic + operational)?

Yes – we’ve got a great mix

Sort of – but there are gaps

No – we’re missing key capabilities

We don’t have a finance team as such

Missed something?

Are you confident your finance function is investor- or exit-ready?

Yes – we’ve thought this through

Possibly – but it needs work

Not at all

Doesn’t apply (but curious!)

Missed something?

Please wait

Is Your Finance Function Fit for the Future?

🧱 Section 1: Foundations

📍 Section 2: Knowing Where You Are

​🧠 Section 3: Strategy & Value

🚀 Section 4: Future-Proofing

🧠 Section 3: Strategy & Value