Financial Management Assessment

Where does your business stand?

There are no right or wrong answers. The objective is simply to identify where greater financial visibility may help management make better decisions.

1) Do you know profitability by product, service or channel?

2) Do you have a budget and regularly compare actual results against it?

3) Do you identify important financial variances early enough to act?

4) Do you have a useful 8–12 week view of cash and upcoming financial needs?

See assessment

Assessment:

What this assessment is — and is not

This is not an audit, accounting review or tax assessment. It is a short management assessment designed to highlight areas where greater financial visibility may support better decisions.

From financial information to better decisions.

Finanzap works alongside your existing accountant or CPA, providing the financial analysis and management perspective between accounting information and business decisions.

Areas we typically help management understand

Profitability and margin drivers
Financial performance and variances
Cash and working capital
Forecasting and forward visibility
Business drivers and priorities
Financial criteria for important decisions

Want to explore what this could look like for your business?

We can take a focused look at your current financial information, business drivers and management priorities and discuss whether Finanzap could add value.

Let's discuss your business