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Finance Function Assessment™

Finance Function Assessment™

Know where your finance function stands. Know what it needs next.

Before we recommend a finance solution, we first understand the finance function you already have.

The problem isn't always the accountant. Sometimes it's the process. Sometimes the system. Sometimes there's no meaningful MIS. Sometimes everything depends on one person. Sometimes finance is working, but it isn't helping management decide.

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The seven dimensions of finance capability

We assess the complete finance function, not just the accounts.

  1. PeopleDo you have the right people for what your business needs? Roles and responsibilities · capability and experience · capacity and workload · dependency on individuals · senior support · backup and continuity
  2. ProcessDoes finance run through a system, or through individual effort? Accounting and month-end closing · receivables and payables · reconciliations · payroll and compliance workflows · approvals · SOPs and checklists · process ownership
  3. DisciplineDoes your finance function consistently do what it should? Daily bank updating · timely accounting · month-end closing · reconciliation discipline · finance calendar · reporting deadlines · review routines · action tracking
  4. Systems & technologyAre your systems helping finance, or creating more work? Accounting software and ERP · integration · automation · data quality · reporting capability · manual dependency · technology gaps. Whether you use Tally, Zoho Books, QuickBooks, Xero, an ERP or a custom system, the question is the same.
  5. MIS & visibilityDo your numbers tell you what is happening in your business? Sales · margins · cash flow · working capital · receivables and payables · customer and product profitability · budget vs actual · business drivers
  6. ControlsCan management rely on the numbers and processes? Reconciliations · approvals · access · cash, receivable and expense controls · compliance monitoring · error detection · risk areas
  7. Business partnershipDoes finance understand the business, or only the accounts? Does finance help management understand what drives revenue, margin and cash, which customers and products perform, where costs are rising, and what to do next?
The ultimate test of a finance function isn't how well it records yesterday. It's how well it helps management decide tomorrow.
From finance function to business capability

Where are you today? What will it take to reach the next level?

  1. BasicAccounting and compliance are managed.
  2. ControlledProcesses, reconciliations and deadlines are disciplined.
  3. VisibleManagement receives meaningful MIS and insight.
  4. ProactiveFinance spots risks, opportunities and improvements.
  5. StrategicFinance actively takes part in business decisions.
How it works

Understand, assess, prioritise, recommend.

Understand→Review→Assess→Identify→Prioritise→Recommend→Discuss
Not every problem needs solving at once. We tell you what matters now, next and later.
What you receive

A clear picture, and a practical plan.

Finance function scorecard,

Including an overall Finance Capability Score out of 100, so you can track improvement over time.

Current state

Where your finance function stands today.

Gaps

What's missing or underdeveloped.

Risks

Where the current structure exposes the business.

Priorities

What needs attention first.

Recommended actions

What should change, and why.

30 / 60 / 90-day roadmap

A practical path to a stronger finance function.

What happens after the assessment?

The recommendation follows the assessment, not the other way round.

The answer isn't automatically "hire Vasudhaiva". Depending on what we find, the right answer could be:

Continue

Your finance function works well; we point out only what needs attention.

Fix

Specific problems need correcting.

Build

Your business needs a stronger foundation.

Run

You need a reliable team for day-to-day finance.

Improve

It works, but needs better processes, MIS, controls or technology.

Add senior capability

A Finance Manager, CFO or strategic finance.

Project

One specific problem needs focused expertise.

Partner

You want us to build and run the finance capability behind your business.

When should you assess?

Consider an assessment when:

  • Your business is growing fast
  • Your finance team can't keep up
  • Everything depends on one accountant
  • Your accountant is leaving
  • You're hiring your first Finance Manager
  • You're considering outsourcing finance
  • MIS is late, or numbers come without insight
  • Month-end closing keeps slipping
  • Cash flow is hard to understand
  • You're adding locations, entities or countries
  • You tried a finance solution before, and it didn't work
Built for founders, promoters, family businesses, finance heads and management teams asking: "Is our finance function ready for where our business is going?"

Don't guess whether your finance function is working. Assess it.

Understand where you stand. Find what's missing. Know what needs to change.

Request an assessment
Let's understand your finance function before we recommend anything.