Free · 5–7 minutes · No sign-in

The Right-Sized Finance Scorecard

How well is your accounting and finance keeping up with your business? Answer 26 quick, plain-English questions and see your results right away: an overall score, how you’re doing in eight areas, your top three priorities, and the level of support that fits where you are.

  • Close & reporting
  • Cash & forecasting
  • Budgeting & planning
  • Controls & risk
  • Systems & data
  • Growth & M&A readiness
  • Team & capacity
  • Lender & investor readiness

Built for owners of growing businesses, from about $1M in revenue and up. Your answers stay in your browser unless you choose to send us your results.

How it works

A quick check-up, with a real person behind it.

  1. Answer 26 questions

    Plus six quick questions about your business. Your best guess is fine.

  2. See your readout

    Your score, maturity stage, area-by-area chart, and top three priorities, on screen right away.

  3. Get the full readout

    Optional. Tell us where to send it, or print and save it yourself.

  4. Talk it through

    Book a free 30-minute call with Todd and our team for deeper insights. No obligation.