Home / Self-Assessment
A free, scored self-assessment of your accounting, AP/AR, payroll, banking, close, reporting, and fraud controls — the same instrument we use to open engagements. Pick the tier that matches your organization; scoring runs as you answer, and the lowest-scoring domains become the agenda for a Findings & Recommendations conversation.
Small businesses and nonprofits · roughly under $2M in revenue · a lean, part-time, or outsourced finance function. Segregation-of-duties questions assume a small team and test for compensating controls instead.
Start Tier 1 → Tier 2 · 56 itemsGrowth-stage organizations · roughly $2M–$10M · a dedicated bookkeeper or controller, multiple accounts or entities emerging, board or investor reporting starting.
Start Tier 2 → Tier 3 · 74 itemsEstablished organizations · roughly $10M–$25M+ · a controller/CFO function, often multi-entity, with audit, board, or lender reporting and a formal close.
Start Tier 3 →1. Rate each practice 1–4 (or N/A) for how established it is today — not the intention, the reality. 2. Domain averages and an overall score compute as you go, with risk bands: 1.0–1.9 priority, 2.0–2.9 needs attention, 3.0–3.4 adequate, 3.5–4.0 strong. 3. Submit securely, and we turn the lowest-scoring domains into a prioritized Findings & Recommendations report in a working session with you.
A diagnostic tool, not an audit or assurance engagement. Your responses are confidential and transmitted securely.
Every domain you score below 3 is a place where money, time, or sleep is leaking. Let’s find them.