Accounting Assessment

Is Your Financial Department Helping or Hindering Your Growth?

As a founder, you make critical decisions every day. But are your financial insights empowering you—or holding you back?

Take the Finance for Founders: Four Pillars Assessment to evaluate the strength of your financial department and uncover opportunities for improvement.

How It Works

Why It Matters

A strong financial department isn’t just about keeping the books—it’s about fueling growth, increasing profitability, and making smarter decisions. Find out if your finance team is truly adding value—or if it’s time to refine your processes.

Take the Assessment Now

Accounting Assessment

For each question listed below, assign a score on a scale of 1 to 10, where 1 represents
the lowest possible score and 10 represents the highest.

How satisfied are you with the accuracy and organization of your Chart of Accounts?
How confident are you that your accounting system properly categorizes transactions into relevant accounts?
How satisfied are you with the clarity and relevance of your financial statements (e.g., balance sheet, income statement)
How confident are you in your understanding of the differences between cash basis and accrual basis accounting?
How satisfied are you with your current accounting method (cash versus accrual) and its ability to provide accurate financial insights?
How effective is your monthly close process in ensuring accurate and timely financial data?
How confident are you that your reconciliations for bank, credit card, and merchant accounts are accurate and up-to-date?
How satisfied are you with your process for identifying and correcting accounting discrepancies?
How satisfied are you with your team's ability to catch mistakes before they get to you?
How confident are you that your accounting function is "audit-ready" and free from material misstatements?
Thanks for taking the time to complete our assessment!
Enter your email below and we'll send you a personalized report with your results. You'll also get helpful insights and practical resources from Fintelligent that can support you on your journey toward financial clarity and growth.
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CHAPTER 4: Accounting ASSESSMENT

Your Results

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