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Financial health check
Answer 12 quick questions to see how future-ready your organisation is across tax, accounting, payroll and digital consulting. The quiz takes about 3 minutes.
Tax
Q1. How automated are your company's tax reporting processes?
*
A
Largely manual
B
Partially automated
C
Mostly automated
D
Fully integrated and automated
Q2. How easily can your organisation validate the accuracy and consistency of tax data before reporting?
*
A
Validation requires significant manual work
B
Several manual checks are still required
C
Some validation checks are automated
D
Most validation checks are automated and embedded in our processes
Q3. How integrated are RO e-Invoicing, e-VAT, e-Transport and SAF-T into your systems and operational processes?
*
A
Mostly standalone or manual
B
Partially integrated
C
Mostly integrated
D
Fully integrated and automated
Accounting
Q4. How much manual work is involved in processing and reconciling financial data?
*
A
A significant amount
B
Quite a lot
C
Some
D
Very little
Q5. How automated are your key finance reconciliations, such as invoices, bank statements and AR/AP?
*
A
Mostly manual
B
Partially automated
C
Mostly automated
D
Fully automated with defined exception handling
Q6. How efficient and controlled is your month-end close and financial review process?
*
A
Highly manual and time-consuming
B
Several manual checks and follow-ups are required
C
Mostly streamlined with defined controls
D
Highly automated, timely and supported by embedded controls
Payroll
Q7. How much manual input is still required in your payroll process?
*
A
A significant amount
B
Quite a lot
C
Some
D
Very little
Q8. How digital are your payroll-related employee workflows?
*
A
Mostly email, documents and manual requests
B
Some workflows are digital
C
Most workflows are digital
D
Integrated digital workflows and employee self-service are in place
Q9. How automated and controlled are your payroll reporting and validation processes?
*
A
Mostly manual, with limited standardised controls
B
Partially automated with some standard controls
C
Mostly automated with defined controls and reporting
D
Highly automated, consistently monitored and regularly reviewed
Technology & digital consulting
Q10. When was your organisation's cybersecurity maturity last assessed?
*
A
Never or I do not know
B
More than two years ago
C
Within the last two years
D
Within the last 12 months and followed by tracked improvement actions
Q11. How prepared is your organisation to maintain critical operations during a major IT or cyber disruption?
*
A
We have limited formal planning
B
Plans exist but are not regularly tested
C
Plans and responsibilities are clearly defined
D
Plans are regularly tested, updated and supported by recovery exercises
Q12. How mature is your approach to IT governance, internal controls and applicable regulatory requirements?
*
A
Mostly reactive
B
Some policies and controls are in place
C
Formal governance and controls are established
D
Governance and controls are regularly assessed, tested and improved
Contact details
First name
*
Last name
*
Business email
*
Company
*
Job title
*
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