Score

Advisory Services Readiness Quiz

I don’t have consistent bookkeeping or monthly reports

Bookkeeping is done but often late or incomplete

We have reliable bookkeeping with monthly reports

Our books are accurate, reconciled monthly, and reviewed regularly

Moderate — some growth through current operations

Significant — new products, markets, or team expansion

Rapid — scaling or planning for major expansion, investment, or acquisition

Basic accounting or reconciliation issues

Planning for growth, financing, or team capacity

Strategic expansion, pricing, or capital structure optimization

I’m often unsure if we’ll have enough to cover expenses or payroll

Cash is tight during busy periods or expansion phases

We manage cash flow but don’t forecast far ahead

We forecast, plan, and use financing strategically to support growth

Rarely — I mainly focus on business income and expenses

Occasionally — usually around tax time or year-end

Regularly — I review business performance but not personal or tax implications

Consistently — I integrate business, tax, and wealth planning in decision-making

My bookkeeper or tax preparer provides general advice

My accountant or controller offers occasional analysis

I have an advisor or CFO who helps model and plan scenarios regularly

Our leadership focuses mainly on operations and sales

We have some awareness but rely heavily on outside help

We track performance and discuss financial goals periodically

We understand financial drivers and use them in strategic decision-making