Finance Health Check (Maturity Scorecard)
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Quiz namequiz-slug
finance-health-check-maturity-scorecard-q1
Firmographic
What funding stage are you at?
Bootstrapped / none funded
Pre-seed
Seed
Raising or raised Series A
Series A and beyond
finance-health-check-maturity-scorecard-q2
Firmographic
Who handles finance in your business today?
Nobody — I do it all myself
A bookkeeper or accountant only
One in-house finance hire
An in-house finance team (2+)
Outsourced or fractional finance support already
finance-health-check-maturity-scorecard-q3
Diagnostic
How confident are you in your monthly numbers?
We don't really have monthly numbers
We get numbers eventually, but I don't fully trust them
We get accurate numbers, but later than I'd like
We get accurate numbers on time, every month
Accurate numbers land within days — and I act on them immediately
finance-health-check-maturity-scorecard-q4
Diagnostic
How clear is your cash & runway visibility?
I don't have a clear read on runway
I know roughly what's in the bank
I track burn and runway monthly
I have a rolling cash forecast I check regularly
I have a live forecast that flags risk before it happens
finance-health-check-maturity-scorecard-q5
Diagnostic
How robust is your budgeting process?
We don't have a formal budget
We set a budget once a year and rarely revisit it
We have a budget and review it against actuals sometimes
We have a documented budget with clear assumptions, reviewed regularly
Our budget is a living model we update and stress-test as things change
finance-health-check-maturity-scorecard-q6
Diagnostic
How ready are you for board & investor conversations?
I put numbers together myself when investors ask
Someone helps, but it's always a scramble
We can produce a solid pack, it just needs lead time
We're well-prepped at short notice
Finance actively shapes the story we tell investors — not just the numbers
finance-health-check-maturity-scorecard-q7
Diagnostic
How much of your finance runs on real systems vs spreadsheets?
Everything lives in spreadsheets I built myself
A mix of spreadsheets and one or two disconnected tools
We use accounting software, but reporting is still manual
Our systems talk to each other and reporting is largely automated
We have a real-time dashboard I can check any time, on any device
finance-health-check-maturity-scorecard-q8
Diagnostic
How would you rate the cost vs. value of your finance setup?
I have no idea what finance is really costing me
It feels expensive for what we get back
It's roughly fair value, but nothing special
It feels like good value for the insight we get
It's clearly one of the best-value functions in the business
finance-health-check-maturity-scorecard-q9
Diagnostic
How much of your own time goes into finance admin each week?
Multiple days a week — it's a constant drain
A day or so a week, more when things are busy
A few hours a week, mostly reviewing
Under an hour a week — I trust the process
Almost none — I only step in for decisions, not admin
finance-health-check-maturity-scorecard-q10
Diagnostic
How much strategic input does finance give you?
Finance is just bookkeeping — no input on decisions
Finance answers questions when asked
Finance offers occasional insight
Finance proactively shapes key decisions
Finance is a genuine thinking partner in growing the business
Finance Health Check (Maturity Scorecard)
finance-health-check-maturity-scorecard
Spreadsheet Survival
Right now, finance runs on you. That's normal early on — but it's also your single biggest point of failure.
A bad month could catch you off guard, because nothing is tracked ahead of time
You're spending founder hours on admin that a specialist could do faster
Investors will notice the gap before you do
Firefighting Mode
You've got the basics, but they're held together by ad hoc effort. You're one bad month away from a scramble.
This is exactly the stage where structure pays for itself fastest
Small process gaps compound quickly once you start hiring or raising
You likely already know where the weak points are
Getting Structured
You've built real foundations. The next unlock is turning good reporting into forward-looking, strategic input.
Your reporting is solid — the opportunity now is speed and foresight
You're close to investor-ready, without needing a full-time hire
A senior finance partner could accelerate this stage significantly
Investor-Ready
Your finance function is already doing a lot right. The question is whether it's a real edge — or just keeping pace.
You're ahead of most companies at your stage
The remaining gains are about leverage, not fixing basics
Worth a gut-check on whether you're paying full-time cost for part-time need