Financial leadership built around the needs of your firm.
Does your current financial function provide the leadership, visibility, and accountability your firm needs? Find out — and see which tier fits — in about four minutes.
1. Someone reviews the monthly financial statements with a critical eye.
2. Responsibility for budgets, cash, and collections oversight is clearly assigned.
3. Financial reports come from systems, not manual spreadsheets.
4. Management is satisfied with the reporting it receives.
5. Financial statements are completed within days of month-end.
6. Leadership receives a monthly executive report with commentary.
7. A rolling cash forecast is maintained.
8. Actual results are compared with a budget on a schedule.
9. Profitability is reviewed by matter or practice area.
10. Someone challenges financial assumptions before decisions are made.
11. Leadership receives recommendations, not only reports.
12. Financial risks are escalated, with accountability for agreed actions.
Your result
Financial Leadership Score
– / 100
Recommended Relationship
–
What you currently have
What appears to be missing
A preliminary self-assessment based on the information you provide. It is not a formal audit, assurance engagement, or complete professional diagnosis. The recommendation is a starting point — final scope depends on professional review.