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Q1. When you look at your numbers each month, how confident are you that they are accurate and complete

Very confident. I trust them and use them for decisions

Mostly confident. Some gaps but generally reliable

Not confident. I often find errors or missing items

Unsure. I do not really look or I cannot tell

Q2. How quickly do you get usable month-end reporting after month end

Within 7 days

Within 8 to 14 days

Within 15 to 30 days

Longer than 30 days or not consistent

Q3. How clearly can you see profitability by service line, project or productised offer

Very clear. I can see it monthly and trust it

Somewhat clear. I have a view but it is not consistent

Unclear. I cannot separate profitability reliably

Not measured at all

Q4. How predictable is your cashflow over the next 8 to 12 weeks

Predictable. I review a forecast regularly

Somewhat predictable. I track cash but forecast is rough

Unpredictable. Cash surprises are common

I do not forecast. I watch the bank balance

Q5. How well do you understand what is driving changes in profit month to month

Very well. I can explain the main drivers

Mostly. I can explain some drivers

Poorly. Profit changes but I cannot pinpoint why

I do not know. I just hope it improves

Q6. How strong are your financial controls and ownership inside the business

Clear ownership, documented processes, consistent checks

Some ownership, some processes, not always followed

Ownership is unclear, processes live in people’s heads

Very weak. Everything relies on the owner

Q7. How confident are you in payroll affordability relative to margin and workload

Confident. I model payroll and margins regularly

Somewhat confident. I review it but not in detail

Not confident. Payroll pressure is a recurring issue

Unsure. I avoid looking closely

Q8. Which best describes your current decision-making speed and confidence

Fast and confident. Numbers guide decisions

Moderate. I decide but second-guess often

Slow. Decisions get delayed due to uncertainty

Reactive. I decide under pressure with incomplete data

Q9. How consistent is your reporting cycle and KPI tracking

Set monthly cycle with defined KPIs

Monthly reporting but KPIs change or are unclear

Irregular reporting. Often late or incomplete

No formal cycle or KPIs

Q10. How clean is your revenue and invoicing process

Consistent invoicing. Debtors are actively managed

Mostly consistent. Some delays and leakage

Inconsistent. Invoicing is late or disputed often

Unclear. I do not have reliable visibility

Q11. How well does your finance function support growth decisions like hiring, pricing and capacity

Very well. I use reporting to plan and decide

Somewhat. It helps but not consistently

Poorly. Finance is mostly historical and reactive

Not at all. Growth decisions are gut-based

Q12. If you are honest, what is the main thing stopping you from getting decision-ready financial clarity right now

I do not know what to focus on first. I need a clear diagnostic and a priority plan

We know what is wrong but we do not have the time or bandwidth to implement consistently

We have people or a bookkeeper, but the numbers are not trusted. I need stronger oversight and standards

I can see the numbers, but I lack confidence using them for decisions like hiring, pricing and growth