DISCOVER THE HOLES IN YOUR FINANCIAL STRATEGY.

New Economy Financial Health Checkup

Uncover hidden gaps in your company’s financial health with our quiz. Most companies miss key vulnerabilities in their financial processes. By identifying these areas, you’ll gain clarity on where to focus your efforts for long-term success.

KEY QUESTIONS FOR FINANCIAL HEALTH

1. PEOPLE

Do you have the right people in the right roles who align your values and excel in their work?

2. PROCESS

Do you have clear, documented processes that ensure accurate financial reporting and efficient issue resolution?

3. TOOLS

Do you track key metrics and use budgets and forecasts to guide your decisions?

4. VISION

Do you analyze financial statements and align financial strategies with your company’s mission and goals?

STEP 1

TAKE THE 3
MINUTE QUIZ

STEP 2

VIEW YOUR
RESULTS

STEP 3

REVIEW WITH A
FINANCIAL EXPERT

BONUS

Book a 1-on-1 Scorecard Debrief Session to gain personalized insights and actionable strategies to align your finances with your company’s vision.