1: You don’t have access to timely financial results – it takes too long to close the books.
2: Your results vary greatly month to month and you don’t know why.
3: Year-end compilation/review/audit and tax return process is cumbersome and costly.
4: You can’t get the type and level of bank financing needed to grow your business.
5: You are considering selling all or parts of your business in the next two to three years.
6: You don’t have an effective planning and budgeting process.
7: You don’t have the time or patience to dedicate to your financial staff and functions.
8: You’re not sure you are getting the level of service and support you need from your accounting firm, your bank, your insurance provider, or another key partner to the business.
9: The business is not performing at the levels of your peer group companies or your own expectations.
10: You are considering buying a business, part of a business, or making a significant investment in real estate or equipment.
11. You are considering a new accounting system.
12. Your business is experiencing high turnover within the Finance/Accounting team.