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Is your finance function keeping up?
Or will it keep up in the next 6 months?

A straight-talking diagnostic for scaling business owners who want to know where they really stand — before it becomes a problem.

  • 17 quick questions
  • 7 areas covered
  • Personalised results
  • No spreadsheets

Most finance functions are fine — until they aren't.

When you're scaling, things move fast. The bookkeeping setup that worked at £500k starts to creak at £1m. The cashflow spreadsheet that was good enough last year doesn't give you the visibility you need now. The compliance that felt manageable suddenly has more moving parts.

This diagnostic gives you an honest read across the seven areas that matter most — not just how things are running today, but whether your finance function is built for where you're heading.

It takes about 5 minutes. You'll get a personalised profile and a RAG-rated breakdown across all seven areas, so you know exactly where to focus.

Cashflow visibility

Management reporting

Pricing & margin

Bookkeeping quality

Finance team & process

Compliance & HMRC
Grant management

Take the diagnostic

Answer honestly — there are no right or wrong answers, only useful ones.

A straight-talking diagnostic for scaling business owners who want to know where they really stand — before it becomes a problem.

The Smart Finance Team

Ready to fix what the diagnostic flagged?

The Finance Function Reset is a structured 4-week review that identifies the gaps, fixes the foundations, and gives you a 90-day plan to move forward with confidence. Book a call with Tracy to find out if it's the right next step for your business.
Book a call with Tracy →
No hard sell. Just a straightforward conversation about where you are and what would help.