1
Introduction
2
Financial Management
and Reporting
3
Strategic Planning
and Growth
4
Operational Efficiency
5
Decision Making
and Advisory Needs
Company Name
Email
Industry
Agriculture
Automotive
Banking & Finance
Biotechnology
Chemicals
Construction
Consumer Goods
Education
Energy
Entertainment
Environmental Services
Food & Beverage
Healthcare
Hospitality
Information Technology
Insurance
Legal Services
Manufacturing
Media & Communications
Mining
Nonprofit & NGOs
Pharmaceuticals
Professional Services
Real Estate
Retail
Telecommunications
Transportation & Logistics
Utilities
Wholesale
Aerospace & Defense
No. of Employees
Revenue (in INR crores)
How often do you prepare and review financial statements?
A
Monthly
B
Quarterly
C
Annually
D
Not regularly
Do you have a detailed annual budgeting process?
A
Yes, detailed and reviewed regularly
B
Yes, but not detailed
C
No, but we have a basic budget
D
No budgeting process
How accurate are your financial forecasts compared to actual performance?
A
Very accurate
B
Moderately accurate
C
Occasionally accurate
D
Rarely accurate
How well do you understand your cash flow situation?
A
Very well
B
Somewhat well
C
Not very well
D
Not at all
Do you have a clear strategic plan for growth?
A
Yes, well-defined and regularly updated
B
Yes, but not regularly updated
C
Somewhat defined
D
No strategic plan
How do you manage funding and investment decisions?
A
Through detailed analysis and strategic planning
B
Based on management's judgment
C
Ad-hoc decisions
D
No structured process
Are you planning for an IPO or strategic sale in the near future?
A
Yes, and we have a roadmap
B
Yes, but no detailed plan
C
Considering it but no steps taken
D
No plans
Do you have systems in place for financial controls and risk management?
A
Yes, comprehensive and regularly reviewed
B
Yes, but not regularly reviewed
C
Basic systems only
D
No systems in place
How automated are your financial and accounting processes?
A
Highly automated
B
Partially automated
C
Minimal automation
D
Manual processes
How effective is your current team in managing financial operations?
A
Very effective
B
Effective with some gaps
C
Limited effectiveness
D
Ineffective
How confident are you in the financial decisions being made?
A
Very confident
B
Moderately confident
C
Somewhat confident
D
Not confident
How often do you conduct financial performance reviews?
A
Monthly
B
Quarterly
C
Annually
D
Not regularly
A detailed scorecard has been emailed to you
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