The Back-Office Health Audit · 15 Questions · Under 4 Minutes
Is your back office helping your business grow, or holding it back?
Answer 15 questions to uncover hidden financial risks, inefficient processes, and opportunities to build a more scalable business. Takes less than 4 minutes, and you get an immediate score with prioritized next steps.
What the audit covers
The audit scores 15 areas of the back office — month-end close, financial visibility, cash-flow management, accounts receivable, accounts payable, budgeting, performance indicators, process documentation, key-person dependence, systems and automation, controls and approvals, payroll and compliance, data and access security, roles and accountability, scalability. Each answer is worth 3, 2, 1, or 0 points, for a total out of 45, and the total falls into one of four bands: Healthy and Scalable (36–45), Functional but Fragile (24–35), High Risk (12–23), Immediate Attention Required (0–11).
Frequently asked questions
What is a back-office health audit?
It is a structured self-assessment of the finance and administrative functions that keep a business running — the monthly close, cash-flow forecasting, receivables and payables, budgeting, KPI reporting, process documentation, systems, internal controls, payroll and compliance, access security, accountability, and whether the whole thing can absorb growth. You rate each area, and the result shows which ones are strong and which are holding the business back.
How is the score calculated?
Each of the 15 questions offers four answers, ordered from strongest to weakest, worth 3, 2, 1, and 0 points. The points are added for a score out of 45, which falls into one of four bands: 36–45 Healthy and Scalable, 24–35 Functional but Fragile, 12–23 High Risk, and 0–11 Immediate Attention Required.
Is this a financial-statement audit?
No. This is an operational assessment based on your own answers about how the back office runs. It does not constitute a financial-statement audit, an accounting opinion, or an attestation service, and it is not a substitute for one.
What do I get at the end?
An immediate score out of 45, the band it falls into, the specific areas you rated weakest, and the prioritized next steps for that band. If you want the longer version — your highest-risk areas written up with a 30-, 60-, and 90-day improvement roadmap — you can request the personalized action plan at the end of the audit.