Find Your Path on the Financial Maturity Roadmap™
Answer 5 quick questions to see which path you are on and the best next step for your business finances.
Step 1: Answer These Questions
Write down the letter (A, B, or C) that best fits your current situation.
1. Recordkeeping & Systems
A: I don’t have a system / I use a spreadsheet / I use a mix of tools
B: I use QuickBooks Online but I’m not confident my reports are accurate
C: I use QuickBooks Online and my reports are accurate
2. Data Accuracy & Confidence
A: Not confident — I’ve found errors or I’m missing information
B: Somewhat confident — I think it’s mostly right but I haven’t checked in a while
C: Very confident — I reconcile monthly and review reports
3. Compliance & Tax Readiness
A: I’m not sure if I’m tracking enough to stay compliant
B: I meet deadlines but don’t get proactive advice from my accountant
C: I’m always ahead on compliance and want to focus on strategy
4. Biggest Financial Frustration
A: Getting caught up and organized
B: Making sure my books are clean and error-free
C: Using my numbers to make better business decisions
5. How You Use Your Numbers
A: Mostly for tax time
B: For compliance but not much for decision-making
C: For planning, forecasting, and making business decisions
Step 2: See Your Path
Count how many A’s, B’s, and C’s you have — your most frequent letter is your starting point.
Mostly A’s → Preparation Path → Financial Review
You are in the Preparation Path, which means your next step is getting organized and building a reliable system for your business finances.
Start with a Financial Review, where we will:
Identify gaps in your current process
Ensure you are tracking the right information
Create a setup plan so you are ready for taxes and future growth
Mostly B’s → Compliance Path → Diagnostic Review
You are in the Compliance Path, which means you already use QBO, but your data needs a clean-up or quality check before it can be fully trusted.
Start with a Diagnostic Review, where we will:
Evaluate your QBO file
Give you a Data Quality Score
Create a plan for keeping your books accurate and decision-ready
Mostly C’s → Growth Path → Advisory
You are in the Growth Path, which means you have accurate books and are ready to focus on strategic planning and growth.
Through advisory services, we will:
Use your financial data to plan, forecast, and set strategic goals
Identify opportunities for growth
Help you make confident, informed business decisions
Not Sure Which Path to Choose?
If you are still deciding, book a quick discovery call. I’ll help you choose the right next step for your business.