The Month-End Scorecard

Ten statements. Tick the ones that are true of your close and see in thirty seconds whether it is in control, leaking, or genuinely outgrown.

How much of your close is held together by hand?

Tick every statement that is true of your close. Each carries a weight, and your points add up as you tick. Be honest: your ticks stay on this page until you choose to ask for the guide.

  • 1Different people are working from different versions of the pack in the same month-end.3
  • 2The same manual exports have to be repeated by hand every single month-end.1
  • 3Figures move between workbooks by copy and paste.2
  • 4At least one linked workbook breaks in a typical month.3
  • 5Only one person knows how the full reporting process fits together.5
  • 6A follow-up question on the numbers cannot be answered in the meeting it is asked in.4
  • 7The numbers are only ready to look at in the last day or two before they are due.2
  • 8Nobody fully trusts the master file, including the person who owns it.6
  • 9Two departments have shown different figures for the same thing.5
  • 10Month-end regularly takes more than five working days.5

Tick the statements above to see your points and band.

Get the guide and your action list

We email the guide plus an action list built from exactly what you ticked.

We will email the PDF and your action list to the address above. Your score and band are stored with your subscription so the email matches your result. We keep the address to send the monthly newsletter and nothing else. See our privacy policy.