Get a comprehensive report card on your business or nonprofit’s financial health with the Signature Analytics

Accounting
Health
Check

The Accounting Health Check is a snapshot of your organization’s financial health. This simple 3 step process generates a custom report card with insights into areas of strength and weakness in your accounting and finance functions.

PURCHASE THE ACCOUNTING HEALTH CHECK

Use the Accounting Health Check to:

When to Perform an Accounting Health Check:

Before applying for bank financing
Before beginning the process of selling your company
After a period of growth or company size reduction, to see how changes have impacted your financial health
When a new CFO or Finance leader joins the team, to give them a better understanding of how the accounting team is performing

How We Assess Your Company or Organization’s Financial Health

Payment
Step 1
Purchase the Accounting Health Check and check out through our secure Stripe Payment portal. The cost of the Accounting Health Check is $1,495.
Responsible Party Form
Step 2
Enter the contact information for the person responsible for your accounting. Your CFO and one other C-Suite member will need to participate in the assessment questions to help us securely gather your data.

Responsible Party Form
Financial Questionnaire & Document Submission
Step 3
Your Responsible Party members will be asked for the following:
- Filling out a questionnaire about your accounting process and deliverables
- Financial reporting package
- Monthly reconciliations (2-3 examples for validation)
- Standard Operating Procedures (SOPs)
- Trial Balance
- General Ledger (2 months of data to confirm the number of transactions for the KPI section of the AHC).
30 to 45 minute Interview
Step 4
Once your Financial Questionnaire and documents have been submitted, you will be emailed a link to schedule your 45m interview with an accounting expert on our team.

30 to 45 minute Interview
Accounting Health Check Report Card Delivered
Final Step
After your interview our team will perform your assessment, create your report card and send the results to you. If you need help remediating issues you can schedule a call with our team to discuss next steps to improve the financial health of your organization.

PURCHASE YOUR ACCOUNTING HEALTH CHECK REPORT

Areas of Evaluation Include

People:
- Examination of personnel involved in financial capabilities, capacity, and ability to focus on the work to be done.
Process:
- Review of financial processes and workflows to streamline operations and enhance productivity.
Technology:
- Assessment of technology infrastructure and tools supporting financial functions for effectiveness and integration.
Reporting:
- Evaluation of financial reporting practices to ensure accuracy, relevance, and timeliness.

Accounting Health Check FAQs

What if I don’t have access to all of the requested documents?

Provide what ever you can. If you don’t have access to the documents or they are not part of your accounting and financial reporting, that is OK.

What if we get poor scores, do you help remediate?

Yes, we can work with you to improve your results.

Quick Links

Talk To An Expert

Services
Privacy Policy

Headquarters

4275 Executive Square
Suite 200 #1006
San Diego, CA 92037

(866) 306-1876

Signature Analytics is now Citrin Cooperman:

We provide flexible, scalable Outsourced Accounting and CFO Advisory Services for businesses and nonprofits nation-wide.

We are the smart choice for organizations who value elevated reporting and accounting expertise that supports growth and positively impacts business decisions.

AccountingHealthCheck

Use the Accounting Health Check to:

When to Perform an Accounting Health Check:

How We Assess Your Company or Organization’s Financial Health

Payment

Responsible Party Form