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HOW IT WORKS
Three steps to clearer finances
1
Quick yes/no questions about your billing, payroll, reporting, and tax practices — no accounting background required.
2
Receive a tailored report pinpointing exactly where your finances are strong and where you have room to improve.
3
Use actionable recommendations to cut waste, avoid surprises at tax time, and set your center up for long-term success.
ASSESSMENT AREAS
What you'll be scored on
Stability
How clearly can you see your center's financial picture today??
Do you have the right systems and technology in place to provide the information you need to understand the performance of your center?
Sustainability
How well do you understand what's coming next financially?​
Is the center planning ahead and using finance to provide a full picture to help in decision making?
Scalability
How clearly are you using finance as a tool to help you make decisions?
At this stage, Finance is no longer an isolated function and instead, it becomes integrated into the wider business.
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