Rate each area from 1 (weak) to 5 (strong) as it stands today. Maximum 75 points.
Bookkeeping accuracy
Monthly close process
Job costing visibility
Gross margin by service line
Cash flow forecasting
AR collection discipline
Technician productivity tracking
Callback and warranty tracking
Pricing discipline
Fleet and equipment cost tracking
Recurring revenue visibility
Inventory and materials control
Debt and equipment financing planning
Growth readiness
Finance role clarity