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Finance Team Assessment

Evaluate your finance function's capabilities across five key areas and receive tailored recommendations to drive improvement.

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How It Works

Tailored Assessment

Questions tailored to whether Oldfield prepares your accounts or you manage them in-house.

Detailed Analytics

Interactive charts and visualizations showing strengths and improvement areas.

Professional Report

Download a detailed PDF report with actionable recommendations.

Assessment Categories

Our assessment covers five critical areas of finance operations

Finance Team & Structure

Data Entry & Integrity

Financial Reporting

Forecasting & Planning

Timeliness & Internal Processes

Ready to Assess Your Finance Team?

Take 10-15 minutes to complete the assessment and receive personalised insights into your finance function's performance.

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