Forward Financial Intelligence

Back office resilienceAbout 2 minutes

The Back Office Check

Ten yes-or-no questions about continuity, risk, staffing and scalability. Find out how exposed your back office is, and which part to look at first.

Answer yes or no. Every “no” counts as one point of exposure. Your answers stay in your browser.

1If your bookkeeper or office manager resigned tomorrow, could someone else run the next payroll on time?
2Are your routine processes (payroll, bill pay, invoicing, month-end close) well documented?
3Can more than one trusted person access your bank, payroll, tax, and accounting system logins?
4Could your bookkeeper take two weeks off without being contacted about work?
5Is the person who pays your bills different from the person who reconciles your bank accounts?
6Are your books closed and reconciled within a few weeks of each month's end?
7Does your team have current expertise in payroll compliance, including any employees working in other states?
8Do you have someone you can call for an HR question, such as benefits, leave, or a difficult termination?
9Could your back office handle 25% more employees, customers, or programs without hiring?
10Do your financial reports give you the information you need to make decisions, without someone building spreadsheets by hand?
0 of 10 answered
Plain-English answers on the blog Visit fwdfi.com