Scale Readiness Review
Is your finance function built for the size you are becoming?
A free check for owner-managed UK businesses turning over £1m to £15m. Fourteen questions across four areas, and an honest read on whether your finance setup can carry the next stage of growth or is already straining under this one.
Why this matters
Finance functions rarely fail suddenly. They get outgrown.
The bookkeeping that worked at £1m starts slipping at £4m. The monthly numbers that used to arrive on the fifth start arriving on the twentieth. The forecast that one person held in their head stops being good enough the moment somebody else needs to rely on it. Nobody decides to let it happen, and by the time it is obvious you are already making decisions on numbers you do not quite trust.
This review tells you which parts of your finance function have been outgrown, and in what order to fix them.
What the review covers
Fourteen questions across four areas, in the order a finance function actually matures. None of them ask for figures.
Finance Foundations
Whether your records, payroll, VAT and compliance are accurate, current and reliably on time.
Finance Operations
Whether month end runs to a process, whether you can see cash and working capital clearly, and whether approvals and invoicing work without heavy manual effort.
Strategic Finance
Whether you track the measures that matter, whether a budget or forecast actually drives decisions, and whether reporting to a board or a lender is produced cleanly.
Readiness checks
Whether the setup would stand up to growth, scrutiny or a change in circumstances without falling over.
What you get
A score out of 100 on screen, the band it puts you in, and a follow-up by email written for that band: what usually breaks at that level, what to fix first, and what it is worth fixing.
| Band | What it means | What to do first |
|---|---|---|
| Reactive Setup | Finance is happening to you rather than being run. | Get the basics accurate and on time before anything else is worth doing. |
| Foundations Building | Compliance is under control but the month is still a scramble. | Process, so the numbers arrive the same way every month. |
| Growth Ready | Your reporting is reliable and timely. | Turn it into forward planning that actually changes decisions. |
| Scale Ready | Your finance function can carry the business. | The bigger calls it should be driving: the hires, the borrowing, what you take out, and what the business is worth when you sell it. |
Take the review
Around four minutes. No financial information needed.
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What happens afterwards
You get your score on screen and your follow-up by email. Nobody calls you.
If you want to go further, you can book a conversation about what your score means and what would change it. That is a conversation, not a pitch, and you are welcome to take the score and do nothing with it.
Who this is for
Owner-managed UK businesses turning over £1m to £15m, in professional services, agencies, ecommerce and product, established software, healthcare and optical. It is written for the owner or managing director, not for a finance team.
The finance function for owner-managed UK businesses
AI Accounts gives owners a finance function that keeps up with the business rather than lagging behind it. If you would rather talk than fill in a form, book a conversation.