Finance Function Maturity Audit — 12 Questions, 5 Minutes
Updated: Jun 17
By Rami Rajkumar, CPA · Founder & Partner, TechEdge Accounting · Updated 17 June 2026
If you run a project-based business between $5M and $50M revenue — construction, EPC, solar, renewables, or carbon-credit — this 12-question diagnostic tells you whether your finance function is sized correctly for where the business actually is.
Five minutes. Twelve questions. Score yourself honestly. Then email your responses to rami@techedgeaccounting.com.au and we'll come back with a tier recommendation within 48 hours.
How to score
For each question, score 1 to 5. 1 = not happening. 2 = ad-hoc, no cadence. 3 = happens but late or inconsistent. 4 = happens reliably on cadence. 5 = best-practice, fully embedded. Sum your 12 scores out of 60.
The 12 questions
Monthly close cadence — books closed by Day 5 of the following month every month.
2. Management pack — P&L, balance sheet, and cash position delivered with narrative commentary every month.
3. Job-cost reconciliation — every active project has planned vs actual cost tracked monthly, including AASB 15 progress claim and retention treatment.
4. Cash forecasting — a 13-week rolling cash forecast with working-capital minimum line is updated and reviewed weekly.
5. Dashboard — Power BI or equivalent auto-refreshes from Xero / MYOB / payroll. Founder reads it on a phone in under 2 minutes.
6. AR / AP aging — 30 / 60 / 90 buckets reviewed weekly. Overdue debtor follow-up is systematic, not reactive.
7. Customer + supplier concentration — top-10 customer and supplier concentration tables are tracked monthly.
8. Bank covenant tracking — covenants on any facility are tracked monthly and projected forward 12 months.
9. Tax position — quarterly tax planning conversation happens on cadence. ATO position papers documented for any non-routine treatment.
10. Board reporting — directors get a written commentary pack monthly or quarterly with covenant trend, capital outlook, and capital allocation discussion.
11. Forecasting model — a 12-18 month three-statement forecast exists, refreshed at least quarterly, with scenario analysis (base / upside / downside).
12. Capital structure clarity — you know your weighted average cost of capital, your debt amortisation schedule by facility, and your equity dilution path for any planned raises.
Your score — what it means
12-24 / 60 — Finance Manager tier. Compliance and monthly close are the priority. From $2,750/month.
25-44 / 60 — Financial Controller tier. You need job-cost depth, Power BI dashboards, 13-week cash forecasting and bank reporting prep. From $4,950/month.
45-60 / 60 — Head of Finance tier. Capital structure, board-grade reporting, capital raise prep, M&A support. From $8,500/month.
What you get when you submit
Email your 12 scores (just "Q1=3, Q2=4..." is fine) to rami@techedgeaccounting.com.au. Within 48 hours you'll get back a one-page response with your tier recommendation, the gap areas to prioritise, and a suggested next conversation.
No sales call required. No mailing-list signup. Just an honest read of where your finance function actually sits and what would move it forward.
Prefer to talk it through? Book a free 30-min discovery call at techedgeaccounting.com.au.
Submit your scores
Two ways to get your tier recommendation back within 48 hours:
Option 1 — One-click email (fastest). Click the link below. Your email client opens with a pre-filled template — you just fill in the 12 score numbers, your business name, industry and turnover band, then send.
Option 2 — Book a 30-min discovery call. If you'd rather talk it through than self-score, book a free call: techedgeaccounting.com.au/contact
What you get back: a one-page tier recommendation (Finance Manager / Financial Controller / Head of Finance), the two or three highest-leverage gaps to prioritise, and the suggested next conversation. No sales call required. No mailing-list signup. Just an honest read.
About the author
Rami Rajkumar, CPA is the founder of TechEdge Accounting in Hawthorn, Victoria. He leads the outsourced Finance Office for AU construction, EPC, solar, renewables and carbon-credit operators between $2M and $50M+ revenue. Tier-transparent retainers from $2,750/month through $4,950 and $8,500/month. Specialty: AASB 15 stage-of-completion, ACCU recognition under AASB 138, bank facility positioning.
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