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Roma FinancialsCheck my business
Free 60-second financial assessment

Can you trust the numbers managing your business?

Answer eight direct questions. You will see your score immediately and the Roma Financials service that best matches the gaps.

No accounting knowledge required

Check the financial foundation.

Choose “No / not sure” when the answer is unclear. Honest answers create a more useful result.

1. Are every bank and credit-card account reconciled through the latest completed month?
2. Do you receive accurate financial statements by the 15th of each month?
3. Can leadership explain why reported profit and available cash are different?
4. Do you track profitability by service, project, customer, property, or location?
5. Are payment approvals separated from bookkeeping and bank-access responsibilities?
6. Do you maintain an updated 8–13 week cash-flow forecast?
7. Can management trust every major balance shown on the balance sheet?
8. Are financial procedures, owners, and review responsibilities documented?