Rate each area from 1 (weak) to 5 (strong) as it stands today. Maximum 75 points.

Bookkeeping accuracy

Monthly close process

Job costing visibility

Gross margin by service line

Cash flow forecasting

AR collection discipline

Technician productivity tracking

Callback and warranty tracking

Pricing discipline

Fleet and equipment cost tracking

Recurring revenue visibility

Inventory and materials control

Debt and equipment financing planning

Growth readiness

Finance role clarity

Where to next

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