PRECOG Consulting
PRECOG CONSULTING
Financial Systems Assessment
Client assessment Back to PRECOG
Financial systems assessment

Understand where your financial systems stand — and what should come next.

This assessment helps PRECOG understand your business, the condition of your financial records, your compliance position, and the support that may fit best.

Time
About 12–15 minutes
Documents
No uploads required at this stage
What happens next
We review, scope and contact you if you consent
Answer in plain language. Estimates are acceptable, and you can select “Not sure” where necessary. Your progress is saved as you go. Completing the assessment does not create an engagement or guarantee a fixed fee.
Section 1 of 5

Business and contact

Tell us about the organisation and the person who can discuss next steps.

1
What is the registered or trading name of the business? *
Please enter the business name.
2
Who should we contact about this assessment? *
Provide the person’s name, position, work email and phone/WhatsApp number.
Please provide the contact name, position, email and phone/WhatsApp number.
3
What does your business do, and how does it earn income? *
For example: services, product sales, contracts, projects or subscriptions.
Please describe the business and how it earns income.
4
Where does the business mainly operate? *
Please select the main operating location.
5
When did the business begin operating? *
Use the date the business actually began operating, even if formal registration happened later.
Please provide at least the month and year the business began operating.
6
Which best describes the business today? *
Please select the option that best describes the business.
7
What are the business’s main priorities over the next 12–24 months? *
Select all that apply.
Please select at least one priority.
Section 1 · Questions 1–7
Section 2 of 5

Financial records and reporting

Help us understand the condition of the records and what support may be needed before regular reporting can begin.

8
Who currently manages the accounts and financial records? *
Select all that apply.
Please select at least one option.
9
What tools do you use for financial records? *
For example: Excel, accounting software, paper records or bank statements.
Please describe the tools currently used.
10
How often are records updated? *
Please select an update frequency.
11
How reliable is the financial information used to make decisions? *
Please select an option.
12
What periods do your latest complete financial statements and audit report cover? *
Give the period end date for each. If one does not apply, select the appropriate option.
Please provide the available period information or select an applicable status.
13
Are bank accounts, mobile money and other payment channels reconciled to the records? *
Please select an option.
14
How easily could you provide existing financial records if requested? *
Please select an option.
15
What period of usable transaction history is currently available? *
Give the earliest and latest periods for which usable bank/payment, sales, expense or accounting records can be provided.
Please provide the available history period or select an applicable status.
16
Which records are currently available? *
Select all that apply; do not upload them yet.
Please select at least one available record type.
Section 2 · Questions 8–16
Section 3 of 5

Compliance and operating complexity

These questions help us distinguish routine monthly work from one-time remediation and additional service modules.

17
Are business tax filings up to date? *
Please select an option.
18
Are applicable payroll, SSNIT, VAT, withholding tax and other statutory obligations up to date? *
Please select an option.
19
Are there known tax, audit, regulatory or reporting issues or deadlines? *
Please select an option.
20
Describe any known issue and deadline.
This appears when there is an issue to explain. If you are unsure, share what you know.
21
Which activities are part of your business? *
Select all that apply.
Please select at least one activity.
22
How many bank accounts, wallets and payment channels are used? *
Please select an option.
23
How many employees or regularly paid team members do you have? *
Please select an option.
24
Approximately how many income and expense transactions occur per month? *
Please select an option.
Section 3 · Questions 17–24
Section 4 of 5

Financial priorities and service needs

We want to understand the outcome you need, not just the accounting work involved.

25
What financial information do you currently use to manage the business? *
For example: bank balances, sales summaries, monthly reports or informal updates.
Please describe the information currently used.
26
What would you like to see more clearly or more regularly? *
Select all that apply.
Please select at least one area.
27
What is the most important financial problem to solve first? *
Please describe the most important problem.
28
What would successful support from PRECOG look like after six months? *
Please describe the outcome you would expect after six months.
29
If records need organising or correcting before ongoing support, would you consider a separate initial setup engagement? *
Please select an option.
Section 4 · Questions 25–29
Section 5 of 5

Readiness, decision and timing

These answers help us understand how a suitable engagement could move forward. PRECOG will confirm fees after reviewing the required scope.

30
Has the business already made provision for professional finance support? *
We only need to understand readiness at this stage; PRECOG will confirm fees after reviewing the scope.
Please select the option that best describes the current position.
31
What would need to happen before the business could approve an engagement with PRECOG? *
Select all that apply.
Please select at least one step.
32
Who would approve a decision to engage PRECOG? *
If someone else approves, you can provide their role below.
Please select an approval route.
33
When would you ideally like support to begin? *
Please select an expected start timing.
34
How would you prefer PRECOG to contact you? *
Please select a contact preference.
35
May PRECOG contact you about your assessment and a proposed service pathway? *
Required for direct follow-up. We will use your details for this enquiry, not unrelated marketing.
Please select Yes or No.
Section 5 · Questions 30–35
Review

Review your assessment

Check the key information below before submission. You can return to any section to make changes.

Assessment summary

Check the information below before submission. PRECOG will use your responses to assess service fit, define the appropriate pathway, and prepare the next commercial step.

Before you submit: PRECOG will use these responses to assess service fit, clarify scope, and prepare the appropriate next step. Sensitive supporting documents should only be shared after PRECOG requests them.
Your assessment will be sent to PRECOG when you submit.