hands working with calculator and noteboard

Financial Scaling Checklist

May 19, 2025•1 min read

In this week’s blog we are talking about financial things to have in place before you begin to scale.

Firstly processes, processes, processes – I cannot emphasis enough how having processes across all of your business will help make the scaling journey more straightforward for you.

Not least around the financial management of your business (but this truly is only a part of it).

As a minimum a robust monthly finance process – to ensure all the bookkeeping is completed and up to date.

A plan (budget / forecast) – 5 year, 3 year and the next 12 months as a minimum.

A cash flow to go with this.

A non-negotiable monthly review of finances – looking at how the business is actually performing to that plan and so you can make any adjustment as needed.

A risk register of what could go wrong with mitigation strategies.

Profitability analaysis – what revenue streams are actually driving your profit

Funding options if required

Growing a business requires, strategy, planning and strong financial management. Use the above list to help get you business ready to grow with confidence.
Ready to take your business to the next level? Contact us today to learn how we can support your scaling journey!

Hayley Baxter