Every new revenue stream (events, memberships, retail, program fees) adds another system your finance team has to reconcile. This checklist helps you score your organization’s fragmentation risk in 10 minutes, before it shows up in a delayed close or an audit finding.
What the checklist covers:
- A quick inventory of every source system feeding your GL, from your CRM to your POS
- 11 diagnostic questions covering mapping accuracy, error detection, close timing, and documentation
- A simple point-based scoring system that flags your risk level as Low, Medium, or High
