See clearly what financial infrastructure you have and what is missing, so you build the real gaps rather than guessing at them.
For each area of the foundation, mark whether it exists and is current, note the gap or problem, and set a priority. Most owners find the foundation is thinner or further behind than they assumed, which is exactly what makes writing it down worthwhile.
| Foundation area | Exists and current? | Gap or problem | Priority |
|---|---|---|---|
| Bookkeeping (up to date) | |||
| Chart of accounts (sensible categories) | |||
| Financial statements (produced, readable) | |||
| Current-position visibility | |||
| Who maintains it and how |
The gaps become the build sequence for the rest of this guide. Bookkeeping being behind is the most common and most blocking finding, because everything downstream depends on it. Where the setup or cleanup is beyond you, this is the point to engage a bookkeeper or accountant.
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