Copyright © 2016. 9Gauge Partners, LLC. All rights reserved.

(512) 879-4171

www.9gauge.com

info@9gauge.com

9Gauge Partners, LLC

1717 W 6th St #380

Austin, TX 78703

Building Your 12-Month

Business Strategy

Refocus to Drive Effective Operations

By understanding financial and operational metrics, businesses are more capable to 

align its resources to push strategic objectives and drive performance.

9Gauge is a long-term strategic 

business partner with proficient 

execution skills -

Advising and delivering on:

strategy, keen company insights,

comprehensive business intelligence. 

We utilize our combined 

experience and resources to get

 things done, swiftly and seamlessly.

Our veteran team of business advisors 

and consultants work as a natural 

extension of your in-house team to 

enable your success. We deliver the 

right solution with the right 

resources at the right time to help 

you get where you want to go, 

efficiently and effectively.

Having 9Gauge beside you accelerates 

growth, profitability and value – 

we accelerate your vision.

9Gauge:

Your Trusted

Business Partner

2017 Organizational Pre-Check

What are your financial

goals for 2017?

Does your budget align with

your multi-year forecast?

Are your current systems

and team ready to scale?

Streamline your data

analysis to identify key

business drivers.

Build robust forecasts,

 KPIs, and automated 

processes to stay on track.

Evaluate current systems &

processes to implement

the right tools to scale.

Copyright © 2016. 9Gauge Partners, LLC. All rights reserved.

(512) 879-4171

www.9gauge.com

info@9gauge.com

9Gauge Partners, LLC

1717 W 6th St #380

Austin, TX 78703

Finance Checklist

Rating 1 to 10 (Poor to Excellent)

Actuals

A.1.  How well do you track and assess historical trends to
        set future goals?
B.1.  Are your financials aligned to convey your key drivers?
B.2.  How efficient is your accounting and finance
        operations and reporting process?
C.1.  How well do your systems effectively communicate to
         deliver the information Leadership/Management wants?
C.2.  Which systems do you use (i.e., QuickBooks, Bill.com,
         Salesforce, Adaptive Insights, NetSuite)?
  

Visualize

A.1.  How measurable are your organizational KPI’s?
B.1.  How well are your metrics and data laid out into 
        custom reporting dashboards?
B.2.  Does your reporting have drill down capabilities?

Forecast

A.1.  Do you have a forecast model?
A.2.  Does your model give you the specifics you want
        or need to run your organization?
A.3.  What does your model do well or not do well?

B.1.  Have you planned out a multi-year budget?

Strategize

A.1. What long-term goals do you have? How do you plan
        to step closer to that goal in 2017?
A.2.  Are any of these events/transactions in your near future?
B.1.  How well do you use finance to drive your
        organization?
C.1.  What is the next level reporting that management
        has wanted but has not built?

Exceed Your Expectations

The following are key areas that drive a successful annual plan. Please use this as a guide line to rate how you view
your organization today in comparison to where you would like it to be. (Enter 1 for “No” or “None”.) Upon completion,
send your checklist to Grant McClendon (gmcclendon@9gauge.com) for more information.

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O      O      O      O      O      O      O      O      O      O

O      O      O      O      O      O      O      O      O      O

O      O      O      O      O      O      O      O      O      O

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O      O      O      O      O      O      O      O      O      O

Yes  /  No

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Yes  /  No

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Yes  /  No

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Funding Rd.   /    M&A   /    Audit    /    Go-to-Market

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