Assessments & diagnostics

Get clear on the problem before you invest in the solution.

Use the free self-assessment for an immediate starting point, or choose a paid consultation or diagnostic for focused professional analysis and written next steps.

Free readiness check

How strong is your operating foundation?

Answer six questions about close, reporting, workflows, team capability, controls, and AI. You will receive an immediate recommendation. This is a directional tool—not an audit, assurance service, or professional opinion.

01Our month-end close is completed on a predictable schedule.
02Key balance-sheet accounts are reconciled and reviewed every month.
03Leadership receives reporting that explains what changed and why.
04Critical workflows have clear owners, controls, and current procedures.
05Our team has the skills and capacity required for the work ahead.
06We use AI or automation through approved, documented, human-reviewed processes.

Answer all six questions to receive your result.

Professional starting options

From a quick fit call to a structured diagnostic.

Choose an option to review its complete scope, deliverables, pricing, and next step.

20 minutes

Discovery Fit Call

A short call to understand the problem, confirm whether Novastrum is the right fit, and identify the best next step.

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60 minutes

Executive Strategy Session

A focused working session on one defined finance, reporting, process, controls, team, or AI decision. Includes a written action summary.

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Assessment + 60-minute review

Financial Operations Diagnostic

A structured review of close, reconciliations, reporting, cash visibility, responsibilities, and control gaps with a prioritized findings brief.

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Up to two workflows

Process & SOP Assessment

Current-state review, risk and ownership observations, improvement opportunities, and a recommended SOP transformation roadmap.

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Leadership and workflow review

AI Readiness Assessment

Assess use cases, data sensitivity, governance, human review, adoption, and value potential before investing in an AI implementation.

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Work with Novastrum

Prefer to talk it through first?

Request a complimentary fit call. We will confirm whether Novastrum is the right partner and what the clearest next step should be.