Financial Health Checklist for Resort Finance Leaders

If you’re unsure whether your financial management systems are helping or hurting your resort, this checklist will help you identify red flags.

The more you check “yes,” the more likely it is your resort is suffering from disconnected financial systems – and the more urgent the need for change.

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10-Point Checklist for Resort Finance Leaders

1. Do you rely on separate systems for accounting, payroll, procurement, and payments?

Yes No

2. Do you manually transfer or reconcile data between platforms or spreadsheets?

Yes No

3. Do your platforms frequently suffer from syncing issues or data mismatches?

Yes No

4. Do different departments or properties use different workflows or approval processes?

Yes No

5. Is your team overwhelmed at the month’s end closing or during audits?

Yes No

6. Do department managers lack real-time access to KPIs or budgets?

Yes No

7. Do you reformat reports manually to comply with USALI or corporate standards?

Yes No

8. Are you unable to see consolidated performance across multiple properties?

Yes No

9. Are security and approval controls handled through emails or informal processes?

Yes No

10. Are you unsure if your financial system can scale as your resort grows?

Yes No

If you answered “yes” to four or more questions, it’s time to consider a new financial management system. Contact Data Plus to learn how we can help unify your financial processes or check out our full suite of hotel accounting products.