Free 3-minute assessment

Is it time for a CFO?

Answer 12 quick statements about your business. You'll get a score from 0 to 100, see where clearer financial insight could help you grow with confidence, and get the first steps we'd recommend.

1. Cash & Runway

We've had at least one cash scare in the past 12 months.
I sometimes worry whether we'll have enough cash to cover upcoming bills.
I don't have a reliable forecast of our cash for the next 13 weeks.

2. Reporting & Visibility

Our monthly financials arrive more than two weeks after month-end, or not at all.
I make big decisions based on our bank balance rather than financial reports.
I don't know our profit margin by product, service or location.

3. Planning & Strategy

We don't have a budget or annual plan that we track results against.
We're growing, but I'm not sure that growth is profitable.
We haven't reviewed our pricing against our costs in the past year.

4. Upcoming Events

We plan to raise money, borrow or refinance in the next 12 months.
I'm considering selling the business or bringing in investors in the next few years.
A bank, investor or board has asked for projections or reports we struggle to produce.

0 of 12 answered