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Fractional CFO Scorecard

Fractional CFO Benefit Scorecard

Complete this questionnaire to find out if your organization can benefit from Fractional CFO services. Your answers will help identify the potential level of benefit your organization may gain from the added services a Fractional CFO can provide.

 

Could your business benefit from a Fractional CFO?

Take this quick 10-question survey to get your complimentary score, displayed after you click the “Finish” button below.

 

Do I spend a significant amount of my time (or my senior team's time) on financial tasks that don't directly generate revenue or drive strategic growth?*

Do I spend a significant amount of my time (or my senior team's time) on financial tasks that don't directly generate revenue or drive strategic growth?*

Do I have a clear, accurate, and real-time understanding of my company's cash flow, profitability, and key financial metrics?*

Do I have a clear, accurate, and real-time understanding of my company's cash flow, profitability, and key financial metrics?*

Are we consistently missing financial forecasts or struggling to create reliable budgets?*

Are we consistently missing financial forecasts or struggling to create reliable budgets?*

Do I feel confident that our financial reporting is robust, compliant, and ready for potential investors, lenders, or an eventual sale? *

Do I feel confident that our financial reporting is robust, compliant, and ready for potential investors, lenders, or an eventual sale? *

Are user access rights and audit logs regularly reviewed?*

Are user access rights and audit logs regularly reviewed?*

Are we effectively managing our working capital, inventory, and accounts receivable/payable to optimize our financial health?*

Are we effectively managing our working capital, inventory, and accounts receivable/payable to optimize our financial health?*

Do I have a strong financial strategy in place that aligns with our overall business goals for growth, expansion, or new initiatives?*

Do I have a strong financial strategy in place that aligns with our overall business goals for growth, expansion, or new initiatives?*

Are we navigating complex financial decisions (e.g., fundraising, M&A, significant capital expenditures) without expert financial guidance? *

Are we navigating complex financial decisions (e.g., fundraising, M&A, significant capital expenditures) without expert financial guidance? *

Is our current accounting or finance team capable of providing the strategic insights and sophisticated analysis needed to drive future growth?*

Is our current accounting or finance team capable of providing the strategic insights and sophisticated analysis needed to drive future growth?*

Am I confident we are maximizing tax efficiencies and minimizing financial risks, including regulatory compliance? *

Am I confident we are maximizing tax efficiencies and minimizing financial risks, including regulatory compliance? *

Could dedicated, high-level financial leadership help us identify new revenue opportunities or significant cost savings that we're currently missing?*

Could dedicated, high-level financial leadership help us identify new revenue opportunities or significant cost savings that we're currently missing?*

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First/Last Name

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Email Address

Email Address

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