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Insights / CFO Readiness

CFO Readiness Check

Does your business need CFO-level support?

Answer 10 straightforward questions. This check does not ask for revenue figures, company records or contact details. Your answers are not uploaded or stored.

Review how your business makes financial decisions.

Choose the answer that best describes your current situation. This is a learning tool—not a diagnostic score or a recommendation to purchase a service.

1. Do you receive reliable management accounts within a few weeks after month-end?
2. Do you maintain a cash-flow forecast that is regularly updated?
3. Can you explain which products, projects or customers make the best margins?
4. Do you have a written budget and compare results with it?
5. Is someone accountable for financial input before major spending decisions?
6. Can your finance team explain changes in working capital?
7. Do you have a clear plan for financing upcoming growth?
8. Are key financial risks discussed regularly with the owner or directors?
9. Does your current finance support include forward planning, not just record keeping?
10. Would experienced, part-time finance leadership help your team make decisions?

Privacy note: no account, cookies or external analytics are required for this assessment. The score is calculated only in your browser.