Is Your Business Ready for a CFO?

6 questions to assess your business's financial infrastructure. Takes 60 seconds.

1. Do you know your gross margin and how it has trended over the past 12 months?

2. Do you have an annual budget with actual vs. budget variance tracked monthly?

3. Do you know your profitability broken down by product line, service, or customer segment?

4. Do you know your days in accounts receivable — how long it takes customers to pay?

5. Do you have a rolling 12–13 week cash flow forecast?

6. Does your business have a CFO (full-time or fractional) providing strategic guidance — separate from your bookkeeper and CPA?

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This assessment provides general guidance based on common financial infrastructure benchmarks. It does not constitute personalized financial advice. For a tailored evaluation of your business's financial needs, schedule a discovery call.