First, tell us who you are

Email *

Phone *

Full Name

1. Cash Confusion

1a. You’re profitable but cash feels tight

True

1b. You’re surprised by expenses or dips in cash

True

1c. You can’t see your cash position 60–90 days out

True

2. Unclear Decision-Making

2a. You’re unsure if you can afford to hire, expand, or invest

True

2b. You make major decisions based on gut feel, not data

True

2c. You don’t have financial guardrails or scenarios to guide choices

True

3. Outgrowing Your Current Team

3a. Your bookkeeper/controller/CPA is solid, but not strategic

True

3b. You’re not getting proactive insights, only backward-looking reports

True

3c. You feel like you are the only one connecting financial dots

True

4. No Financial Strategy

4a. You don’t have a cash flow forecast or revenue model

True

4b. You don’t know your most profitable products or services

True

4c. You’re unclear on your financial runway or break-even point

True

5. Preparing for a Big Move

5a. You’re considering a raise, exit, or acquisition

True

5b. You want to scale, but need clarity on when and how

True

5c. You need a second set of eyes on risk versus opportunity

True

6. What is Your Annual Revenue?

Annual Revenue

Under $100K

$100K – $250K

$250K – $500K

$500K – $5MM

Over $5MM

Total Score

0–7 points:     Early-stage – focus on tightening operations and building financial foundations.
8–14 points:   Approaching CFO readiness – it’s time to start preparing.
15+ points:     You’re ready NOW – a strategic partner could dramatically improve clarity, control, and confidence.