Free Assessment
Do You Need a
Fractional CFO?
Answer 7 quick questions about your business. Takes about 2 minutes. No email required.
Question 1 of 7
How do you currently handle your bookkeeping and accounting?
Full-time in-house accountant or controller
CPA firm handles it, but I manage the relationship
I do it myself or my spouse does
Question 2 of 7
How confident are you in your monthly financial reports?
Very confident — I review them regularly and make decisions from them
Somewhat — I get reports but don't always trust the numbers
Not very — reports are late, incomplete, or confusing
Question 3 of 7
How long does it take to close your books each month?
More than 20 business days
I'm not sure — we don't have a formal close process
Question 4 of 7
Do you have a clear picture of your cash flow for the next 90 days?
Yes — I have a detailed forecast I update regularly
Roughly — it's mostly in my head
No — I'm often surprised by cash crunches
I don't track cash flow at all
Question 5 of 7
How many financial vendors are you currently managing?
One person or firm handles everything
Two vendors (e.g., bookkeeper + CPA)
Three or more — and they don't always talk to each other
I'm not sure who's doing what
Question 6 of 7
Is a major transaction on your horizon — a sale, capital raise, or first institutional audit?
Yes — actively planning for one
Possibly — it's been discussed
I'd like to be ready if the right opportunity comes
Question 7 of 7
How much time do you personally spend on accounting or financial issues each week?
Almost none — it's fully handled
More than 8 hours — it's consuming me
