Ten questions. A Financial Health Summary.
Bookkeeping tells you what happened. Controllership makes sure it happened correctly. CFO leadership decides what happens next. Answer honestly; the result is on the page, with no form.
01
Do you receive accurate financial statements within 15 days of month-end?
02
Do you trust your financials enough to make a major business decision from them?
03
Can you see your expected cash position for the next 13 weeks?
04
Do you know which customers, jobs, products or locations are actually making you money?
05
Does your P&L show a profit, but you still wonder where the cash went?
06
Can you give your bank or lender what it asks for without a scramble?
07
Does someone actively monitor your debt, loan payments and lender requirements?
08
Do you know who is spending company money, and what they're spending it on?
09
Does your CPA receive clean, organized financials without significant cleanup at tax time?
10
Are you spending your own time on bookkeeping, payroll, collections, reporting or other back-office financial tasks?
0 of 10 answered
Answer all ten and the result appears here.
You'll get a Financial Health Summary covering reporting, cash flow, profitability, financial controls and owner time.
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Tell us what's going on. We'll tell you what we see
One conversation with Chris, no deck. He'll tell you what he sees and what it would take to fix it, including if the answer is that you don't need a CFO yet.
Chris Greco, Founder and President.
Your first call is with him, not a sales team.