Solve For (X) CFO Needs Assessment®

Our CFO Needs Assessment guides companies through a 20-question survey that highlights the exhaustive scope of work a growth-driven CFO may encounter.

You’ll be asked to score your company’s capabilities and needs with an easy “Low”, ”Medium”, and “High” scoring (don’t overthink it, go with the first answer that comes to mind).

After completing the assessment, a printable version can be sent to your email.

Tell us a little bit about yourself first:









Complete the Survey:


1. Monthly Reporting

Description: Delivering updates and overviews of the prior month’s performance.



2. Budgeting/Forecasting

Description: Annual plans (budgets) and periodic updates in summarized formats (forecasts).



3. Accounting (Execution)

Description: Recording, classifying, and summarizing financial transactions.



4. AR/AP and Banking

Description: Bill pay, bank reconciliation, payment processing.



5. Strategic Planning

Description: Setting priorities, focusing resources, strengthening operations and driving growth.



6. Data Analysis

Description: Periodic analyses that identify business needs and solutions to business problems.



7. Sales Funnel Optimization

Description: Managing the customer journey from initial lead to post purchase.



8. Marketing Funnel Optimization

Description: Managing marketing spend and workflows to maximize conversions.



9. Board/Investor Relations

Description: Preparing insightful board updates and driving productive 2-way communication.



10. Deploying Capital

Description: Determining where and on what to deploy money the company has earned.



11. Treasury/Cash Management

Description: Monitoring and maintaining cash flow to ensure the business can finance operations.



12. Tax Planning

Description: Remain compliant on filings while maximizing tax breaks and minimizing liabilities.



13. ERP Systems

Description: Use of systems to automate HR, finance, accounting, supply chain, procurement, etc.



14. Benefits/HR

Description: Wages and salaries, health insurance, vacation time, pensions, staffing, retention.



15. Vendor Management

Description: Vendor selection, contract negotiation, cost control, service level agreements.



16. Cost Management (A.B.C.)

Description: Tracking, analyzing and summarizing all fixed and variable production costs.



17. Financial Policies

Description: Defining a shared understanding of how the company develops its financial practices.



18. Risk/Compliance

Description: Mitigating the risk of loss or harm and adhering to rules, guidelines, and regional laws.



19. Asset Management

Description: Stewardship of the company’s physical and intangible assets.



20. CSR/ESG – Sustainability

Description: Maintaining social, environmental, and ethical standards.



If you've answered, EVERY question, please enter a valid email address to receive your detailed CFO Needs Assessment.