CFO Readiness Quiz

Most businesses don’t need a full-time CFO—but many have reached the point where strategic financial leadership can unlock growth. Answer 20 quick questions to see where your business stands.

0 of 20 questions answered Score: 0

Section 1: About Your Business

1. Annual Revenue

Under $1M $1M–$5M $5M–$10M $10M–$25M $25M+

2. Number of Employees

1–10 11–25 26–50 51–100 100+

3. Your Role

Owner CEO President COO Other

Financial Visibility

4. How quickly do you receive monthly financial statements?

Within 10 business days (2) Within 20 days (1) More than 20 days (0) I don’t receive monthly financials (0)

5. How confident are you in the accuracy of your financial statements?

Very confident (2) Somewhat confident (1) Not confident (0)

6. Which best describes your financial reporting?

I have a monthly dashboard with KPIs (2) I review financial statements only (1) I mostly check my bank balance (0)

Cash Flow

7. Can you predict your cash balance 90 days from today?

Yes (2) Roughly (1) No (0)

8. Do you use a 13-week cash flow forecast?

Yes (2) Sometimes (1) No (0)

9. How often has cash flow surprised you in the last year?

Never (2) Once or twice (1) Several times (0)

Profitability

10. Do you know your gross margin?

Yes (2) Approximately (1) No (0)

11. Can you identify your most profitable customers?

Yes (2) Somewhat (1) No (0)

12. How do you determine pricing?

Based on financial analysis (2) Based on competitors (1) Mostly intuition (0)

Planning

13. Do you have an annual budget?

Yes (2) Informal budget (1) No (0)

14. How often do you update forecasts?

Monthly (2) Quarterly (1) Rarely/Never (0)

15. Do department managers own budgets?

Yes (2) Some departments (1) No (0)

Growth

16. Could your business qualify for financing today?

Definitely (2) Probably (1) Unsure (0)

17. Are major investments supported by ROI analysis?

Always (2) Sometimes (1) Rarely (0)

Leadership

18. How often does your leadership team review KPIs?

Monthly (2) Quarterly (1) Rarely (0)

19. Who owns financial strategy?

CFO (internal or fractional) (2) Controller/Bookkeeper (1) Owner (0)

20. How often do you use financial data to make strategic decisions?

Every week (2) Occasionally (1) Rarely (0)

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