Free Resources

Tools to Help You Take Control of Your Finances

Use these free questionnaires and checklists to benchmark your business, identify gaps, and understand where a Virtual CFO can make the biggest difference.

Questionnaire

CFO Readiness Assessment

Answer 10 questions to find out whether your business is ready for — or already needs — a Virtual CFO.

5 min10 questionsStart

Questionnaire

Cash Flow Health Check

Diagnose the health of your cash flow with 12 targeted questions and get a personalised score.

6 min12 questionsStart

Questionnaire

Financial Health Scorecard

A comprehensive 15-question scorecard across profitability, cash flow, reporting, and strategy.

8 min15 questionsStart

Checklist

Profit Leaks Checklist

20 common profit leaks that quietly drain Australian SMEs — tick off what applies to your business.

5 min20 itemsStart

Checklist

KPI Tracking Checklist

The 18 financial and operational KPIs every growing business should be tracking every month.

4 min18 itemsStart

Want a personalised financial review?

These tools give you a snapshot — a free discovery call gives you a full picture and a clear action plan.

Book a Free Discovery Call