Questionnaire5 min · 10 questions

Do You Need a Virtual CFO?

This 10-question assessment will help you understand whether your business has outgrown basic bookkeeping and is ready for strategic financial leadership.

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Question 1 of 10

Do You Need a Virtual CFO?

Do you know your exact cash position for the next 90 days?

How often do you review a formal profit & loss statement?

Do you have a documented financial strategy for the next 12 months?

Can you quickly identify your top 3 most profitable products or clients?

Do you present financial reports to a board, investors, or bank?

How confident are you in your current pricing strategy?

Have you ever been surprised by a large unexpected tax bill?

Do you have a clear understanding of your break-even point?

How would you describe your current financial reporting?

Are you planning to raise capital, sell, or significantly grow in the next 2 years?