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Assessment

Fractional CFO Assessment

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We’re excited to get CFO-level eyes on your financials and accounting processes. Fill in the details below, and when you’re done you can book directly with your EA to kick things off.

What Accounting Software Do You Use?
Is your accounting function currently managed internally, externally or a little of both?

We’re looking to understand who is involved in the accounting process — for example the owner, AR/AP clerk, bookkeeper, payroll processor. These could all be done by 1 person or 4 people.

How often do you meet with your team to review your financial performance?

If meetings are sporadic, choose the option that best represents the cadence.

Do you have a formal budgeting or forecasting process?

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