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Fractional CFO Readiness Assessment

Answer a short set of reflection questions to see where you may benefit from stronger bookkeeping, recurring financial analysis, or strategic CFO-level support. This is a reflection, not a formal recommendation.

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Each question scores 0 to 3. Every question starts at "Not yet" — change the ones that do not describe you.

1. How confident are you in the accuracy of your current financial reports?

2. How consistent is your monthly financial reporting cadence?

3. Do you have visibility into upcoming cash flow over the next 60 to 90 days?

4. Do you use a budget to guide business decisions?

5. Do you regularly review gross margin and operating margin?

6. Do you have a written or working growth plan for the next 6 to 12 months?

7. Are major financial decisions (hiring, pricing, investment) supported by analysis?

8. Do you compare scenarios before committing to major decisions?

9. How independent of the owner are day-to-day financial decisions?

10. Do you hold recurring financial review meetings, monthly or quarterly?

Educational use only

This calculator is provided for general educational purposes only and does not provide financial, tax, accounting, legal, investment, or insurance advice. Results are estimates based solely on the information entered and may not reflect actual costs, outcomes, terms, taxes, fees, or individual circumstances.

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