Financial Advisory
CFO Readiness Assessment
An advisory assessment of whether your finance function is ready for CFO-level support, and what to fix first.
$1,000One-time investment
Apply nowWhat's included
- Review of reporting, cash flow and budgeting processes
- Assessment of finance roles, tools and controls
- Gap list against what a CFO-level function needs
- Prioritised recommendations and next steps
- Review call to walk through findings
How it works
- Apply and complete the intake
- Share current reports and process details
- We assess and prepare findings
- Review call and written recommendations
Who this is for
- Owners considering a fractional or full-time CFO
- Businesses outgrowing basic bookkeeping
- Teams preparing for lenders or investors
Who this is not for
- Anyone needing tax filing or audit services
- Businesses with no financial records yet
- Anyone wanting ongoing CFO work only
Delivered with our fulfillment partner
Delivered with a vetted specialist partner.
Frequently asked questions
What is included in the scope?
An advisory assessment covering the items listed above. This is consulting, not an audit, tax or accounting service.
How long does it take?
Findings are delivered after we receive your information.
How does payment work?
Paid in full through our secure Stripe checkout before work begins.
What is your refund policy?
Refunds follow our Refund & Returns Policy. If you have a question about your engagement, contact us before work begins.
How do I get started?
Send the application below. We review it, confirm fit and scope, then you can secure your spot with the payment button.