Paid · Step 2 of an engagement
How buttoned-up is your finance function — really?
A 60-question CFO-grade audit of your finance, accounting, and operating function — built from the diligence work I’ve seen across 13+ years as a full-time and fractional CFO. It’s step two of a fractional engagement (after the QuickBooks Health Check), and it’s the document the rest of our work runs against.
Book a 20-minute callWe’ll talk about your business and whether an engagement makes sense for either of us.
What you’ll get
60 questions, structured
Tiered questions across close, reporting, cash, FP&A, KPIs, revenue ops, people, tax, controls, and governance. We run it together over a working session — usually 45 minutes once context is set.
Scored against four tiers
Super Essentials → Essentials → Advanced → Ready-to-Sell. You get a maturity tier, a category scorecard, and your top 8 highest-leverage moves prioritized.
Personalized report + roadmap
For each gap: what tightening it unlocks, and where to start. Becomes the working document for the rest of the engagement — what we build, what we fix, what we leave alone.
“Net working capital is the silent killer of so many businesses. It’s easy to look at the P&L and say ‘we’re profitable’ — and then watch your cash decline every month.”
— Brad Phillipi · 13+ years CFO
Already engaged? Start the assessment →