Free tools

A first look at your own numbers shouldn’t cost anything.

No account, no email wall, nothing to install. These are genuinely what I use — which also means they will tell you things you might rather not hear about your finance function.

CFO Maturity Audit

Sixty questions on your finance, accounting and operating function, scored the way I would score it on a first engagement. The honest read on what you have against what the business now needs.

20 minutes

CFO Assessment, short form

Twelve questions instead of sixty. Strengths, gaps, and the one thing a CFO would fix first.

5 minutes

Burn rate and runway

Simple or detailed, with a sensitivity matrix. A runway you could show a board rather than one worked out on the back of something.

10 minutes

Thirteen-week cash forecast

A four-step build, an Excel export with the formulas left live, and commentary at the end. The same forecast I maintain for clients.

15 minutes

P&L analyser

Upload a P&L as PDF, CSV or XLSX and get the headline metric, three strengths, three things to watch, and the two questions a CFO would ask about it.

2 minutes

And the rest of it

A calculator answers one question once.

What changes how a company is run is the same view being right every week, without anyone rebuilding it.

What that looks like Book a Meeting