Confidential · Self-Guided · ~5 min
A diagnostic for founders & operators

Is your finance team actually set up to support the business you’re building?

Most growing businesses outgrow their finance function long before anyone notices. This 33-statement self-assessment surfaces where your visibility, accountability, and strategic capability are thin — and where they’re working. Score yourself in five minutes.

The Assessment
Rate honestly — the gaps are the value
Rating scale
1 Significant gap 2 Needs work 3 Moderate 4 Effective 5 Strategic strength
Your results
Overall Score
0%
Section-by-Section Diagnosis
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The next move

The assessment surfaces the gaps. The conversation turns them into a plan.

Book a complimentary 30-minute call and we’ll walk through your scores together — where the real risks are, what to prioritize first, and what the right next move looks like for a business at your stage.

Book my assessment

Five questions worth sitting with before the call.

  1. 01Has the business outgrown the current finance structure?
  2. 02Are we expecting transactional roles to provide strategic leadership?
  3. 03Where are the biggest capability gaps?
  4. 04Is finance helping leadership make proactive decisions?
  5. 05What level of finance leadership is currently missing?