Let’s work together.

Our CFO Needs Assessment guides companies through a 20-question survey that highlights the exhaustive scope of work a growth-driven CFO may encounter.

You’ll be asked to score your company’s capabilities and needs with an easy “Low”, ”Medium”, and “High” scoring. After completing the assessment, a printable version can be sent to your email.

 

CFO Needs Assessment










1. Monthly Reporting

Description: Delivering updates and overviews of the prior month’s performance.



2. Budgeting/Forecasting

Description: Annual plans (budgets) and periodic updates in summarized formats (forecasts).



3. Accounting (Execution)

Description: Recording, classifying, and summarizing financial transactions.



4. AR/AP and Banking

Description: Bill pay, bank reconciliation, payment processing.



5. Strategic Planning

Description: Setting priorities, focusing resources, strengthening operations and driving growth.



6. Data Analysis

Description: Periodic analyses that identify business needs and solutions to business problems.



7. Sales Funnel Optimization

Description: Managing the customer journey from initial lead to post purchase.



8. Marketing Funnel Optimization

Description: Managing marketing spend and workflows to maximize conversions.



9. Board/Investor Relations

Description: Preparing insightful board updates and driving productive 2-way communication.



10. Deploying Capital

Description: Determining where and on what to deploy money the company has earned.



11. Treasury/Cash Management

Description: Monitoring and maintaining cash flow to ensure the business can finance operations.



12. Tax Planning

Description: Remain compliant on filings while maximizing tax breaks and minimizing liabilities.



13. ERP Systems

Description: Use of systems to automate HR, finance, accounting, supply chain, procurement, etc.



14. Benefits/HR

Description: Wages and salaries, health insurance, vacation time, pensions, staffing, retention.



15. Vendor Management

Description: Vendor selection, contract negotiation, cost control, service level agreements.



16. Cost Management (A.B.C.)

Description: Tracking, analyzing and summarizing all fixed and variable production costs.



17. Financial Policies

Description: Defining a shared understanding of how the company develops its financial practices.



18. Risk/Compliance

Description: Mitigating the risk of loss or harm and adhering to rules, guidelines, and regional laws.



19. Asset Management

Description: Stewardship of the company’s physical and intangible assets.



20. CSR/ESG – Sustainability

Description: Maintaining social, environmental, and ethical standards.



Please type a valid email address to receive your detailed CFO Needs Assessment Report.