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Home
Services
- Virtual CFO
- Bookkeeping
Training
- Xero Training
- The Ethical Bookkeeper Accelerator Program
About
- Ethical CFO
- Our Partners
FAQ
News

Virtual CFO Assessment

Are You Ready for a Virtual CFO?

Take our 2-minute assessment to find out whether your business is financially ready to bring on a strategic CFO partner.

Step 1 of 5

20%

Financial Infrastructure

Do you have regular bookkeeping and reconciliations completed on time?(Required)

Yes

No

Is your Chart of Accounts clean and easy to interpret?(Required)

Yes

No

Do you have a separate business bank account?(Required)

Yes

No

Cash Flow & Forecasting

Do you have a rolling 12-month cash flow forecast?(Required)

Yes

No

Do you plan for tax obligations ahead of time?(Required)

Yes

No

Can you confidently say how long your cash runway is?(Required)

Yes

No

Reporting & Insight

Do you review profit margins by product or service?(Required)

Yes

No

Are your financial reports decision-useful?(Required)

Yes

No

Do you track your business against a budget or goals?(Required)

Yes

No

Decision-Making

Do you make decisions based on financial data, not gut feel?(Required)

Yes

No

Do you know your break-even point and true profit drivers?(Required)

Yes

No

Growth Readiness

Are you planning to scale, hire, or raise capital in the next 12–24 months?(Required)

Yes

No

Do you feel overwhelmed by financial decisions?(Required)

Yes

No

First Name(Required)

Email My Result

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Total score

Not ready – You may benefit from a solid bookkeeping and reporting setup first.

Almost ready – You’re close. A CFO setup phase could unlock big value.

Almost ready – You’re close. A CFO setup phase could unlock big value.

Scale-Ready – You’re built for growth. Let’s scale with strategy.

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