The diagnostic that identifies financial blind spots
A structured CFO-level assessment that determines whether your finance function is operating at the level your business now requires.
We assess cash, forecasting, and reporting to identify where financial signal breaks down and what must change so decisions are made deliberately, not on instinct.
What the Diagnostic is
A fast, objective benchmark of your finance layer against CFO operating standards.
We examine how financial information is produced, interpreted, and used inside the business, to determine whether the system is fit for the next stage.
You will leave with:
• Clarity on what is working
• Visibility on where control is breaking down
• A clear view on whether CFO ownership is required, and why
What We Examine
System Review
We review your existing financial outputs and inputs to understand how numbers are generated and trusted. This includes management reporting, forecasts, cash views, and supporting models.
The goal is not cleanliness.
It is decision usability.
Control & Cadence Assessment
We assess how often key financial views are updated, how cash is monitored, and whether leadership is operating ahead of risk or reacting after the fact.
You will see where rhythm exists and where gaps create stress.
Signal Quality
We assess whether financial data is producing usable signal or creating noise. This includes forecast accuracy, margin visibility, and whether trade-offs are surfaced early enough to support real decisions.
In many businesses, numbers exist but usable insight does not.
What You Receive
Findings Summary
A concise, executive-level summary outlining the primary constraints in your current finance setup and the implications if they remain unresolved.
Live Debrief
A focused conversation walking through what we found, what it means for the business, and whether CFO ownership is the appropriate next step.
How the Diagnostic is Used
The Diagnostic is a practical assessment of whether your finance function is fit for the next stage of growth.
We walk through what we find, what’s working, what isn’t, and where control is breaking down.
If there’s a clear case for ongoing CFO ownership, we’ll outline what that would involve and what needs to be put in place first.
If there isn’t, we’ll say so.
No generic roadmap.
No pressure to proceed.
Clear understanding of where you stand and what your options are.