Your CFO Friend – Helping You Feel Confident With Your Finances

Complete the Finance Clarity Call Intake Questionnaire

To access your free 20-minute Finance Clarity Call, please complete the short intake form below. This questionnaire helps us understand your organization so we can make the most of our time together.

Once you submit the form, you'll unlock your booking link.

Fill out the questionnaire below to unlock your free 20-minute Finance Clarity Call. Your responses help us prepare for a productive conversation!

Which service are you interested in?

Fractional CFO

Full-Service Accounting

Both

Other

What’s your organization’s annual revenue or budget?

Under $250K

$250 – $500K

$500K – $1M

$1M – $5M

Over $5M

How would you describe your cash flow situation right now?

Comfortable surplus

Breaking even

Sometimes tight

Constantly scrambling

Just getting started

How are your finances managed at the moment?

In-house team

Outsourced bookkeeping/accounting

A mix of both

Not managed consistently

Not sure yet

What’s the biggest financial challenge keeping you up at night?

Lack of financial clarity (numbers don’t make sense)

Cash flow unpredictability

Budgeting and forecasting

Grant/funding compliance

Board reporting and presentations

Over-reliance on one person (fragile systems)

Not enough time to focus on financials

Other: _________

How confident do you feel presenting your financials to your board, funders, or stakeholders?

Very confident

Somewhat confident

Not confident — it feels like guesswork

Have you invested in outside financial consulting or accounting support before?

Yes — and it helped

Yes — but it wasn’t effective

No — this would be our first time

Our consulting engagements typically start at $1,500/month and scale based on services/outcomes. Are you prepared to invest at that level to solve these challenges?

Yes, we’re ready to invest

Maybe — I’d like to understand the ROI

No, that’s outside our capacity right now

Store My Library

Join Our Free Trial

Get started today before this once in a lifetime opportunity expires.