How It Works?
Answer 20 Quick Questions
Spend 3 minutes answering tailored questions about your agency’s financial operations.
Get Your Financial Health Score
Instantly receive a custom score with actionable insights on how to improve your financial performance.
Unlock Growth Opportunities
Identify the gaps holding your agency back and discover strategies to enhance profitability and cash flow.
Optional: Book a Free Strategy Call
Want to dig deeper? Schedule a no-obligation call to explore how CFO for Growth can support your financial goals.
You’ll be scored against the following key areas:
Your Growth and Profitability
Evaluate how effectively your agency drives sustainable revenue growth and maintains healthy profit margins. This covers your financial targets, pricing strategy, and overall business scalability.
Team Alignment and Financial Support
Assess how well your internal team and financial systems support business goals. This includes leadership engagement with KPIs, financial reporting, and the use of technology to streamline operations.
Financial Stability and Risks
Understand how resilient your agency is against financial risks. This involves managing cash flow, diversifying your client portfolio, and having safeguards against unexpected financial challenges.
Financial Confidence and Clarity
Let's measure your confidence in managing your agency’s finances, from pricing strategies and tax planning to knowing how much you can sustainably pay yourself and invest back into your business.
