Joanne Higgins · Fractional CFO

Readiness Check

Your Assessment

Trigger

Revenue

Current support

Confidence

Budget

Success

60-second readiness check

Is a fractional CFO the right move for you right now?

Six quick questions about what's driving the search, where the business stands, and what you're able to invest — so we spend our first conversation on your situation, not on qualifying each other.

6 questions ~60 sec to complete

Private — sent only if you choose to send it

QUESTION 1 of 6

Pick the one that fits best — you'll get to add detail if none of these quite land.

What's driving you to look for financial leadership right now? *

Preparing to raise a round

Getting ready for a sale or exit

Cash flow issues, or running low on runway

Board or investor pressure for better reporting

Growth has outpaced our current systems

common.other_option

QUESTION 2 of 6

What's your current annual revenue?

Not yet generating revenue

Under $1M

$1M – $5M

$5M – $15M

$15M+

QUESTION 3 of 6

Do you currently have any financial support in place?

No one — it's me or my team handling it

A bookkeeper

A part-time controller

A fractional CFO already, but it's not working

common.other_option

QUESTION 4 of 6

How confident are you in your numbers today?

Flying blind — I don't trust my reports

I have the basics, but don't fully trust them

Solid numbers, but forecasting is weak

Confident — I just need extra bandwidth or expertise

common.other_option

QUESTION 5 of 6

What's your budget range for outsourced financial leadership?

Under $2,500 / month

$2,500 – $5,000 / month

$5,000 – $10,000 / month

$10,000+ / month

Not sure yet — I'd like guidance

QUESTION 6 of 6

What would success look like six months from now?

Raised funding

Reached profitability

Passed a clean audit or due diligence

Finally trust my financial dashboard

common.other_option

ALMOST DONE

Where should your results go?

We'll show your readiness assessment on the next screen, and you can choose whether to send it to Joanne.

Your Name *

Email *

Company (optional)

Phone (optional)

Fractional CFO services · your answers are only shared with Joanne when you choose to send them