CFO Services

Fact Finding

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CFO Discovery Form

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Business Background & Overview

What is your company’s industry, core products/services, and target market?

How long have you been in business, and what is your current stage (startup, growth, mature, etc.)?

What is your current company size (annual revenue, number of employees, locations)?

Who are the key owners/shareholders and decision-makers involved in financial matters?

Are there any recent major changes (e.g., funding rounds, acquisitions, leadership changes, pivots)?

Current Financial Situation & Performance

What were your key financial metrics over the past 1–3 years (revenue, gross margin, net profit, cash flow, burn rate if applicable)?

How do you currently track and report financial performance (monthly/quarterly reports, KPIs, dashboards)?

What is your current cash position and runway? Are there any immediate liquidity concerns?

How is your debt/equity structure, and do you have any upcoming financing needs?

What accounting system or software do you use (QuickBooks, Xero, NetSuite, Excel, etc.)?

Financial Management & Team

Who currently handles your finance, accounting, and bookkeeping functions (internal team, outsourced bookkeeper, part-time CFO, etc.)?

How timely and accurate are your financial statements and tax filings?

Are your financial processes manual, automated, or somewhere in between? Any pain points with reporting or compliance?

Have you had any recent audits, reviews, or issues with banks/investors regarding financials?

Key Challenges & Pain Points

What are your biggest financial or operational challenges right now?

Are you facing issues with budgeting, variance analysis, or financial planning?

Have you encountered any compliance, tax, or regulatory challenges?

What keeps you up at night regarding the financial health or future of the business?

Are there any specific risks that concern you?

Strategic Goals & Growth Plans

What are your short-term (6–12 months) and long-term (2–5 years) business goals?

Are you planning growth initiatives?

Do you have plans for fundraising, sale of the business, or succession?

How do you currently approach financial strategy and decision-making for growth?

What role do you envision a CFO consultant playing in achieving these goals?

Expectations from CFO Consulting

What specific outcomes or deliverables are you hoping to achieve through CFO consulting?

How involved do you want the consultant to be?

What is your preferred engagement model?

Are there any timelines, budget constraints, or success metrics for this engagement?

Have you worked with external CFO consultants or advisors before?

Additional Context

How does the business make major financial decisions today, and who is involved?

What are your biggest competitors, and how do you differentiate financially?

Are there any upcoming events or deadlines?

Is there anything else about your business or financial needs that we should know?

What are your main 3 goals?