Florida-Licensed CPA Firm · Pensacola, Florida· Serving the Gulf Coast & Wiregrass

Screening Aid

Do you need a CFO?

Ten quick questions about how your finances run today. You will get a plain-language read on whether fractional CFO support is likely to help, and a suggested next step. No sign-up, no financial details. Your quiz responses are not submitted to Dansby CFO+ unless you choose to contact us. Standard website analytics may still apply.

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No obligation. Talk with our firm about your business and see whether there is a fit.

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Question 1 of 10 · Reporting timeliness and trustHow reliable is your monthly financial reporting?
Question 2 of 10 · Cash-flow visibilityHow clearly can you see your cash position ahead of time?
Question 3 of 10 · Forecasts and budgetsDo you work from a current budget and forecast?
Question 4 of 10 · Margin and KPI understandingHow well do you understand your margins and key numbers?
Question 5 of 10 · Close and reconciliation reliabilityHow dependable is your monthly close?
Question 6 of 10 · Banking, capital, or transaction decisionsAre any financing or transaction decisions in play?
Question 7 of 10 · Growth and complexityHow much is your business changing right now?
Question 8 of 10 · Owner and executive decision loadHow supported are you on financial decisions?
Question 9 of 10 · Tax and year-end coordinationHow is tax handled relative to your numbers?
Question 10 of 10 · Urgency and timingWhat is your timeline for getting help?
About this check. Your answers are scored entirely in your browser and are not submitted to Dansby CFO+ unless you choose to contact us; standard website analytics may still apply. This tool does not request account balances, tax IDs, account numbers, payroll details, or any sensitive financial data, and it does not provide accounting, tax, or investment advice. It is a general screening aid to help you decide whether a conversation makes sense.

Transparency

How this is scored.

Every question is worth up to 3 points, for a maximum of 30. Higher totals point toward a stronger fit for CFO-level support. Your answers stay on your device and are not submitted or stored.

  • 0 to 8: Strengthen the accounting foundation. Get reporting and the monthly close dependable first.
  • 9 to 16: Advisory support may help. Targeted help with visibility, forecasting, or decisions.
  • 17 to 24: Strong fractional CFO fit. Your situation lines up with ongoing CFO-level support.
  • 25 to 30: An urgent conversation is recommended. Time-sensitive financial pressure; worth talking soon.
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