Running an agency without clarity on your numbers is like driving in the dark. You might be moving forward, but you don’t know if you’re headed toward growth or a cliff. Over the last twenty years, we’ve seen businesses of every shape: some leaving money on the table because of poor visibility, others struggling to keep the lights on. What they all share is this: success depends on monitoring a handful of critical drivers—cash, profit, forecasting, sales outlook, and financial statements—that determine whether you scale smoothly or face painful upheaval. Profit-focused accounting is all about ensuring that you control your finances rather than letting your finances control you.

The assessment is a standardized measurement system that shows where you stand in each of the five areas: financial statements, cash, profitability, forecasting, and sales outlook. It highlights which ones are most crucial for your goals today and where you want to head. The goal isn’t to get perfect scores but to know where to focus your efforts today.

​You'll get a 15-page custom report via email that calculates your maturity across the five areas of profit-focused accounting: cash management, profitability, cash flow forecasting, sales outlook and financial reporting. Taking into account your stated goal, your results will suggest areas of optimization that will have the biggest impact. From there, you can schedule a free strategy session to review your results with a virtual CFO partner that starts with your goals and leads to a plan for our collaboration.

The results from the assessment provide can be used as a starting ground of where to focus to get closer to your ultimate goals whether that's increased cash flow, growth or exiting. But the assessment alone won't achieve your goals: it's the action you take afterwards that's the key. Taking the assessment every few years can also gauge ways in which you've grown.

No, taking the assessment doesn’t require detailed numbers but rather answering questions around processes. If you move forward with a free consultation, your paired CFO partner can dig deeper on numbers with you.

Profit-focused accounting is about running a sustainably profitable business, making it relevant no matter how long you've been operating. The Profit-Focused Maturity Assessment is about letting you know where you stand today, providing insights to make more informed decisions about where to focus your efforts as you progress towards your goal.

​Yes. You don’t need a finance background to take the assessment or understand the report. We know leaders already wear multiple hats, so we’ve made sure the report is straightforward, clear, and easy to consume.

No, the quiz and report are free resources. Once you complete the online questionnaire and provide your contact info, you will receive your results immediately and a copy will be emailed to you. The report is full access so you do not have to pay at any point to see your results or go through additional steps after completing the quiz.