What Level of Financial Leadership Does Your Business Need Now?

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Quiz Questions

1.
If sales slowed or costs increased suddenly next month, how confident are you that you could comfortably cover bills and payroll?
- A.
  I’d be worried about making it work
- B.
  I think we’d be okay, but it would be tight
- C.
  I’m confident — we’d adjust and stay steady
- D.
  Very confident — we’ve planned for this
2.
When you make decisions like hiring, bonuses, inventory, or taking on debt, how often do you see the cash impact only after the decision is made?
- A.
  Almost always
- B.
  Sometimes
- C.
  Rarely
- D.
  We model the impact before deciding
3.
When you’re facing a financial decision, does someone on your financial team help you see the risks before they show up in cash flow?
- A.
  No — risks usually show up after the fact
- B.
  Sometimes, but not consistently
- C.
  Yes — most risks are flagged ahead of time
- D.
  Yes — risks are modeled and planned for
4.
When cash gets tight, how often does your budget or forecast help you decide what to adjust next?
- A.
  It doesn’t — we react in the moment
- B.
  It helps a little, but not enough
- C.
  It guides most decisions
- D.
  It actively drives our adjustments
5.
If a bank, investor, or potential buyer asked for forward-looking financials tomorrow, how would that feel?
- A.
  Stressful
- B.
  Uncomfortable but doable
- C.
  Manageable
- D.
  Straightforward

Quiz Outcomes

1.
Controller Support Recommended
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Right now, it’s hard to fully trust your numbers when you’re making important decisions.Based on your responses, your business would benefit most from stronger controller-level support right now. The financial information you’re relying on may not always feel clear or steady when decisions need to be made, which is very common as businesses grow and systems become more complex. You might find yourself second-guessing the timing of big purchases or new hires, wondering where cash pressure is coming from, or feeling unsure about how today’s decisions will play out over the coming months.The first step is a conversation. We use this time to understand your business, what’s prompting you to look for support, and where things feel most unclear right now. It’s a chance for you to talk through your situation and for us to understand whether and how we can actually help.Next Step: Talk with a ControllerSchedule an initial conversation with one of our controllers to talk through your results, share what’s feeling unclear, and explore whether our approach is the right fit for your business right now. These conversations are typically 20–30 minutes and centered on clarity and alignment. www.oracleprofitability.com
2.
You’re Building Toward Strategy
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You’re paying attention to your numbers, and they’re helping, but they may not yet be giving you the full confidence you want when you try to look ahead.Based on your responses, it looks like you have a solid understanding of what’s happening in the business today. Your numbers are useful, and they’re informing decisions. At the same time, you may still feel some uncertainty when it comes to timing, cash flow, or bigger decisions on the horizon.This is a common stage for growing businesses. The foundation is there, but it may not yet be fully aligned to support planning and longer-term decision-making with ease. Things work, but they may feel harder than they should.The first step is a conversation. We use this time to understand your business, what’s prompting you to look for support, and where things feel most unclear. It’s a chance for you to talk through your situation and for us to determine whether and how we can help.If it makes sense to move forward, this conversation often helps determine whether a formal Controller Review would be useful before layering in CFO-level planning.Next Step: Talk with a ControllerSchedule an initial conversation with one of our controllers to review your results, talk through your current setup, and explore what kind of support would be most helpful right now.These conversations are typically 20–30 minutes and focused on fit and direction. www.oracleprofitability.com
3.
You're Ready for CFO Strategy
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Your numbers are already supporting your decisions, and you’re in a position to think more intentionally about the long-term value of your business and your future options.Based on your responses, financial information is being used consistently to guide decisions and adjust when things change. Day-to-day clarity is largely in place. The opportunity now is stepping back to understand how today’s choices affect long-term value and the options you’re creating for the future.At this stage, our CFO-level work focuses on valuation. This work helps you understand what your business is worth today and identify what will increase that value over time. That may include growth, financing, or an eventual sale. The goal is to make sure the decisions you’re making now are aligned with where you want the business to go in the future.The first step is a conversation with one of our controllers. Valuation-focused strategy works best when everyone is working from accurate, consistent information and a shared baseline. We use this time to understand your business, what’s prompting you to look for support, and where things feel most unclear. It’s a chance for you to talk through your situation and for us to determine whether and how we can help.If we decide to work together, CFO-level work builds on that foundation to model scenarios, evaluate tradeoffs, and clarify how current decisions shape future outcomes.Next Step: Start with a Controller ConversationSchedule an initial conversation with one of our controllers to talk through your results and what makes sense next. These conversations are typically 20–30 minutes and focused on clarity and alignment. www.oracleprofitability.com