Reporting confidence
Do your management reports explain what changed and what action to take?
Agree a concise reporting pack with accountable actions and clear commercial explanations.
Consult EFC | Free decision toolkit
Explore whether your financial reporting, cash visibility and decision support are keeping pace with the business.
11 questions. Approximate completion time: 3 to 5 minutes. Immediate results. No email required to see your plan.
Do your management reports explain what changed and what action to take?
Agree a concise reporting pack with accountable actions and clear commercial explanations.
Can you see upcoming cash pressures before they become urgent?
Introduce a cash forecasting rhythm and review collections, payments and headroom.
Are hiring, pricing and investment decisions tested against a financial plan?
Connect important decisions to an operating model and cash scenarios.
The objective is to make the evidence and unanswered questions visible. A well-presented score is only a starting point. Review the underlying answers, allocate responsibility and decide which gaps need records, analysis or specialist input.
Your industry changes the information that matters. The action plan includes an industry prompt covering the commercial and cash drivers relevant to your selection. It does not assume that an AI company, a retailer and a professional services firm should be judged using the same operating metrics.
Consult EFC can help agree the right scope, organise the inputs and build financial work around your intended decision. Fees, deliverables, information requirements and timing are agreed before work starts.
Explore Fractional CFO servicesAnswer three context questions, then 8 evidence questions. Each evidence answer receives 0, 1, 2 or 3 points with equal weight. The preparation score is the percentage of available points, rounded to a whole number. The CFO assessment reverses that score to describe reported gaps. These are transparent internal scoring rules, not externally validated benchmarks.
A self-assessment of financial leadership gaps. A higher score means more gaps reported, not a requirement to hire a CFO.
Results are generated in your browser. This tool does not automatically submit your assessment answers. You can download the plan and choose whether to discuss it with Consult EFC. The website may separately collect ordinary visit analytics as explained in the privacy policy.
Yes. Complete the tool to see your result and action plan immediately. You can download a text copy without providing contact details. Booking a call or making a service enquiry is optional.
Download your action plan and book an introductory call using the link beside your result. You can also enquire through the relevant service page. We can discuss the evidence, your objectives and a suitable scope. No engagement begins automatically.
No. These tools are planning aids based on information you enter. Questionnaire scores use our stated internal rules, rather than external validation or market benchmarks. Discuss material decisions with appropriately qualified advisers.
Use it to identify questions and organise evidence, then review the findings in the context of your business. Missing evidence and genuine commercial risk are different issues. An assessment cannot establish either without further investigation.
Also available: Exit Readiness Tool.