How to determine if we’re a fit for you:

1. Complete the assessment

There are 12 questions below where you rank your answers 1-5.

2. Get the results

After taking the assessment, you’ll get immediate results to find out if we’re a fit for your company.

3. Take your next step

Your next steps will be displayed with the results of your assessment.

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Step 1 of 2

This field is for validation purposes and should be left unchanged.
Even if your financials are tight, how much do you wish you had a trusted financial executive to help strategize growth?*
Do you want to keep your current accounting staff, and add more sophisticated processes and controls?*
How many automated workflows are you using?*
Do you get monthly reports showing profitability of each business line within your company?*
Do you consistently receive cash forecasts?*
How timely and thorough are you with your annual budgeting process?*
How capable are you of assessing your accounting staff’s competency?*
How much do you worry about turnover in your accounting office?*
How concerned are you about errors or inconsistency in your financial reports?*
How timely is your month-end close compared to your expectations?*
How accurate is your balance sheet?*
What is your overall frustration level with your accounting team’s performance?*

You deserve reliable financials even if you decide not to hire us.

We’ve put together a free month-end closing checklist (financial statement package … FATHOM) for your accounting team so you can stop being stressed and distracted from your mission.

If your team can give you what you need while using this – great! If not, we’re here to step in wherever you need us.

Download the Checklist

Your business will only go as far as your finance department takes you.

We help you go further.

See If We're A Fit For You