FINANCIAL DIAGNOSTICS
Financial Role & Structure Assessment

Most businesses don’t have a finance problem. They have a structure problem.

Companies hire CFOs too early, rely on bookkeepers too long, or operate without clear financial ownership.

The result is predictable: misaligned reporting, poor decision-making, and unnecessary payroll costs.

Before you hire, you need clarity.

This is a structured assessment of your financial function and team design.

We evaluate how your finance operation is set up, how responsibilities are distributed, and where misalignment exists.

The outcome is a clear definition of the financial role your business requires — based on your stage, complexity, and growth trajectory.

Assessment of your current financial structure and responsibilities
Identification of role gaps, overlaps, and inefficiencies
Evaluation of whether your current setup supports your business stage
Clear recommendation on the financial role required (bookkeeper, controller, CFO, or a tailored structure)
Direction for your next hire or financial structure design

Most businesses operate with misaligned financial structures.

Hiring the wrong finance role leads to unnecessary cost, lack of financial control, and delayed or incorrect decision-making.

This diagnostic is used to eliminate that risk before it compounds.

Flat fee: $4,000

This diagnostic is used by companies before making a financial hire or restructuring their finance function.

Get Financial Diagnostics