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Financial Leadership Assessment

Strong businesses are built on strong financial leadership.

This short assessment is designed to help business owners and leaders evaluate key areas of their financial management — including visibility, planning, controls, and strategic decision-making.

As you go through the questions, you may discover areas where your business is already strong, as well as areas where additional financial leadership could help support growth, stability, and long-term success.

Your privacy is important to us.
This assessment is designed to be completed privately. No financial information or personal data is stored or retained through this form.

You may calculate your own score as you go and use it as a guide for reflection.

If you would like help interpreting your results or exploring ways to strengthen your financial leadership structure, you are welcome to request a consultation.

Answer the questions below to determine the right financial support for your business.

Financial Organization

Are your financial statements prepared monthly?

Are your financial statements prepared monthly?
A
B
C
D

Do you understand your financial statements?

Do you understand your financial statements?
A
B
C
D

Financial Oversight

Is your bookkeeping reviewed for accuracy?

Is your bookkeeping reviewed for accuracy?
A
B
C
D

Do you have documented accounting procedures?

Do you have documented accounting procedures?
A
B
C

Do you have controls that prevent fraud or errors?

Do you have controls that prevent fraud or errors?
A
B
C
D

Financial Strategy

Do you have a 12-month financial forecast?

Do you have a 12-month financial forecast?
A
B
C

How often do you review profitability?

How often do you review profitability?
A
B
C
D

Do you know which products or services are most profitable?

Do you know which products or services are most profitable?
A
B
C

Would a financial expert review your monthly numbers help?

Would a financial expert review your monthly numbers help?
A
B
C
D

Growth & Planning

Are you planning any of the following in the next 2 years?

Are you planning any of the following in the next 2 years?
A
B
C
D
E
F

When making big financial decisions, do you rely on financial analysis?

When making big financial decisions, do you rely on financial analysis?
A
B
C
D

Understanding Your Results

Your score reflects how consistently key financial practices — such as reporting, controls, and planning — are in place within your business.

Please note that some questions (such as business size, years in operation, and growth plans) are included for context and are not part of your score.

General guidance:

• 45 and above — You appear to be in good hands, with a solid financial foundation in place.

• 30 to 44 — There may be gaps that could be limiting clarity, efficiency, or growth.

• Below 30 — Your financial structure may be holding your business back and could benefit from focused improvement.

Next Steps

If your score is below 45, it may be beneficial to speak with a financial expert to identify opportunities for improvement.

If your score is below 30, we strongly recommend a conversation to help you build a more reliable financial foundation.

If your score is 45 or higher, you appear to be in a strong position, though periodic expert review can still support continued growth and strategic planning.

If you would like help interpreting your results or exploring practical ways to strengthen your financial structure, you are welcome to request a consultation at https://proexadvisors.com/

During this conversation, we can review:

• Where your financial leadership currently stands

• Potential gaps or opportunities revealed by the assessment

• Whether additional financial guidance — such as Fractional CFO support — could benefit your business

There is no obligation, and the purpose of the conversation is simply to determine whether our services may be helpful to you.

Please note: Requesting or participating in a consultation does not create a client relationship, engagement, or advisory obligation. Any services would only begin upon mutual agreement and formal engagement.

Privacy Notice

This assessment is designed to be completed privately.

• We do not collect or store personal financial data through this form.

• Your responses remain completely confidential and in your control.

• Completing this guide does not create a client or advisory relationship.

If you would like to discuss your results, you may request a consultation at:

www.proexadvisors.com

We look forward to helping business owners gain greater clarity, confidence, and financial leadership in their organizations.