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Assessment

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Assessment

Financial Infrastructure Assessment

Discover gaps in your financial infrastructure that could be costing you at least six figures annually. Take this 8-question assessment to see where you stand.

1. Do you have monthly financial statements (P&L, balance sheet, cash flow) delivered within 15 days of month-end?

2. Do you know your gross margin by product, service line, or channel?

3. Do you have a cash flow forecast that looks at least 13 weeks ahead?

4. Do you know your customer acquisition cost and payback period by channel?

5. Do you have a separate reserves account with at least 3 months of operating expenses?

6. Has your entity structure and tax strategy been reviewed by a strategist (not a preparer) in the last 12 months?

7. When you make a hiring decision, do you model the cash runway impact and contribution margin of the role?

8. Do you have a system for making capital allocation decisions based on data rather than gut?

Growth engineered with clarity, discipline, and purpose.

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