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Free assessment

How Ready Is Your Finance Function?

Take our free 3-minute assessment and discover where your company stands across cash flow, reporting, systems, and strategic finance. Get a personalized score with actionable recommendations.

3 min

Average completion time

100%

Free — no obligation

Instant

Personalized results

Step 1 of 4

About You & Your Company

Frequently Asked Questions

What does the CFO Readiness Assessment measure?

The assessment evaluates five dimensions of your finance function: monthly close process maturity, cash flow forecasting capability, financial reporting and KPI quality, finance system effectiveness, and strategic financial confidence. You receive a composite score plus individual category ratings.

How long does the assessment take?

Most business leaders complete the assessment in about three minutes. There are four short steps: company information, financial capability ratings, challenges and growth plans, and a review screen before submitting.

What happens after I complete the assessment?

You receive your results instantly on-screen, including your overall score, tier rating, category-level breakdown, and specific recommendations for services and resources that address your weakest areas. You can optionally schedule a complimentary consultation to discuss your results in depth.

Is my information kept confidential?

Yes. Your assessment responses and results are used solely to provide your personalized score and recommendations. We do not share individual assessment data with third parties.

Executive Leadership

  • Fractional CFO
  • Fractional COO
  • Interim CFO
  • Interim COO
  • How We Work
  • All services

Finance & Operations

  • Financial Planning & Analysis
  • Cash Flow Management
  • Budgeting & Forecasting
  • KPI & Reporting Dashboards
  • Profitability & Margin Analysis
  • Strategic Finance Advisory
  • Fundraising & Investor Readiness
  • Revenue Cycle Optimization
  • Controller & Accounting Oversight
  • Finance Systems & ERP
  • AI-Powered Finance
  • AI-Enabled Bookkeeping

Who We Serve

  • VC-Backed Startups
  • Founder-Led Lower Middle Market
  • PE Portfolio Companies
  • Professional Services Firms
  • Established SMBs & Family Businesses
  • AI-Native & Technology
  • All sectors

Insights

  • Articles
  • Case Studies
  • Testimonials
  • Resource Library
  • FAQ

Company

  • About Catalyst
  • Brian Kostka (Founder)
  • Pricing & Engagement
  • Free Assessment
  • Contact

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