FOUNDATION
  • Accounting Systems
  • Cash Flow Processes
  • Advisor Coordination
HEALTH
  • Budgeting & Forecasting
  • Production & Operations
  • Banking & Capital
GROWTH
  • Strategic Financial Planning
  • Risk Assessments
  • Revenue
  • Operating Rhythm
VALUE
  • Succession or Exit Planning
  • Readiness & Attractiveness
  • Price/Multiple
ONBOARDING QUESTIONNAIRE

Welcome to FocusCFO!

Take a moment to present your best self - it's your first impression to potential clients and colleagues!

The information you provide here will be used to create your bio on the FocusCFO website and to announce you on our corporate LinkedIn page. This is often the first impression prospects and potential matches get of you, so make it count!

Before you get started:

Complete Playbook (CFOs only)

Update your LinkedIn Profile

✅Decide on your Preferred Name: Do you go by Bob or Robert? It's a good idea to ensure that your online presence is consistent across email signatures and the website.

Have a good quality headshot ready: You can use high resolution professional headshot or take your own with your smartphone

Have 15-20 minutes available to complete the questionnaire in one session. You can review the questions before you start.