This diagnosis identifies your real core challenges and provides immediate, actionable solutions.
Comprehensive experience spans from East Coast Big 4 and Wall Street Investment Banks to Southern CA retail, biotech, and manufacturing.
Over 20 years of experience in finance and accounting, spanning venture-backed, publicly traded, and professional services.
Over 15 years of experience leading Finance and Operations in e-commerce, manufacturing, and retail businesses.
You’ll receive a score between 0 and 125—and guidance on what your score means.
Whether you’re in “Optimal” shape or “At Risk,” you’ll know exactly where to focus your efforts next.
✔ Pinpoint key weaknesses in your financial processes
✔ Uncover missed opportunities to boost profitability
✔ Know when it’s time to bring in a Controller, system upgrade, or reporting restructure
✔ Feel more confident making strategic business decisions
Who is this checklist for?
Anyone responsible for ensuring employees are trained, safe, and up to speed with California law.
✓ Business Owners
✓ CEOs and COOs
✓ Financial Decision-Makers
How long does it take to complete?
Most users complete the diagnosis in under 7 minutes
What if my score is low?
Don’t worry. A low score simply means there are opportunities to improve your systems, reporting, or strategy. You’ll get content and tips to guide your next steps.
