Free Assessment

Your Financial Gaps Mapped Out

in Minutes

This diagnosis identifies your real core challenges and provides immediate, actionable solutions.

The Financial Gap
Assessment

How to Get Your Financial Assessment

  1. Answer multiple-choice questions about your 4 key business pillars: reporting, team, systems, and strategy.
  2. Get your overall and pillar scores, plus a personalized financial gap analysis, easy to digest and to the point.
  3. Gain access to a comprehensive list of actions, meticulously crafted by finance professionals with over fifteen years of experience.

The Team Behind the Assessment

Taylor A. Gibson

Chief Operating Officer & Consulting CFO

Comprehensive experience spans from East Coast Big 4 and Wall Street Investment Banks to Southern CA retail, biotech, and manufacturing.

Chad Putnam

Executive Vice PResident & Consulting CFO

Over 20 years of experience in finance and accounting, spanning venture-backed, publicly traded, and professional services.

Diane Lincoln

Vice President of Accounting

Over 15 years of experience leading Finance and Operations in e-commerce, manufacturing, and retail businesses.

Access The Financial Assessment

What Your Score Reveals

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.

  • No guesswork
  • No jargon
  • Just clear, actionable insights
Unlock the Full Financial Gap Assessment

Only 7 Minutes of Your Time to:

✔ 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

Frequently Asked Questions

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.

Discover the Truth Your Books Might Be Hiding, Once and for All

  1. Answer questions
  2. Get your score
  3. See where to improve
Start My Free Assessment Now