CMA Checklist

If your results point toward a CMA-focused finance partner, you're likely looking for clarity, strategy, and insight. You have grown beyond just reports.

This checklist is designed to help you assess how effectively your financials support day-to-day decisions and long-term growth.

Review each statement and check the boxes that feel true for your business today. There are no right or wrong answers. It's a simple way to see where your numbers are already supporting you and where more insight could help.

Visibility & Insight

I understand which products, services, or clients are most profitable

Financial reports help me make decisions, not just review history

I have clear KPIs tied to performance and growth

I can quickly explain what's driving results up or down

Cash Flow & Forecasting

I can forecast cash flow at least 3-6 months ahead

I understand how timing affects revenues and expenses

Cash flow surprises are rare

I use forecasts when planning growth and investment

I am not making decisions based on gut alone

Pricing & Profitability

Pricing reflects true costs and value

I understand contribution margins

I know where margin erosion is happening

I can model "what if" scenarios before making changes

I have financial insights before big decisions

Operations & Strategic Planning

Budgets align with business goals

Financial insights inform hiring and resourcing decisions

I can see the financial impact of operational changes

Strategy is supported by data, not just intuition

If you found yourself hesitating on more than one item, your numbers may be telling a story, but not clearly enough yet. Strategic finance support can help turn data into direction, confidence, and better decisions.

Fractional CFO, FP&A Leadership support, and accounting services for agencies and nonprofits ready to grow with financial confidence.

Services

CFO Services

FP&A Leadership Support

Financial Strategy & Planning Projects

Industries

For Agencies

For Nonprofits

Company

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