The Finance Alignment Assessment
Clarify the type of financial expertise your organization needs next
Choosing finance support isn't about picking the "best" credential, it's about choosing the expertise that fits your business today and where you're headed next.
​
This quick assessment helps you understand which type of financial professional is most aligned with your current priorities, whether that's compliance, strategic growth, or capital planning. Do you need a CPA, CMA, or CFA?
How it works
1. Review the focus areas below
2. Select your top 3 priorities based on what matters most in your business right now
3. Click "Get my recommendation"
​
If you're unsure of what to choose, think about the challenges that keep you up at night or consistently slow your business down. Those are usually the best clues.
What are your current priorities?
Contact
We're always looking for new and exciting opportunities. Let's connect.
If this helped you get started in your search for the right finance partner, someone in your network may appreciate it too! Click an icon below to share.