Score Your Finance Function in Five Minutes
Twelve questions across the dimensions a fractional CFO actually works on. Get your score on screen, then a personalized action plan in your inbox.
12 Questions. 5 Minutes. A Real Answer.
Each question covers one dimension of a growing company's finance function. Pick the answer closest to your situation today. The assessment scores you 0 to 36 and places you in one of four bands. No login, no prep, no sales pitch.
- Built for companies between $5M and $100M in revenue
- Covers close, margin, cash, planning, reporting, team, tech, AI, and strategic partnership
- Personalized action plan emailed within one business day
- Tells you when you're not ready for a fractional CFO and what to do instead
A Document a Fractional CFO Would Build in Week One
The personalized action plan is the artifact, not a teaser. It's structured the same way we open every engagement: diagnose first, prioritize second, recommend third.
Scored Breakdown
Your scores in each of the 12 dimensions, side by side with what "good" looks like at your revenue stage. The gaps stop being abstract and start being specific.
3-Month Action Plan
Prioritized moves sequenced by impact and effort, customized to your industry and stage. The first 30 days, the next 60, and what to leave for later. Not a generic checklist.
Peer Benchmark
Where companies at your revenue and industry typically score on each dimension, with the patterns we see in the band you landed in. Context for whether your gaps are normal or urgent.
If Your Finance Function Has Outgrown Its Setup, This Tells You What to Do About It
The diagnostic is calibrated for the inflection points where finance stops being a bookkeeping cost center and starts being a business constraint.
You're between $5M and $100M in revenue
The dimensions in this assessment matter most in the band where companies have outgrown bookkeeping but haven't fully built a finance function. Below $5M, most of these are premature. Above $100M, you have specialists for each one. In between is where the diagnostic earns its keep.
Your close is taking longer than you'd like
If month-end is consuming the first three weeks of the next month, the rest of the function can't catch up. The assessment surfaces whether the close is the root issue or a symptom of something else.
You can't see margin clearly
Top-line revenue is easy. Profitability by product, channel, or customer is the gap most growth-stage companies feel. If decisions are getting made on instinct because the numbers aren't there, you're in the right band for this diagnostic.
You're considering a fractional CFO
The assessment tells you whether you're ready for one and what kind of engagement would actually move the needle. It also tells you when you're not ready, which is a legitimate and useful answer.
You want AI and automation to actually mean something
Two of the 12 dimensions cover tech stack and AI maturity. Most companies score low here and don't realize how much it's costing them in finance hours. The action plan is specific about what to automate first.
You'd rather have a written plan than a sales call
This is the path for the operator who wants the artifact first and the conversation second, if ever. The plan is useful whether you call us, call someone else, or implement it yourself.
Common Questions
What is the CFO Diagnostic?
It's a free 12-question scorecard that measures the maturity of a growing company's finance function across the dimensions a fractional CFO actually works on: close speed, margin visibility, cash forecasting, management reporting, annual planning, revenue and COGS accuracy, team structure, tech stack, data trust, KPI dashboards, AI and automation, and strategic partnership. You score 0 to 36, land in one of four bands, and we email a personalized action plan within one business day.
Who is this assessment for?
Companies between $5M and $100M in revenue that have outgrown their current finance setup. CEOs, founders, COOs, and Heads of Finance typically take it. The diagnostic also flags companies that are too early for fractional CFO leadership and need controller or bookkeeping help first, which saves everyone time.
How long does it take?
About five minutes. Twelve questions, four answer options each. No prep required. You get your score on screen the moment you finish.
What does the personalized action plan include?
A scored breakdown of your finance function across all 12 dimensions, a 3-month prioritized action plan customized to your industry and revenue stage, and a peer benchmark showing where companies at your size and industry typically score. It's the document a fractional CFO would build in week one of an engagement.
Is this a sales pitch?
No. The action plan is a useful artifact whether you ever work with us or not. Some companies who take the diagnostic discover they're not ready for fractional CFO leadership yet, and that's a legitimate outcome we say so directly. If the diagnostic suggests Mainstreet IQ is a fit, we'll offer a call. If it doesn't, we won't.
What happens to my data?
Your responses and contact information are sent to our CRM (Zoho) so we can build and send your personalized action plan. We don't sell or share your data, and the plan is sent by a human, not an automated drip. If you opt out at any point, your record is removed.