Do you actually have a finance team — or are you winging it?
Eight questions. Two minutes. No email. No pitch. Find out whether your financial setup is helping you or holding you back.
Eight questions, because a finance function has eight moving parts.
Reporting, cash flow, tax planning, payroll, resilience, family wealth, succession and how you actually feel about all of it. Most owners are strong in two or three and have never been asked about the rest.
The gaps are where the money and the certainty leak out — and they're the reason the eight are managed as one thing rather than eight.
Would rather just talk it through?
Skip the questions. Twenty minutes with Dan will tell you the same thing, with the follow-up questions a form can't ask.
Who's Watching The Money?
Real conversations about what happens when nobody connects the pieces.
Listen now →He'll tell you what's fixable and what it would take
Dan walks through your results, answers the questions the form couldn't, and gives you a straight answer about where things actually stand. No obligation.
Book a 20-minute call with Dan →