START HERE
Tell me what’s going on. I’ll help you figure out what comes next.
You do not need to diagnose the finance function before we talk. Answer six quick questions about the business and what is getting in the way. I’ll point you toward the place I would start.
A BETTER FIRST CONVERSATION
Start with the problem, not the service list.
Finance problems rarely respect the service menu. A forecasting problem can begin with unreliable actuals. A reporting problem can really be a process problem. And sometimes cash needs attention before anyone opens another model.
This short diagnostic gives me enough context to recommend where I would look first without making you fill out a long consulting questionnaire.
HOW IT WORKS
Six questions. One useful starting point.
Tell me what is happening.
Start with the operating problem you can see. You do not need to translate it into finance terminology.
I’ll connect the signals.
Your answers help distinguish accounting foundations, FP&A work, decision support and finance-process problems.
Leave with a next step.
You’ll get a recommended workstream, what I would examine first and a direct way to discuss the project.
YOUR PROJECT
Let’s narrow down where I would start.
Choose the answer that is closest. There are no maturity scores and no attempt to manufacture a project where one is not needed.
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