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Unlock the Truth About Your Financial Health

Financial Leadership Gap Analysis Tool & Checklist

Our free tool walks you through four key pillars—Reporting, Team, Systems, and Strategy—and delivers a personalized score with next-step resources to help you improve what matters most.

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Are You Overlooking Risk in Your Financial Operations?

Are your people, processes, and tools truly set up to scale?

Do you know where your financial blind spots are?

Are messy reports and outdated systems draining your growth?

You’re not alone. Many leaders face unclear numbers and unsure teams—slowing growth and decisions.

Why Use the Financial Leadership Gap Analysis Tool

This tool helps you identify where you’re strong and where you're vulnerable across four key pillars:

1. Reporting – Are your financial reports timely, accurate, and actionable?

2. Team – Do you have the right roles, responsibilities, and financial oversight in place?

3. Systems – Are your tools and processes built for efficiency, clarity, and growth?

4. Strategy – Are your financial insights driving smarter decisions and future planning?

 

What Your Score Reveals

You’ll receive a score between 0 and 125—and guidance on what your score means.

Whether you’re in “Optimal” shape or “At Risk,” you’ll know exactly where to focus your efforts next.

 

● No guesswork
● No jargon
● Just clear, actionable insights

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What You'll Walk Away With

✔ Pinpoint key weaknesses in your financial processes

✔ Uncover missed opportunities to boost profitability

✔ Learn what “Optimal” financial health looks like—and how to get there

✔ Know when it’s time to bring in a Controller, system upgrade, or reporting restructure

✔ Feel more confident making strategic business decisions

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How it Works

1. Download the Tool here

2. Go through the questions and complete Your Score

3. Get Tailored Insights – Based on your score, we'll send you follow-up content to help you take the next step

 

"This powerful tool is designed to give you clarity and confidence about the state of your financial operations."

- Jennifer Barnes, CEO at Optima Office

See How We’ve Helped Others Succeed:

quinn-palomino

We feel Optima is a partner who really cares about our company; they put us in the forefront of their business so we can do ours.

quinn-palomino

Quinn Palomino
Virtua Partners

mariucci

ISLE has worked with Optima’s accounting team for over a decade. I strongly recommend Optima to anyone in need of contract accounting and financial support.

mariucci

Steve Mariucci
ISLE

greg

I wanted to express our gratitude for the exceptional support Optima Office has provided us. Your team's assistance has been invaluable during this critical phase of our growth. Thanks!

greg

Greg Keef
Triton Global Services, Inc.

heather

Thank you Jennifer. Appreciate all you, Mike and Optima Office have done to support us.

heather

Heather Moyer
HNM Systems

Frequently Asked Questions

Q: Who is this checklist for?
A: This tool is built for business owners, CEOs, COOs, and financial decision-makers who want to assess the health of their accounting and finance functions. Whether you have an in-house team or use outsourced support, this tool gives you a strategic overview of your current financial operations.

Q: How long does it take to complete?
A: Most users complete the checklist and scoring process in under 15 minutes. It’s straightforward, self-guided, and designed to give you quick insight with high value.

Q: What happens after I fill it out?
A: You’ll receive a follow-up email where you can click the scoring range that matches your results. From there, you’ll be redirected to tailored resources—based on your score—to help you strengthen your finance function.

Q: Is this a sales pitch for CFO services? 
A: Not at all. This tool is part of our broader effort to empower businesses through smarter financial oversight, which supports companies who need better financial reporting, processes, and team structure. It's designed to help you decide what level of support—if any—you need next.

Q: What if my score is low?
A: Don’t worry. A low score simply means there are opportunities to improve your systems, reporting, or strategy. You'll get content and tips to guide your next steps, and if you want to talk to someone about it, we’re here to help—no pressure.

Discover the Truth Your Books Might Be Hiding


Unlock your financial edge. This tool could be the smartest move you make all year.
Download the Financial Leadership Gap Analysis Tool & Checklist ➝