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Free Diagnosis

Your Financial Gaps Mapped Out in Minutes

This diagnosis identifies your real core challenges and provides immediate, actionable solutions.

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How to Get Your Financial Diagnosis

1. Answer multiple-choice questions about your 4 key business pillars: reporting, team, systems, and strategy.

2. Get your overall and pillar scores, plus a personalized financial gap analysis, easy to digest and to the point.

3. Gain access to a comprehensive list of actions, meticulously crafted by finance professionals with over fifteen years of experience.

The Team Behind the Diagnosis

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Taylor A. Gibson
Chief Operating Officer & Consulting CFO

Comprehensive experience spans from East Coast Big 4 and Wall Street Investment Banks to Southern CA retail, biotech, and manufacturing.

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Chad Putnam
Executive Vice President & Consulting CFO

Over 25 years of experience in finance and accounting, spanning venture-backed, publicly traded, and professional services.

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Daniela Sarbulescu
Vice President of Accounting


Over 15 years of experience leading Finance and Operations in e-commerce, manufacturing, and retail businesses.

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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Only 7 Minutes of Your Time to:

✔ Pinpoint key weaknesses in your financial processes

✔ Uncover missed opportunities to boost profitability

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

✔ Feel more confident making strategic business decisions

Frequently Asked Questions

Who is this checklist for?
This tool is built for those who want to assess the health of their accounting and finance functions.
✔ Business owners
✔ CEOs and COOs
✔ Financial decision-makers

How long does it take to complete?
Most users complete the diagnosis in under 7 minutes.

What if my score is low?
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.

Discover the Truth Your Books Might Be Hiding, Once and for All

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1. Answer questions
2. Get your score
3. See where to improve

By Optima Office—trusted by 300+ companies and backed by CFOs with decades of experience.