Are you unsure if your company could benefit from my CFO services? Then please complete the following assessment...

Answer true or false to the following questions:

1. Management currently is provided with timely, accurate financial statements
    True       False

2. Management reporting information is in place, allowing me to understand where we are making profit and where we are not.
    True       False

3. I am confident that our financial controls and processes are tight enough to maximize cash flow, workflow efficiency and protect assets.
    True       False

4. We currently have planning tools in place such as budget systems and financial projections, that provide warning signals triggering timely action.
    True       False

5. I am confident other members of my management team are as focused as I am on controlling costs and challenging operating efficiency.
    True       False

We currently have a financial person on staff with the skills necessary...

6. ...to project various scenarios, and do “what if” analysis, in determining the best course of action.
    True       False

7. ...to negotiate the best contract terms with key employees, service providers, customers, and vendors.
    True       False

8. ...present the financial information and condition of the company to financial institutions, M&A prospects, customers, etc, in a credible, professional manner.
    True       False

9. ...forecast, manage and improve cash flow.
    True       False

10. My company needs the financial and business skills of a “part time/interim CFO“ to maximize performance and take my company to the next level.
    True       False



Obviously if the only true answer is #10.

"Don't hesitate to contact me at 314/909-0653 or dennis@wilhelmicfo.com if you would like to discuss your company’s needs or schedule a free consultation session and begin an action plan toward maximizing financial performance!”


"Dennis is an enormous asset to our business.  He understands the advertising industry thoroughly and ensures a disciplined approach to our financial well being.  I rely on Dennis for advice and counsel on all critical financial matters and have found him to be very helpful during difficult times in our business.  Plus, for a financial guy, he's pretty enjoyable to be around!"(More)

Susan Weissman

Partner, Maring|Weissman