The Financial Clarity Checklist | Betty Dang, Global CFO
Free 2-Minute Self-Assessment

The Financial Clarity Checklist

Five questions Betty Dang asks every founder before taking them on as a client. Answer honestly, most people find at least one gap.

2 min read By Betty Dang, CFO

Are Your Numbers Ready?

1

Can you close your books in 5 business days or less?

If month-end still drags into week two or three, every decision you make in between is based on stale numbers.

2

Do your reports match your bank account, exactly, every month?

If the books say one thing and the bank says another, you don't have a reporting problem, you have a trust problem.

3

Could you explain your true gross margin in one sentence?

If it takes a spreadsheet and a phone call to answer this, you're steering by feel, not by fact.

4

Do you know your exact client acquisition cost and payback period?

Growth without this number isn't a strategy, it's a guess with a marketing budget attached.

5

If someone offered to buy your company tomorrow, could you produce clean financials in 48 hours?

Raises, acquisitions, and audits all move on someone else's timeline, not yours. Your numbers need to already be ready.

What Your Answers Mean

5/5

Rare, and genuinely strong. Your systems are likely ready for a serious growth move.

3-4

You're closer than most, but the gaps you do have are exactly the ones that surface at the worst possible moment, mid-raise, mid-acquisition, mid-audit.

0-2

Your business is likely outgrowing your bookkeeping. This is the exact turning point Betty works with founders through.

"You can't steer a company with numbers you can't trust."

Betty Dang, Global CFO
See Exactly Where Your Gaps Are
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