Free Financial Health Assessment
Get a CFO-level assessment of your financial operations.
No cost. No obligation.
what you get
How financially healthy is your business—really?
Many growing companies don’t realize they’re flying blind, until cash flow tightens, profitability slips, or lending stalls.
This complimentary Financial Health Assessment gives you a clear, objective view of what’s working in your financial operations, where gaps may exist, and what steps could strengthen profitability, cash flow, and decision-making.
strengths & Gaps assessment
We highlight what your finance function is doing well—and where weak points may be creating hidden risks, inefficiencies, or missed opportunities. This gives you a targeted view of where to focus your improvement efforts.
actionable recommendations
You’ll walk away with specific, actionable recommendations that can be implemented right away to improve profit margins, cash flow, and operational efficiency—without a long-term engagement.
A CFO's Strategic Perspective
You’ll get expert-level insight into how to align your finances with your goals—and whether your business is structured for scale.
Trusted by Founders
Our CFO-led Financial Health Assessment uncovers:
- Hidden risks or blind spots that threaten your growth or stability
- Opportunities to improve profit margins and reduce costs
- Gaps in reporting, forecasting, and financial leadership
- Strengths you can build on to support smarter, faster growth
how it works
The process is easy
2
we complete the assessment
Our team conducts an in-depth behind-the-scenes assessment.
3
get your results
Receive tailored insights and recommended next steps.
What Our Clients Are Saying
You ask, we answer
This CFO-led assessment provides a clear, actionable view of your business’s financial position.
We’ll review your financial statements, systems, reporting, and performance to uncover risks, identify missed opportunities, and provide clear, actionable recommendations tailored to your business.
This Financial Assessment is designed for founders, CEOs, and business owners who are ready to take control of their numbers and make smarter, more strategic decisions.
You’ll get the most value if you:
Run a growing business and suspect your financial visibility isn’t keeping up
Feel unsure about cash flow, margins, or overall financial health
Have a bookkeeper or accountant but still lack strategic financial guidance
Are preparing for a big move—like funding, expansion, a new hire, or a pivot
Want to understand the financial implications of your decisions before you make them
Suspect inefficiencies, overspending, or pricing issues but need clarity and confirmation
Feel like you’ve outgrown QuickBooks reporting and gut instinct
You probably won’t benefit much if any of the following applies:
Businesses with fully staffed internal finance teams and a CFO already in place
Companies looking for tax filing or bookkeeping services only
Owners who aren’t ready to take action or review their financial performance critically
Simply book the first meeting! The first meeting allows us to learn about your business and detail any information we need from you.
This assessment is completely free. There’s no obligation and no requirement to move forward with CFO services.
At Sentinel Finance Group, we believe informed business owners make better decisions.
If it becomes clear we can help, we’ll explain how. If not, you’ll still walk away with useful insights and a stronger understanding of your financial position.
The full assessment is typically completed within 7–10 business days after the first meeting. You’ll then receive a detailed analysis and a 60–90 minute meeting to walk through the findings and next steps.
No problem—we work with many businesses who are in the middle of cleanup or transitions. The assessment can actually help identify gaps in your current bookkeeping or accounting structure and give you a plan to get back on track.