PCS Financial Decision Assessment

The PCS Financial Decision Assessment gives established founder-led service businesses a clear, objective view of their current financial leadership. As part of the process, PCS applies CFO-level judgment to identify what deserves attention and turn those insights into priorities and a clear path forward.

Is This Assessment Right For You?

  • Revenue is growing but profits aren’t?
  • Cash flow feels unpredictable?
  • You’re unsure if pricing is too low?
  • Expenses keep increasing?
  • Do you lack meaningful business KPIs?
  • Are you making decisions without clear financial visibility?

What's Included In The PCS Financial Decision Assessment

Your Assessment evaluates how financial decisions are currently being made in your business, from reporting and planning to pricing, margins, and cash flow, and identifies the systems, risks, and priorities that matter most to your financial leadership.

PCS Financial Decision Assessment

A structured executive assessment that combines CFO-level judgment with a disciplined review of your numbers to identify what deserves attention and build a prioritized 90-day action plan.

  • 30-Minute Discovery Call
  • Evaluate Your Current Financial Leadership and Reporting
  • Evaluate Financial Performance and Trends
  • Evaluate Pricing, Margins, and Cash Flow
  • Identify Financial Risks and Priorities
  • Establish Meaningful KPIs
  • Coordinate with Your Bookkeeper and CPA, If You Have One
  • Receive Your Financial Decision Scorecard and 90-Day Financial Decision Roadmap
  • 60-Minute Executive Findings Meeting
Book Your PCS Financial Decision Assessment

One Time Investment: $1,000

If you prepay 3 months of Monthly Fractional CFO Advisory within 30 days, the $1,000 Assessment fee is credited against the $7,500 prepayment, for a net investment of $6,500.

 

   Limited availability based on client capacity

How The Process Works

Step 1 — Discovery Call

Understand goals, challenges, and current business concerns.

Step 2 — Financial Leadership Review

Evaluate your financial systems and reporting to identify priorities.

Step 3 — Written Findings

Receive your Financial Decision Scorecard, practical recommendations, and a prioritized 90-Day Financial Decision Roadmap.

Step 4 — Executive Findings Meeting

Meet for 60 minutes to review your findings, priorities, and next steps together.

Frequently Asked Questions

How long does the assessment take?

Typically completed within 5–7 business days after receiving financial information.

Is this ongoing consulting?

The PCS Financial Decision Assessment is a one-time, structured executive assessment that evaluates your company’s current financial leadership, identifies what deserves attention, and gives you a prioritized 90-Day Financial Decision Roadmap with no ongoing commitment.

Monthly Fractional CFO Advisory is the ongoing Fractional CFO relationship, providing continued financial leadership, planning, monitoring, implementation support, and accountability to help you improve profitability, strengthen cash flow, and make better business decisions month after month.

What size businesses do you work with?

We primarily work with established service businesses generating approximately $1M–$10M in annual revenue

Ready for Stronger Financial Leadership?

You don’t have to hire PCS on faith. The PCS Financial Decision Assessment is a structured first step. We’ll tell you what’s wrong, what matters, and whether ongoing financial leadership is actually worth pursuing, before you commit to anything more.

Book Your PCS Financial Decision Assessment
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