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Take the Specialized CFO Readiness Scan before our call

Takes 3 minutes and makes our call more productive

Before our call, I'd like you to take 3 minutes for this scan.

It assesses the three areas that make or break a specialized CFO practice, and uses your ratings to do three things:

  1. Show where you're already strong and where you need to focus.
  2. Set the agenda for our call, so we spend time on what matters for you.
  3. Give you a plan you can use, whether or not DOPE CFO ends up being the right fit for you.
The Specialized CFO Readiness Scan model A triangle with the goal of a six-figure CFO advisory practice at the center, and three pillars at the points: specialization (technical skill, industry specialization, authority and positioning), acquisition (finding and attracting clients, offers and pricing, sales and discovery process), and delivery (tools SOPs and work papers, leadership, support network). SPECIALIZATION technical skill industry specialization authority and positioning ACQUISITION finding and attracting clients offers and pricing sales and discovery process DELIVERY tools, SOPs, and work papers leadership support network Six-Figure CFO Advisory Practice
The Specialized CFO Readiness Scan model A triangle with the goal of a six-figure CFO advisory practice at the center, and three pillars labeled on each side: specialization, acquisition, and delivery. SPECIALIZATION Six-Figure CFO Advisory Practice ACQUISITION DELIVERY
SPECIALIZATION
  • technical skill
  • industry specialization
  • authority and positioning
ACQUISITION
  • finding and attracting clients
  • offers and pricing
  • sales and discovery process
DELIVERY
  • tools, SOPs, and work papers
  • leadership
  • support network

Specialization sets your ceiling. A skilled specialist commands CFO-level retainers, chooses clients, and does the strategic work that justifies those fees. Without specialization, your compensation is capped no matter how hard you work.

Acquisition is how you build the practice. The technical expertise you have won't matter if you can't connect with people who need it. This is the capability most corporate and public accountants never developed, and it's why most who go independent stall within the first year.

Delivery sets your floor. Serving clients at a CFO level without burning out requires a system: tools, SOPs, people you can lean on. Without it, clients churn, income becomes unstable, and you end up working more hours than you did in your previous role.

Knowing where you stand on each is what makes the call productive.

What this looks like in practice

Tammy was a controller in Boston, worked 10 years at the same company before being laid off.

In her first month inside DOPE CFO, she focused on her gaps:

  • She got up to speed on the cannabis industry, so she could speak confidently with operators from the start
  • She used a proven outreach process to connect with cannabis operators, so she started having real conversations in her first month instead of spending years figuring out client acquisition alone
  • She used existing tools and work papers to deliver CFO-level work from day one, so she could serve the client well without burning out

Within a month, she landed a CFO retainer at $14,000/month... more than double her previous salary.

Four years later, she's still that client's CFO, and the engagement now generates over $500,000/year.

Take the scan

It takes about three minutes. When you're done, your results appear on the next page, and a copy is sent to us before our call.