Changing the Face of Finance

Compass Baseline™

Lower Mid-Market Readiness Edition

This short assessment helps us understand where your finance and accounting capabilities stand today — and what it might take to improve them. It's designed specifically for companies between $10M and $250M in revenue.

There are no right or wrong answers. Select the response that best reflects your current situation.

6 Sections ~37 Questions 10–15 Minutes Confidential

© Changing the Face of Finance · cfof.com

Compass Baseline™
Lower Mid-Market Edition
Section 1 of 6
General Information

Tell us about your company.

We use this to tailor our follow-up conversation and, over time, to build benchmarks for your peer group.

REQUIRED
Company Name
Please enter your company name.
REQUIRED
Your Full Name
Email Address
Please enter your name and email.
Q — G1
What best describes your company's primary industry?
Please select an industry.
Q — G2
Which range best describes your company's annual revenue?
Please select a revenue range.
Q — G3
How many people work at your company?
Please select an employee range.
Q — G4
How is your company structured?
Please select a structure.
Q — G5
What is your role?
Please select your role.
Dimension 1 of 5

Strategy

How intentional and aligned is your organization about improving finance and accounting performance?

Q — S1
How connected are your finance improvement plans to the overall direction of the business?
Please select a response.
Q — S2
How well does your team understand what "better" looks like for finance in the next 1–3 years?
Please select a response.
Q — S3
Has your company mapped out a plan for improving finance systems and processes?
Please select a response.
Q — S4
How much do you expect finance and accounting processes to change in the near term?
Please select a response.
Q — S5
How aligned are your key leaders on the need and direction for change?
Please select a response.
Q — S6
Is there a risk that technology decisions happen before your strategy and goals are clear?
Please select a response.
Q — S7
How has your company thought about the role AI could play in finance and accounting?
Please select a response.
Dimension 2 of 5

People

Who's involved, and how ready is your team to take on change?

Q — P1
How much experience does your finance team have with implementing new systems or changing how things work?
Please select a response.
Q — P2
When your company has taken on process or technology improvements in the past, how did it go?
Please select a response.
Q — P3
How well do Finance and IT (or Operations) work together when changes are needed?
Please select a response.
Q — P4
How likely is it that your team could dedicate time and focus to a finance improvement effort?
Please select a response.
Q — P5
How open is your team to changing how finance and accounting work is done?
Please select a response.
Q — P6
How prepared is your team to take on changes in finance processes, tools, or systems?
Please select a response.
Dimension 3 of 5

Process

How structured, consistent, and efficient are your finance operations today?

Q — PR1
What accounting and financial reporting standards does your company follow?
Please select a response.
Q — PR2
How robust are your internal management and operational reporting capabilities?
Please select a response.
Q — PR3
How often do you run financial planning and reporting cycles (budgeting, forecasting)?
Please select a response.
Q — PR4
How well documented are your finance and accounting processes?
Please select a response.
Q — PR5
How automated are your key finance workflows (approvals, close tasks, submissions)?
Please select a response.
Q — PR6
How efficient are your finance cycles (close, reporting, planning) in terms of time and effort?
Please select a response.
Dimension 4 of 5

Technology

What tools are you using, and how well are they serving you?

Q — T1
What finance and accounting software does your company currently use for core functions?
Please select a response.
Q — T2
How many areas of finance (close, reporting, planning) are covered by your current systems?
Please select a response.
Q — T3
How well integrated are your finance tools with the rest of your business systems?
Please select a response.
Q — T4
How complex are your company's financial structures (entities, departments, cost centers)?
Please select a response.
Q — T5
What is the current state of your IT infrastructure to support finance and reporting needs?
Please select a response.
Dimension 5 of 5

Data

How clean, accessible, and trustworthy is your financial data?

Q — D1
How many different systems or sources does your financial data come from?
Please select a response.
Q — D2
How consistent is financial data (accounts, departments, cost centers) across your business?
Please select a response.
Q — D3
How easy is it to access and trust the data you need for reporting and decision-making?
Please select a response.
Q — D4
How clearly defined is ownership and accountability for your financial data?
Please select a response.
Q — D5
Has your company explored using AI or automation to improve data quality, reconciliation, or reporting?
Please select a response.
OPTIONAL
What is the single biggest challenge your finance team is dealing with right now?
OPTIONAL
Is there a specific project or initiative you're hoping to address?
✓

Thank You

Your Compass Baseline™ has been submitted. Arthur will personally review your responses and reach out within 1–2 business days to schedule your complimentary Insights Call.

What Happens Next
During the Insights Call, we'll walk through your results across all five dimensions — Strategy, People, Process, Technology, and Data — and discuss what they mean for your business. No pitch. Just perspective.

© Changing the Face of Finance · cfof.com