The Strategic CFO Readiness Assessment
The Strategic CFO Readiness Assessment Discover Where You Stand on the Journey from Compliance to Strategic Advisory
Executive Summary
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Are you ready to break free from the admin avalanche that's burying your CPA practice?
You didn't spend years mastering taxation and financial strategy just to become a glorified bookkeeper. Yet here you are—drowning in status updates, wrestling with disconnected systems, and watching your dreams of stepping into that coveted CFO advisory role slip further away with each compliance deadline.
If this sounds familiar, you're not alone. And more importantly, you're exactly where you need to be.
Why Take This Assessment?
Here's the truth that nobody talks about at those industry roundtables: knowing you want to transition to CFO advisory work and actually being ready for it are two completely different things.
Think of it this way—you wouldn't advise a client to expand their business without first assessing their operational readiness, cash flow position, and market positioning. Why would you treat your own practice any differently?
The Strategic CFO Readiness Assessment does for your practice what you do for your clients: it gives you an honest, data-driven picture of where you really stand. No fluff. No cookie-cutter advice. Just the clarity you need to make your next move with confidence.
This free, 10-minute assessment evaluates:
Your current operational efficiency and how automation could free up your time
Client acquisition strategies and whether you're attracting the right advisory clients
Your existing strategic advisory capabilities (even if you don't think you have any yet)
How you're positioning yourself in the market—and whether anyone can actually tell you apart from every other CPA
Your mindset and true readiness to embrace this transformation
What You'll Discover
Let's be clear about something: this isn't one of those assessments that tells you everything's broken just to sell you something. (We'd rather lose a sale than break your trust—that's our Relentless Integrity at work.)
Instead, you'll get an honest evaluation of where you're crushing it and where you've got blind spots. Because here's what I've learned from 40+ years in the trenches: the blind spots are where the breakthroughs happen.
After completing the assessment, you'll receive:
Your Personalized Readiness Score
A clear, quantifiable measure of where you stand across five critical dimensions. No vague platitudes—just actionable insights you can use immediately.
Customized Recommendations
Based on your unique situation, you'll get specific next steps. Whether you need to automate your workflow first, refine your positioning, or develop your advisory skillset, you'll know exactly where to focus your energy.
Gap Analysis
We'll show you the distance between where you are now and where you need to be to successfully launch or scale your CFO advisory services. Think of it as your personal GPS for practice transformation.
Priority Action Items
Not sure where to start? We'll rank your opportunities so you can tackle the highest-impact changes first. Because let's face it—you don't have time to waste on busywork masquerading as progress.
How It Works
Taking the assessment is refreshingly simple:
Step 1: Answer Honestly
Spend 10 minutes responding to carefully designed questions about your practice, your goals, and your current capabilities. The more honest you are, the more valuable your results will be.
Step 2: Get Your Results Instantly
No waiting, no sales calls, no games. Your personalized assessment report arrives immediately in your inbox.
Step 3: Choose Your Next Step
Review your roadmap and decide how you want to proceed. Want to implement changes on your own? Go for it. Need guidance? We're here. This is your journey—we're just providing the map.
Meet Your Guide: Joy Francis
You might be wondering who created this assessment and why you should trust it.
Fair question.
I'm Joy Francis, founder of Joyous Suite LLC, and I've spent over four decades helping CPAs and firm leaders transform their practices. I'm also blind—which means I've had to develop an extraordinary ability to see what others miss.
That might sound like a contradiction, but it's my superpower. True vision isn't about what you see—it's about what you build. And I've built systems that help professionals like you see the opportunities hidden in plain sight, the bottlenecks strangling your growth, and the path forward that everyone else overlooks.
I created RevTurbo™ and our CFO Training programs because I watched too many brilliant CPAs stay stuck in compliance work when they were meant for so much more. Not because they lacked skills or intelligence, but because they couldn't see the specific steps needed to make the leap.
This assessment distills everything I've learned from helping hundreds of firms make this exact transformation. It's the same framework I use when consulting with clients—now available to you for free.
What Makes This Different
You've probably seen other "readiness assessments" that are really just lead capture forms in disguise. Generic questions. Useless results. Immediate sales pitch.
This isn't that.
Our assessment is built on actual client transformations and real-world data from practices that have successfully made the transition to CFO advisory. The questions probe the specific factors that predict success or struggle in this journey.
And unlike those template solutions everyone else is peddling, this assessment recognizes that your firm is one of a kind—your roadmap should be too.
We don't believe in cookie-cutter advice because we don't believe in cookie-cutter practices. Every recommendation you receive will be tailored to your specific situation, your unique strengths, and your current reality.
The Bottom Line
Here's what this comes down to: you can keep spinning your wheels, hoping things will somehow magically improve. Or you can take 10 minutes to get clarity on exactly where you stand and what needs to happen next.
The Strategic CFO Readiness Assessment won't solve all your problems overnight. (Anyone who promises that is lying.) But it will give you something invaluable: a clear, honest picture of your starting point and a personalized roadmap to where you want to go.
Think of it as your first real conversation with someone who understands both the destination you're heading toward and the obstacles you'll face getting there. Someone who's helped others navigate this exact path and knows what works, what doesn't, and what matters most.
Ready to Discover Where You Stand?
Your ideal clients need strategic CFO advisory services. They're tired of transactional relationships with their accountants. They want a trusted advisor who can help them see opportunities, navigate challenges, and build the business they dream of.
That advisor could be you.
But first, you need to know where you really stand. Not where you hope you are. Not where you think you should be. Where you actually are right now.
The assessment takes 10 minutes. The clarity it provides could save you years of spinning your wheels.
Because here's the truth: vision is built, not born. And building your CFO advisory practice starts with seeing clearly where you are today.
Take the assessment. Get your roadmap. Start building the practice you've always wanted.
Your transformation from overwhelmed compliance professional to confident CFO advisor begins with this first step.
