PRIMUL TĂU CFOA project of Capital Decisions
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Financial Diagnostic Session

90 minutes with a senior finance professional and a clear direction on what your business needs next.

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When a Financial Diagnostic Session makes sense.

Use it when one financial question remains unresolved or several issues are competing for attention.

Founder checking the numbers on a tablet

  • You keep postponing a big decision

    You postpone investments, pricing changes, or financing requests because the financial consequences are not clear enough.

  • Financial reports do not point to the answers you need

    You receive accounts, management reports, and balance sheets, but still cannot see what changed, why, or what needs attention.

  • You do not know what to tackle first

    Several issues need attention. Before committing time and money, you want to establish what comes first and why.

What Happens, Start to Finish

We agree on the question and ask for the information needed to answer it. By the time we meet, we have reviewed the material and identified the points to test.

Two financial advisers working through an analysis together

  1. Step 1 - Before the Meeting

    How We Prepare:

    • Review of your financial statements
    • Preliminary financial analysis

  2. Step 2 - In the Meeting

    What We Discuss:

    • Your challenges, strengths, and weaknesses
    • Your financial blind spots
    • What to prioritize, and why

  3. Step 3 - After the Meeting

    What You Leave With:

    • A clear diagnosis of what is actually going on
    • The options considered and the financial trade-offs between them
    • A ranked list of priorities, with clear steps and timing
    • The right next step, and how we would tackle it together

Questions about the Financial Diagnostic Session.

What information should I provide before the session?

It depends on what you bring. Usually a balance sheet and trial balances for the relevant periods, or other documents relating to the decision.

What can we review in 90 minutes?

Because we have reviewed your information in advance, the 90 minutes go to the decision itself: its angles, its implications, and how it might be solved. You leave with a full understanding and clear next steps we would take together.

Will I receive a document after the session?

Yes. You receive a concise summary tailored to your question or issues, covering our conclusions, the priorities, and the next steps. It is not a template report.

Does the session commit me to another service?

No, you are never locked in. The session diagnoses the issue and shows the path. Resolving it usually means continuing with the service that fits, and the fee is credited when you do.

How is the €500 credit applied?

If you continue with any of the Primul Tău CFO services within 30 days of the session, the full €500 is credited against the service price.

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What Comes Next

Once we have pinpointed the real issue, these are the ways to solve it. The diagnostic session tells you which one fits.

  • Know Your Numbers

    We lead you through a deep understanding of your finances and build dashboards tailored to your business, so you know what the numbers really mean.

    Know Your Numbers

  • Get Bank Ready

    Helps you meet what a bank expects of you, assesses your repayment capacity, and gets the supporting documents and explanations in order.

    Get Bank Ready

  • Strategic CFO Projects

    Deeper, tailored work on budgets, cash flow forecasts, scaling decisions, pricing, or preparing for investors. All scoped to what you need.

    Strategic CFO Projects

What would you like a CFO to review?

Send us the question, the context, and the information you have. The diagnostic session helps us both see the real issue and agree on the right way to solve it together.

Book a Financial Diagnostic Session