Are You Ready for a Cash Flow Optimization Platform?
Cash Flow Optimization Plaforms (CFOP) go beyond the siloed capabilities of initial client engagement, online payment processing, and syncing with your accounting software. CFOPs are collectively able to recover an average of 9% in lost profit for professional services businesses.

Take the short CFOP quiz to see if your business is ready for cash flow optimization.

For each category, select the appropriate number. If you strongly disagree, choose 1. If you strongly agree, choose 5.

The numbers in between 1 and 5 correspond to your level of agreement, neutrality, or disagreement. We will automatically tally your score when you’re finished and provide your results.
Instructions:
If you strongly disagree, choose 1. If you strongly agree, choose 5.
Automation can help me make more money and lower costs. *
My business has customers that “pay slow.” *
Either myself or my admin staff spend time tracking payments from my customers and updating my books. *
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