Find Your Best Fit

Complete the brief self-assessment for a directional recommendation. Continue through the extended section for a more precise recommendation that considers system complexity, data structure, revenue recognition needs, compliance requirements, and implementation priorities.

Brief Survey

Directional Recommendation

These questions identify the most likely starting point across subscriptions, financial models, framework design, revenue recognition and ASC 606, compliance-focused handling, and advisory support.

1. What is your biggest immediate priority?* Select one.

Real-time financial reporting, dashboards, and KPI visibility Automation across systems, documents, and reporting workflows Financial models, forecasting, pricing, profitability, or market analysis Framework design for financial reporting, revenue, KPIs, pricing, or operating metrics Single or multi-contract review for revenue recognition or ASC 606 considerations ASC 606, revenue recognition, or standalone selling price analysis Compliance handling for healthcare-sensitive financial, operational, or contract data Private advisory, executive finance guidance, or custom project support

2. Which additional needs should we consider? Select all that apply.

3. How quickly do you receive usable financial reporting after month-end?*

5 days or less 6 to 15 days 16 or more days We do not receive usable monthly reports

4. How confident are you in the accuracy, completeness, and consistency of your financial data?*

High confidence Moderate confidence Low confidence or frequent inconsistencies

5. How connected are your financial, sales, contract, billing, reporting, and operating systems today?*

Mostly connected Partially connected Disconnected across several workflows Mostly manual or spreadsheet-driven

6. Do you currently use interactive dashboards or KPI reporting to manage the business?*

Yes, real-time or frequently refreshed dashboards We use static reports, but limited interactive dashboards We track some KPIs, but visibility is inconsistent No meaningful dashboard or KPI reporting

7. Do you have a forward-looking forecast model with scenario planning?*

Yes, dynamic forecast with scenarios Basic forecast, but limited scenario planning Spreadsheet forecast that is difficult to maintain No forward-looking forecast model

8. What type of engagement are you looking for right now?*

A recurring subscription for dashboards, reporting, automation, and financial intelligence A focused project or one-time deliverable Contract review, revenue recognition, or ASC 606 support Private consultation or executive advisory support Not sure yet — I want a recommendation

Continue to Extended Survey

Extended Survey

More Precise Recommendation

These additional questions refine the recommendation by evaluating your revenue structure, systems, contract volume, document complexity, operating cadence, and implementation requirements.

9. Which revenue model best describes your business?*

Subscription, recurring revenue, or SaaS Project-based, contract-based, or milestone-based revenue Product, inventory, distribution, or resale revenue Professional services, consulting, or labor-based revenue Mixed revenue streams Not sure which category fits best

10. How complex is your revenue recognition environment?*

Simple billing and straightforward revenue timing Multiple revenue streams, service levels, or contract types Contracts include bundled services, milestones, renewals, discounts, or amendments ASC 606 analysis, standalone selling price analysis, or audit-ready documentation is needed

11. How many contracts would likely need review or revenue recognition analysis?

None right now Up to 10 contracts 10 to 25 contracts 25 to 50 contracts More than 50 contracts or ongoing high-volume review

12. Which systems or tools are part of your current finance and revenue workflow? Select all that apply.

Accounting / ERP

QuickBooks Xero NetSuite Sage

CRM / Sales

Salesforce HubSpot Pipedrive Other CRM or sales platform

Billing / Payments

Stripe Square Shopify Other billing or payment platform

Reporting / Planning

Excel or spreadsheet reporting Power BI Tableau Other reporting or planning tool

13. Where does important financial, revenue, contract, or operational data currently live?*

Structured system data Excel files or spreadsheets Contracts, PDFs, Word documents, or unstructured files Email, shared folders, or manual document storage Multiple disconnected locations

14. Do you need financial models or strategic planning tools? Select all that apply.

Forecasting or scenario planning model Strategic pricing model Profitability model Quarterly market analysis Cash flow, runway, or capital planning model Not a priority right now

15. Which framework areas need clearer structure? Select all that apply.

Financial reporting framework KPI framework Pricing framework Revenue recognition framework Operating metrics framework Not a priority right now

16. Do you handle healthcare-related financial, operational, or contract data that may require enhanced safeguards?*

Yes Possibly, but we need to confirm No Not sure

17. How much implementation involvement do you want from Revenue Partner Pros?*

Guided setup with a defined scope Build and automate the reporting, dashboard, model, or framework structure Integrate systems, documents, workflows, and reporting outputs Provide executive-level financial strategy, interpretation, and ongoing leadership support

18. Which implementation profile best describes your business?*

We need a stronger foundation for reporting, KPIs, and financial visibility We need automation and scalable infrastructure across systems or workflows We need deeper performance management, profitability insight, and decision support We need strategic finance leadership, executive interpretation, and advanced decision support

Return to Brief Survey