TOOLS

Outsourcing
Decision Matrix

co-source, outsource & advisory solutions

Is Your Finance Function Helping or Holding You Back?

Financial operations touch every part of your business—but figuring out how to structure them as you grow isn’t always straightforward. Whether you’re running lean, scaling fast, or simply want more confidence in your numbers, the right support model can change everything.

The HORNE CAS Decision Matrix Tool helps you cut through the complexity and get clarity on what kind of financial support structure is best for your business—right now.

  • See where you land on a quadrant chart that maps your financial complexity and team readiness—visual insight that helps drive better decisions.
  • Uncover your best-fit model—from DIY to Hybrid to Fully Outsourced—based on your unique needs, not generic benchmarks.
  • Get tailored strategic guidance that highlights hidden risks, missed opportunities, and ways to strengthen your finance operations.

Built for Real-World Decisions – whether you’re overwhelmed by growth, unsure about what your team can handle, or just want to check your gut instinct, this tool gives you a grounded, strategic perspective—without the fluff.

Ready to Find Your Fit? Take the 2-minute assessment and get clarity on how to structure your finance function for where you are—and where you’re headed.

Financial Operations Navigator

1. Approximate annual revenue?
2. Current growth trajectory?
3. In‑house finance roles
BookkeeperControllerCFO / Strategist
4. Need help with forecasting / budgeting??
LowModerateHigh
5. Operate in a highly regulated industry??
NoSomewhatYes
6. Current financial visibility?
LowModerateHigh
7. Invoices & bills per month
8. Legal entities / locations
9. Weeks to close the books
10. Finance‑staff turnover (12 mo)
11. Need additional CFO‑level support to hit goals
NoNot SureYep
12. Accounting system

Looking for more ways to strengthen your financial foundation and scale with confidence? Explore our library of tools, templates, and guides designed to support every stage of business growth. And if you’re ready to talk strategy, we’re always up for a conversation.

This tool is meant to give you a helpful starting point and does not constitute financial, legal, or operational advice. For decisions that really move the needle, we recommend chatting with one of our advisors to talk through your unique situation.
b3lineicon|b3icon-list-add||List Add

Financial Operations
Decision Matrix

HORNEADVANTAGE

co-source, outsource, + financial advisory
solutions + resources designed to empower

Looking for more ways to strengthen your financial foundation and scale with confidence? Explore our library of resources for every stage of business growth. If you’re ready to talk strategy or capacity, we’re always up for a conversation. 

b3lineicon|b3icon-round-arrow-right||Round Arrow Right
b3lineicon|b3icon-calculator||Calculator
b3lineicon|b3icon-books||Books
b3lineicon|b3icon-list||List

Achieve Your Business Goals

Ready to take the next step? Our comprehensive solutions are designed to help you optimize operations, improve profitability, and achieve sustainable success.

Automation & Enhanced Productivity

Process automation empowers teams to work more effectively. HORNE finds opportunities to restructure workflows and take advantage of automation.


READ MORE

READ OUR LATEST INSIGHTS

SEE AROUND CORNERS.
INDUSTRY EXPERTISE DELIVERED.