Site FRI™ · Financial Risk Assessment

Your real risk score.
From your real numbers.

The free diagnostic shows the shape of your financial risk based on what you know. The Site FRI™ Full Assessment runs your actual verified financials through the complete 21-KPI model and gives you a scored report benchmarked against the WA mining services sector that your board, your lender, and your CFO can work from.

21
KPIs assessed
7
Risk zones
5
Business days

Fixed fee · Delivered in 5 business days · Includes 60-min debrief · + GST

Site FRI™ Full Assessment
Financial Risk Assessment
One-off engagement · Fixed fee · No ongoing commitment
From $950 + GST
to $1,250 depending on business complexity · Scope confirmed upfront
21-KPI scoring from your verified financials
WA sector benchmark comparison
Dollar-quantified risk exposure by zone
Board-ready PDF report
Prioritised action plan
60-minute results debrief
Book a Conversation → Take the Free Diagnostic First

Scope agreed in writing · No obligation until confirmed

Fixed fee no open-ended billing
Delivered in 5 business days
Calibrated to WA mining services sector
No ongoing commitment required
Scope confirmed in writing before work begins
What the assessment delivers

Six things in one
board-ready report.

Every deliverable is calculated from your actual verified financial statements not self-assessment, not estimates. The same 21-KPI model used by the Site FRI™ platform, run on your real numbers.

📊
Financial Risk Score

Your composite Site FRI™ score across all 7 zones, calculated from verified data and benchmarked against WA mining services sector averages. A number you can show your board, your lender, and your accountant.

📈
Sector Benchmark Comparison

Every KPI measured against IBISWorld industry data for WA mining and resources services contractors. You see exactly where you stand relative to sector averages by zone, by KPI, with clear green, amber, and red thresholds.

💵
Dollar-Quantified Risk Exposure

Each risk zone translated into a dollar exposure range based on your actual revenue and financial position. Not generic warnings specific numbers. Your Liquidity risk is worth $X. Your Contract concentration is worth $Y.

📋
Board-Ready PDF Report

A full Site FRI™ report with risk radar, zone-by-zone breakdown, benchmark comparison, and findings. Structured to be tabled at a board meeting or presented to a lender without modification.

🎯
Prioritised Action Plan

Three to five specific actions ranked by impact and urgency. Each one tied to a risk zone, with a recommended owner and timeframe. Not a list of generic suggestions actions specific to your numbers and your risk profile.

📞
60-Minute Results Debrief

A structured call to walk through every finding, explain each risk zone in plain language, and agree on priorities before you leave. Most clients use this session to decide whether ongoing CFO support makes sense for their business.

How it works

Four steps.
Five business days.

The process is straightforward. You provide your financial data. We run the model. You receive a verified score and a board-ready report within five business days.

01
Book a conversation

A 30-minute call to confirm scope, agree on the fee, and discuss what financial data you will provide. Scope confirmed in writing before any work begins.

Day 0
02
Provide your financials

Xero or MYOB export, management accounts, equipment finance schedule, and payroll summary. We send you a simple checklist so you know exactly what to provide.

Day 1
03
We run the model

All 21 KPIs calculated from your verified data. 7 zones scored. Benchmark comparison run against WA sector data. Report compiled and reviewed.

Days 2–4
04
Debrief and priorities

60-minute call to walk through every finding. Your score explained. Action plan agreed. You leave knowing exactly where your risk sits and what to do first.

Day 5
Is this right for you

Built for one type
of business.

Site FRI™ is calibrated specifically to WA mining and resources services contractors. If that is not your business, it is probably not the right tool.

Right for you if
You are a WA mining or resources services contractor earthmoving, drilling, maintenance, labour hire, offshore, or engineering
Your revenue is between $3M and $30M per year
You want a verified picture of your financial risk position not a self-assessed one
You have a board meeting, lender review, or financing decision coming up and need credible numbers
You completed the free diagnostic and want to know what your real score is
You are considering Virtual CFO support and want a clear baseline before committing
Probably not right if
Your business is outside WA mining and resources services the benchmarks and KPI thresholds are sector-specific and will not be meaningful for other industries
Your revenue is below $2M at this scale the complexity of a 21-KPI model may not justify the cost
Your financial records are more than 6 months behind we need current data to produce a meaningful score
You need tax compliance or year-end accounting this is not what the assessment covers
Free diagnostic vs full assessment

The diagnostic shows the shape.
The assessment shows the numbers.

Both use the same Site FRI™ model. The difference is the data source and that changes everything about what the score can be used for.

Free Diagnostic
Self-reported · Directional
12 questions 4 minutes
Indicative score based on your responses
Risk shape across 7 zones
Good starting point for a conversation
Not suitable for board or lender use
No verified financial analysis
Free
Common questions

Frequently asked.

Why does the price range from $950 to $1,250?

The fee reflects the complexity of your business. A single-entity contractor with clean Xero data and one or two active contracts sits at $950. A multi-entity group with mixed contract structures, partial data, or a tight timeline sits closer to $1,250. Scope and fee are confirmed before any work begins.

What financial data do I need to provide?

A Xero or MYOB export (or equivalent), your latest management accounts, an equipment finance schedule, and a payroll summary. We send you a simple checklist after scope is agreed so you know exactly what to pull together. Most clients have everything ready within a day.

Is this confidential?

Yes. All financial data shared is treated as strictly confidential. Resources CFO does not share client data with any third party. A confidentiality agreement is available on request before you provide any information.

Do I have to commit to ongoing services?

No. The assessment is a standalone engagement with no ongoing commitment. Many clients use it to decide whether ongoing CFO support makes sense for their business. If it does, we discuss it at the debrief. If it does not, we will tell you that too.

How is this different from what my accountant does?

Your accountant focuses on historical compliance tax returns, BAS, year-end reporting. The Site FRI™ assessment looks at the same financial data and asks a different question: where is the risk building right now, and what is it likely to cost if nothing changes? Different purpose, different output.

Should I take the free diagnostic first?

It is a useful starting point but not required. The free diagnostic takes 4 minutes and gives you a directional risk shape. If your diagnostic score suggests elevated or high risk in multiple zones, the Full Assessment will tell you exactly what is driving it and what it is worth addressing. If your diagnostic score is low, the Full Assessment may confirm you are in better shape than you thought. To understand the full methodology behind the model, visit the Site FRI™ Framework page.

Ready to start

Know your real
risk score.

Book a 30-minute conversation. We will confirm scope, agree on the fee, and get started. If you are not the right fit for this assessment, we will tell you upfront.

Fixed fee · $950–$1,250 + GST · Scope confirmed in writing · No obligation

Scroll to Top