Quick answers to common questions about our services, process, and support.
FAQ
Frequently Asked Questions
General Questions
What is a Fractional CFO, and how is it different from a full-time CFO?
A Fractional CFO provides high-level financial strategy, forecasting, and oversight on a part-time or project basis—giving you executive-level guidance without the cost of a full-time salary.
What types of businesses benefit most from your services?
Our services are ideal for small businesses, startups, and growth-stage companies that need strategic financial planning, accurate reporting, and compliance—but aren’t ready to hire in-house finance staff.
How are your services structured—retainer or project-based?
We offer flexible engagements, including monthly retainers for ongoing support and ad hoc packages for one-off projects like financial modeling, valuations, or funding strategy.
How Our Core Services Work Together
Answers to common questions about the process.
What happens first when I sign up for your services?
We start by reviewing your current books, tax position, and business entity setup. If there are gaps or errors, we’ll clean up the historical data and flag any compliance issues—ensuring we’re working from a clean, accurate financial foundation that supports effective planning and decision-making.
→ This includes Bookkeeping Oversight & Reporting and an initial review under Tax Strategy & Legal Compliance.
How do you build the financial plan?
Once we have clean financials and a solid structure, we build a tailored financial model. This includes forward-looking forecasts, budgets, KPIs, and scenario analysis to support decision-making and growth planning.
→ This is the core of Financial Planning & Forecasting.
What ongoing support do I get after the plan is built?
We stay involved to monitor tax-saving opportunities, ensure continued compliance, and adjust your forecasts as your business evolves. We work directly with your CPA or legal team as needed.
→ This is part of our ongoing Tax Strategy & Legal Compliance support.
Pricing and Contracts
Answers to common questions about our costs and contracts.
How much do your services cost?
It depends on the size and complexity of your business. We provide quotes only after an initial meeting so we can assess your needs and the level of support required.
Do you have a price sheet?
No, we don’t offer a public price sheet. Every engagement is tailored, and costs vary depending on team size, transaction volume, and overall financial complexity.
Do I need to sign a long-term contract?
No. Our services are flexible month-to-month. You can start with one core service or bundle all three for more comprehensive support.
Bookkeeping & Reporting
Answers to common questions about what we offer in our bookkeeping oversight & reporting service.
Do you handle day-to-day bookkeeping?
No. We don’t offer bookkeeping directly. Instead, we monitor the financial records being maintained by your bookkeeper to help spot inconsistencies, improve categorization, and ensure the data is usable for internal financial planning and decision-making.
We do not perform audits or provide formal assurance services.
Can you clean up past bookkeeping errors?
Yes. We often begin engagements by cleaning up past financial records to ensure everything is accurate before building forecasts or financial models.
What can your bookkeeping oversight do that my bookkeeper or accountant can’t?
Most bookkeepers focus on recording transactions, and many accountants focus on compliance and reports. Our role is to step in between—to review and oversee the financials at a strategic level. We make sure your books aren’t just “done,” but done right, so they can be used confidently for planning, analysis, and decision-making.
Tax Strategy & Planning
Answers to common questions about what we offer in our tax strategy & legal compliance service.
Do you file taxes for clients?
We don’t file directly. We coordinate with your CPA or our tax planning partners to ensure your filings are accurate, compliant, and aligned with your financial strategy.
Can you help reduce my tax liability?
Possibly. It depends on how your business is currently structured and managed. We’ll review your financials and entity setup to identify any missed opportunities or inefficiencies. In some cases, simple changes can lead to real tax savings—other times, you may already be in the best position. Either way, we’ll help you know for sure.
I already have a bookkeeper or CPA—why would I need your help?
Your CPA is usually focused on filing taxes and staying compliant. Your bookkeeper is focused on recording transactions. We focus on strategy and oversight.
We ensure your books are accurate, your business is set up correctly, and that your CPA is working with clean, reliable data. We’re not here to replace your CPA—we work alongside them to make sure your financials support both your short-term filings and long-term growth.