Frequently Asked Questions About Our Fractional CFO Services

  • A fractional CFO is a part-time or contract-based Chief Financial Officer who provides strategic financial leadership without the cost of a full-time executive. You get high-level finance expertise when you need it, tailored to your business’s size and goals.

  • Growing companies often outpace their internal finance capabilities. A fractional CFO helps you manage cash flow, budgets, reporting, and strategic planning — all without the overhead of hiring a full-time executive.

  • We offer financial planning and analysis (FP&A), cash flow forecasting, monthly close oversight, board-level reporting, pricing and cost deep dives, funding support, strategic budgeting, tax compliance, and interim CFO coverage.

  • We work with businesses across industries, including manufacturing, professional services, healthcare, SaaS, and logistics. Our experience spans Fortune 500s, PE-backed companies, and fast-growing SMBs.

  • Pricing is based on scope, complexity, and level of engagement. We offer flexible, tiered packages after a discovery call to align with your business stage and financial goals — no cookie-cutter rates.

  • We create tailored proposals based on your unique needs. We don’t believe in rigid, one-size-fits-all pricing models.

  • It starts with a 45-minute discovery call where we understand your business, challenges, and priorities. From there, we propose a clear scope of work and action plan

  • Absolutely. We collaborate closely with your internal or external accounting team to provide strategic oversight and elevate your financial decision-making.

  • We offer bookkeeping, payroll, and tax compliance support through our vetted partners or internal team, depending on your needs.

  • Bookkeepers handle day-to-day transactions. CPAs focus on tax and compliance. A CFO looks forward — driving strategic decisions, forecasting, scenario planning, and performance improvement.

  • Depending on your engagement level, we offer weekly, bi-weekly, or monthly check-ins, along with on-demand support as needed.

  • Yes. We support investor presentations, prepare financial models, and assist with bank or VC/investor communication to improve your chances of success.

  • Yes. We lead annual planning, rolling forecasts, zero-based budgeting, and multi-year growth modeling to align finances with your business goals.

  • Definitely. We identify inefficiencies, analyze cost drivers, and implement pricing discipline and cost control to protect your bottom line

  • Yes. We create clear, concise board decks, KPI dashboards, and performance commentary tailored for stakeholders and investors

  • Yes. We work remotely with clients across the U.S. and can provide onsite support for key events or transitions if needed. We can also support all state tax complaince too.

  • After discovery call and engagment letters signed, we will start with deep dive calls/face to face meeting (if needed) and start the assignment.

  • We prefer Quickbooks Pro for book keeping services. We are also fluent on Power BI, Microsoft excel, Syft for analytical work. We adapt to your systems and help streamline them if needed.

  • Yes. We can step in during CFO transitions, maternity leaves, or while you're hiring — maintaining continuity and momentum.. We will manage your finance team if needed

  • If you’re scaling, feeling overwhelmed by numbers, preparing for fundraising, or need sharper insight into performance — it’s time for strategic finance support

  • It varies — we want to build long term working relationship with you. Booking keeping, analytical support typically requires ongoing monthly support. Other projects can be time bound. We flex as your needs evolve.

  • We blend Fortune 500 rigor with small & medium business practicality. You get honest, hands-on finance leadership — no fluff, no templates, no junior analysts.

  • Yes. We support audit preparation, internal controls, and fraud risk mitigation — ensuring your financials hold up under scrutiny

  • Absolutely. We use secure platforms and follow best practices for confidentiality and data protection.

  • Yes. We don’t just deliver reports — we explain them, challenge assumptions, and give you clear takeaways for better decision-making

  • Both. We work with funded startups, family-run businesses, and mature companies — tailoring our approach to your stage and ambition.