FAQs

What is a Fractional CFO?

A fractional CFO is a part-time, outsourced financial executive who offers strategic guidance without the cost of a full-time hire. They help with budgeting, forecasting, financial reporting, cash flow management, and investor communication.

What industries do you specialize in?

We serve a wide range of industries including professional services, e-commerce, SaaS startups, nonprofits, and more. Our solutions are tailored to fit your sector’s specific financial challenges and goals.

Do you offer virtual services?

Yes! Our entire service suite is designed to be remote and secure. We use cloud-based accounting tools and encrypted platforms to ensure seamless collaboration no matter where you’re located.

What accounting software do you support?

We’re fluent in QuickBooks Online, Xero, Bill.com, Gusto, Expensify, and other leading cloud solutions. We can help with setup, migration, training, and day-to-day management.

Can you help with tax filings?

Yes, we offer comprehensive tax services including individual and business return preparation, planning strategies, and support in the event of an audit.

What makes you different from other firms?

We combine executive-level experience with personalized service, cutting through the noise to deliver clear insights and reliable support. We’re not just number crunchers—we’re strategic partners who care deeply about your success.

Can you work with my current accountant or CPA?

Absolutely. We often collaborate with existing accountants, CPAs, and tax professionals to ensure seamless service and alignment across your financial ecosystem.

Do you offer cleanup for messy books?

Yes! We specialize in historical cleanup, forensic accounting, and restoring order to chaotic records. Whether it’s one year or five, we’ll dig in and make your books audit-ready.

Is there a contract or commitment required?

We offer flexible agreements based on your business size and needs. Most clients choose month-to-month service plans, while others prefer structured engagements for specific projects or phases.