FAQ
What types of businesses do you work with?
We primarily work with small and growing businesses, especially service-based and founder-led companies. If you need clean books and strategic financial guidance, we’re likely a good fit.
Do I need a fractional CFO, or just bookkeeping?
If you only need accurate records and compliance, bookkeeping may be enough.
If you want help with forecasting, cash flow, growth decisions, or profitability, fractional CFO support adds significant value. Many clients start with bookkeeping and add CFO services as they grow.
How much do your services cost?
Our pricing is typically offered as a monthly flat fee based on the scope and complexity of services. After an initial consultation, we’ll provide clear, upfront pricing—no surprise bills.
Do you work remotely?
Yes. We work with clients virtually and use secure, cloud-based systems to support businesses across the U.S.
What accounting software do you use?
We primarily work with QuickBooks Online but can support other platforms depending on your needs. We’ll also help optimize or clean up your existing systems.
How often will we communicate?
That depends on your service level. Bookkeeping clients typically receive monthly reporting, while fractional CFO clients often have regular check-ins (monthly or quarterly) to review financials and strategy.
Can you clean up messy or outdated books?
Absolutely. Book cleanups are a common starting point, especially for businesses that have outgrown DIY accounting.
How do we get started?
Just schedule a free consultation. We’ll talk through your needs, answer questions, and recommend next steps—no pressure.