Frequently Asked Questions
Quick answers to common questions about working with us.
What is a fractional CFO?
A part-time CFO who works with multiple companies. You get senior financial expertise without paying a full-time salary. Most growing businesses need 5-20 hours per month, not 40+ hours per week.
How much does it cost?
Our plans range from $1,750 to $7,000 per month depending on your needs. Most growing businesses start at $1,750/month for financial analytics and reporting. Compare this to $250K+ for a full-time CFO.
When should I hire a fractional CFO?
When you're spending too much time on finances yourself, need better visibility into cash flow and profitability, or preparing for growth, a capital raise, or a potential exit. If you have $5M+ in annual revenue and have outgrown your bookkeeper, it's usually time.
What do you actually do?
We handle financial reporting, cash flow forecasting, board decks, investor updates, and fundraising prep. We also build the financial models and dashboards your investors expect to see.
How is this different from a bookkeeper?
Bookkeepers record transactions. We interpret them and help you make decisions. A bookkeeper tells you what happened. We tell you what it means and what to do about it.
Do you replace our accountant?
No. We work alongside your bookkeeper and CPA. They handle the day-to-day transactions and tax filings. We focus on strategy, forecasting, and investor relations.
How long are your engagements?
Month-to-month. No long-term contracts required. Most clients stay 12-24 months as an ongoing finance partner. You can pause or cancel anytime with 30 days notice.
How do we communicate?
Slack for quick questions, weekly or bi-weekly calls for deeper discussions, and shared dashboards you can check anytime. We respond to Slack messages within a few hours during business days.
Can you help with capital raises or M&A?
Yes. We prepare your data room, build investor-ready financial models, and help you tell your financial story to banks, PE firms, or strategic acquirers. We make sure your numbers are airtight before any capital conversation.
How do we get started?
Book a 30-minute intro call. We'll discuss your situation, see if we're a fit, and outline next steps. If we move forward, we can typically start within a week.