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Frequently Asked Questions

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  • A virtual or fractional CFO is a seasoned financial executive who provides high-level financial strategy, reporting, forecasting, and guidance. We partner with growing businesses that need expert financial oversight, but may not yet require or be able to afford a full-time CFO.

  • A bookkeeper manages day-to-day transactions like categorizing expenses and reconciling bank accounts. A controller ensures accurate financial reporting and compliance. A CFO, whether full-time or fractional, focuses on strategic planning, cash flow, pricing, and fundraising. We provide actionable insights at a fraction of the cost and commitment of a full-time hire.

  • You’re likely ready if you're growing quickly but lack financial visibility; need help with budgeting or investor reporting; or feel unsure about cash flow, pricing, or profitability. If your current accountant or bookkeeper isn’t offering strategic guidance, we step in to fill that gap.

  • Our services cover a wide range of financial oversight and strategic support, including:

    • Financial modeling, forecasting, and cash flow planning

    • Strategic planning and budget management

    • Profitability analysis and KPI development

    • Monthly close oversight and financial reporting

    • Fundraising support and investor relations

    • Systems optimization and automation

    • Tax compliance and proactive tax planning

  • We offer monthly retainers based on the level of support you need, starting at a few thousand dollars per month. Whether you’re looking for light-touch advisory or fully embedded CFO support, we tailor a package that fits your business.

  • We follow industry best practices, including:

    • Encrypted file sharing and communication

    • Secure cloud-based systems (e.g., QuickBooks Online, Gusto, BILL, TaxDome)

    • Strict access controls and confidentiality agreements with all team members

  • We work with startups and high-growth companies across SaaS, eCommerce, real estate, and professional services. Most of our clients fall within the $1M–$25M revenue range and come to us during periods of growth, change, or increased complexity.

  • We operate as an extension of your leadership team, leveraging secure technologies to streamline communication. Our suite of tools includes:

    • Slack, Zoom, and email

    • Shared dashboards

    • Accounting and workflow tools (QuickBooks Online, Gusto, BILL, and TaxDome)

    • Direct coordination with your bookkeeper, controller, or finance staff

  • When working with us, you can expect increased profitability, improved cash flow, better financial clarity, and stronger decision-making. Many clients also benefit from support for fundraising and strategic exits. Our expert guidance saves time and gives you peace of mind so that you can focus on growth.

  • We provide clear monthly reporting packages that track KPIs, trends, and progress against your goals. These reports are reference points for regular check-ins where we adjust strategy as needed to stay aligned with your business objectives.

  • Every partnership begins with a discovery call to learn about your business. We then follow up with a custom proposal designed for your business’s unique goals. Onboarding typically takes 4–8 weeks. Most clients engage with us for 6 to 12 months or more, though we also offer shorter-term strategic projects.

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