FAQ’s
Have questions about how our CFO services work? This page provides clear answers to the most common inquiries we receive from business owners, from pricing and contract terms to project-based support and specialized financial guidance.
General Info
We primarily work with owner-managed businesses that are looking to gain greater financial clarity or resolve accounting challenges.
Our pricing structure is outlined on our website. For larger clients, we often supplement the full-time CFO role by supporting key projects and providing additional oversight.
Yes. We tailor every engagement to your objectives—whether you need help with a single project or ongoing strategic financial support.
Our agreements can be canceled with 14 days’ written notice. We work closely with business owners and CFOs to ensure the engagement structure fits their needs.
No, we do not provide audit services.
Yes, we assist clients with preparing financial projections required for SBA loan applications.
Yes, we have experience supporting commercial real estate investors with financial analysis and oversight.
Fractional CFO Services
A Fractional CFO is a part-time or contract-based financial executive who provides high-level financial strategy, forecasting, budgeting, and oversight—without the cost of a full-time hire.
You get executive-level financial leadership, strategic planning, and improved financial performance—without committing to a full-time salary and benefits.
We tailor our engagement to your needs. Most clients meet weekly or bi-weekly, but we can scale up or down depending on the complexity and phase of your business.
Bookkeeping Services
Our bookkeeping includes transaction categorization, bank reconciliations, financial statement preparation, accounts receivable/payable tracking, and more.
Yes, we primarily use QuickBooks Online and Xero, but we’re familiar with a variety of platforms and can adapt to your current setup.
We offer flexible bookkeeping solutions with monthly, bi-weekly, or even weekly updates, depending on your business needs. Each period includes a review by a qualified accountant to ensure accuracy and timely financial reporting.
Tax Services
Yes, we handle both business and individual tax preparation and planning, including multi-state filings and quarterly estimated tax payments.
Our team stays up to date through continuing education, training, and active monitoring of IRS and state-level updates. We ensure our clients remain compliant and informed.
We offer both. Our tax services go beyond annual filing—we provide proactive, year-round tax planning to help you minimize liability, take advantage of deductions and credits, and stay compliant with changing tax laws.
Potentially. While we can’t change your underlying tax circumstances, we can help ensure you’re taking full advantage of available tax laws so you pay what you owe—nothing more.
We provide basic sales-tax guidance and assessments. For more specialized needs, we partner with firms that focus specifically on sales-tax compliance and strategy.
Transaction Advisory
We provide financial due diligence, quality of earnings reports, valuation support, and deal structure guidance for mergers, acquisitions, and divestitures.
The earlier the better—ideally before letters of intent are signed. We can help identify risks, assess value, and ensure you’re negotiating from a position of strength.
We support a range of transactions including mergers, acquisitions, business sales, due diligence, and financial modeling. Our goal is to help you make informed decisions, identify risks, and maximize value throughout the transaction process.
Yes. We can help analyze financials, assess risks, and evaluate whether the opportunity fits your goals.
