Why should I choose your firm over larger competitors?

We offer a personal, hands-on approach and deep expertise in navigating both growth and difficult situations. Our goal is not to build your company into our platform, it's to help you through the current moment and prepare you for the next phase of business. We are a small team and keep a small roster of clients at any given time. We are not chasing scale, we are looking to support you.

What is a fractional CFO, and how can one help my business?

A fractional CFO is a part-time or outsourced Chief Financial Officer who provides senior-level financial guidance without the expense of a full-time hire. For startups and small companies, this means access to strategic advice on cash flow, forecasting, and turnaround planning when you need it most. Our licensed CPA-led team has helped businesses raise millions in funding by creating financial strategies, preparing financial documents, and advising on investor relations. We’ve also renegotiated bank agreements and scaled operations with confidence.  

How is a fractional CFO different from a bookkeeper or accountant?

A bookkeeper records daily transactions, and an accountant ensures compliance and reporting. A fractional CFO goes further by analyzing trends, creating forecasts, building financial models, and advising leadership on major decisions like fundraising, mergers and acquisitions, or restructuring. Think of bookkeeping as recording history and CFO services as shaping the future. Many clients use us for both; we clean up and manage the books while providing CFO-level insight.  

Do you also provide bookkeeping and accounting services?  

Yes. We handle the full accounting function, including bookkeeping, payroll coordination, monthly closes, and GAAP-compliant reporting. We also offer dashboards and KPIs that give management and investors a clear picture of performance. Having one partner for both accounting and CFO services ensures consistency, accuracy, and speed in decision-making. This approach improves financial reporting and strategic planning coordination, leading to more informed and effective business decisions.  

Can you help if my business is facing financial DIFFICULTIES?  

Yes. Ideally, we'd like to partner with you early to avoid a restructuring. Whether you’re dealing with cash flow shortfalls, lender covenant violations, or decreasing profitability, we act quickly to stabilize the business. This includes building a 13-week cash flow model, identifying unnecessary costs, and disseminating information to maintain stakeholder confidence. We’ve helped clients avoid defaults, preserve jobs, and regain stability allowing management to build back into growth.  

How do you use automation and AI in finance?  

We help clients modernize their finance operations by sourcing and implementing automation and AI tools. These tools reduce manual effort, cut errors, and provide faster insights. Examples include:  

• Automated accounts payable and receivable processing  

• AI-driven forecasting and variance analysis  

• Expense management automation  

• Real-time dashboards for decision-making  

You may not have the budget for a full AI makeover today, but there are tools we can implement quickly to great effect.

What types of companies do you work with?

We primarily support startups and small companies in technology, SaaS, consumer products, manufacturing, and professional services. Whether your business is growing rapidly or facing challenges, we understand your needs and tailor our services to your stage, size, and sector. This ensures you feel understood and well-served.  

How quickly can you get started?

We usually begin with a discovery call. From there, we can often create initial impact within 2 to 3 weeks, whether implementing a cash flow model, cleaning up accounting systems, or stepping in as acting CFO. Our process is designed for quick value delivery because we know that in finance, time is essential, giving you relief and confidence in our efficiency.  

How do you price your services?  

Our pricing is flexible and tailored to your needs. Options include monthly retainers for ongoing CFO support, project-based pricing for turnarounds or system implementations, and hybrid models that combine accounting and CFO services. The aim is always to deliver measurable ROI, whether that involves saving staff hours, reducing errors, raising capital, or avoiding costly defaults.