FAQ
Frequently Asked Questions
How does pricing work?
We work on monthly retainers with clear hour caps — not open-ended hourly drip. Engagements typically start at $5,000/month. After a complimentary 45-minute discovery, you will receive a customized proposal. As a reference point only, fractional CFO retainers in the market often land in the $3,000–$8,000+/month range; your fee depends on tier and scope.
How many hours per month is this?
Typical engagements are about 8–20 hours per month (not per week), depending on tier: Clarity ~8, Growth ~10–12, Board-Ready ~16–20. We protect the cap so the engagement stays sustainable and predictable for both sides.
Do you work remotely?
Yes. We serve clients nationwide, remote-first, with scheduled video calls and async written deliverables. On-site work is not the default model.
Who is this for?
Founders and PE-backed companies that have outgrown a bookkeeper or part-time controller but are not ready for a full-time CFO. If you need bookkeeping replacement or interim full-time cover, we are probably not the right fit — and we will tell you that on the discovery call.
Are you replacing my bookkeeper?
No. We partner alongside your bookkeeper or controller. Strategy, forecasting, and decision support — not AP/AR processing.
How fast do you reply?
Usually within one business day (Monday–Friday). Weekend or after-hours notes hear back the next business day.
What happens after I reach out?
You will get an automated confirmation, then a personal review. We schedule your complimentary 45-minute discovery. If we are a great fit, we send a customized proposal with scope, pricing, and onboarding. No pressure.
What happens during the initial discovery call?
We will discuss your current financial challenges, growth objectives, and how fractional CFO support can help — cash flow forecasting, budgeting, performance analytics, and related decision support.
What happens after the initial discovery call?
If we are a great fit, we will outline a customized proposal including scope, pricing, and onboarding details. No pressure — our goal is to deliver value from the first conversation.