Frequently Asked Questions

  • 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.

  • 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.

  • Yes. We serve clients nationwide, remote-first, with scheduled video calls and async written deliverables. On-site work is not the default model.

  • 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.

  • No. We partner alongside your bookkeeper or controller. Strategy, forecasting, and decision support - not AP/AR processing.

  • Usually within one business day (Monday-Friday). Weekend or after-hours notes hear back the next business day.

  • 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.

  • 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.

  • 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.