Frequently Asked Questions

We provide fractional CFO services, AI-powered automation, business consulting, and web development for founder-led businesses. Our focus is on building financial infrastructure and operational systems that scale with you.

Founder-led companies that have outgrown a bookkeeper but aren't ready for a full-time CFO, plus founder-led agencies and service businesses that need senior financial leadership or operational automation without the overhead of a full-time hire.

Yes. We serve clients worldwide. Most engagements are conducted remotely with scheduled check-ins aligned to your time zone.

Most engagements begin within one to two weeks of the discovery call. We start with a focused diagnostic of your current systems and priorities, then move into implementation immediately.

A fractional CFO provides the same strategic financial leadership as a full-time CFO: forecasting, cash flow management, board reporting, investor relations, and finance team oversight. The difference is you get it on a part-time basis, scaled to your complexity and stage.

A fractional model is usually the right fit until you have multi-entity structures, frequent financing events, or an internal finance team large enough to need a dedicated executive. Before that threshold, fractional delivers the same strategic outcomes with better capital efficiency.

You will receive board-ready monthly reporting, rolling 13-week cash forecasts, KPI dashboards with automated updates, and investor-grade financial models. The exact deliverables are scoped during the discovery call.

Yes. The Full Partnership tier includes capital raise readiness: financial models, data room preparation, investor materials, and direct support during due diligence and negotiations.

We build custom AI agents, CRM integrations, reporting pipelines, lead nurturing sequences, client onboarding workflows, and anything that removes repetitive manual work. Each build is scoped to your specific bottlenecks.

Most automations are scoped, built, tested, and deployed within one to two weeks. Complex multi-system integrations may take three to four weeks.

No. Every build includes training and documentation. The goal is systems that run without ongoing technical management from your team.

Pricing is scoped to your specific needs and discussed transparently during the discovery call, so there is no generic rate card. Fractional CFO engagements are priced by scope and complexity, plus a one-time setup fee for onboarding. AI Agency automation starts with a scoped workflow assessment, moves to a single proven build, then optional ongoing retainers as you scale. You will know the exact number before you commit to anything.

There are no long-term lock-ins. Most CFO engagements run month-to-month after the initial onboarding period. Automation builds are project-based with optional retainers.

Yes. The fit call is free. We discuss your situation and establish whether a focused paid review or a broader engagement would help. Detailed analysis and implementation are separately scoped paid work.

It starts with a discovery call to understand your goals and bottlenecks. From there, we build a focused roadmap with prioritized actions. Execution begins immediately with weekly or bi-weekly check-ins to track progress and adjust.

We define clear baselines before implementation and track the measures that fit the workflow, such as handling time, reporting cycle time, forecast accuracy, margin visibility, or conversion rate. Each engagement includes a review cadence to assess evidence and decide whether to continue, revise, or stop.

Yes. The two service lines can be combined when the same workflow needs both financial judgment and better operating systems. The discovery call and paid Assessment determine whether a combined scope is appropriate.

Every system we build includes encryption at rest and in transit, role-based access controls, and complete audit trails. We never route client data through unsecured channels or unvetted third-party tools. Systems are designed to meet SOC 2 principles and GDPR requirements from day one.

Yes. We build with compliance in mind for each vertical. For accounting firms, that means secure document handling and audit-ready workflows. For law firms, it means client matter isolation and bar-compliant data practices. Every build includes a compliance review before deployment.