Frequently Asked Questions

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

Seed to Series A startups, founder-led agencies, and service businesses with 10 to 80 employees 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.

Fractional CFO engagements run $3,000 to $12,000 per month depending on scope, plus a one-time setup fee. Automation builds are $3,000 to $15,000 one-time with optional monthly retainers for ongoing optimization. All pricing is discussed transparently during the discovery call.

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 discovery call is a free 30-minute session where we map your current situation, identify the highest-impact next steps, and determine whether there is a good fit.

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 measurable outcomes: hours saved, reporting cycle times, forecast accuracy, margin improvements, and conversion rates. Every engagement includes a 30-day review.

Absolutely. Many clients combine fractional CFO with automation, getting financial leadership and the systems to support it in one engagement. The CFO + Automation tier is our most popular package for exactly this reason.

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.