• What if I’m not ready for ongoing CFO support?

  • That’s common. Many founders start with a one-time strategy session or a targeted project. Others wait until the business reaches a point where ongoing CFO partnership makes sense. There’s no pressure to move into a retainer. We’ll recommend the level of support that fits your situation.

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• Do you require a monthly retainer to work with a fractional CFO?

  • No. We offer one-time strategy sessions, targeted projects, and ongoing CFO partnerships. Not every founder needs ongoing support - and we don’t force a single path.

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• Do I need a bookkeeper to work with you?

  • For comprehensive models and ongoing support, yes. Our work builds on clean, reliable bookkeeping. If you already have a bookkeeper, great. If you don’t, we can help you choose one and get the basics in place before moving into CFO work.

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• Do you offer bookkeeping or accounting services?​

  • No. We focus on CFO-level strategy, interpretation, and decision support. Most of this work is dependent on having solid underlying numbers. We can recommend CPG specialized service providers, if you need to dial in the basics first.

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• Do you have partnerships or referral relationships?​

  • We regularly collaborate with other providers across accounting, tax, operations, and growth. We don’t accept referral fees or kickbacks. If a referral arrangement ever includes compensation, we ask that it's passed directly to you as a discount. This means you can be confident that our recommendations are always made with your best interests in mind.

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• How do I know if this will be worth the investment?​

  • Our work is designed to support higher-quality decisions around cash, growth, and fundraising. That might look like:

    • avoiding a bad hire

    • raising the right amount of capital at the right time

    • spotting cash issues earlier

    • or pressure-testing a plan before it becomes expensive

                 ...if these decisions aren’t relevant yet, it may be too early - and we’ll tell you that.​

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• What makes your approach different from other fractional CFOs?​

  • We don’t measure our value by hours worked or reports delivered. We measure it by whether founders see issues earlier, understand consequences, and make decisions they don’t regret. That’s why our work focuses on interpreting the numbers, not just producing them - especially around cash, growth, and fundraising.