Question 1

Do you really know technology, or is this generic finance advice?

Accepted Answer

We have served clients across 50+ industries since 2012, technology included. The bench includes operators who have run finance, AI, or systems work inside this sector — and we will bring sector-specific KPIs, accounting nuances, and benchmarks into the engagement, not boilerplate.

Question 2

What revenue range typically fits your engagements?

Accepted Answer

Most of our engagements are with $1M–$50M businesses that have outgrown bookkeeping but are not ready for a full-time finance executive. If your numbers fall outside that range, we will tell you honestly whether we are the right fit on a discovery call.

Question 3

What does an engagement typically cost?

Accepted Answer

Ongoing fractional CFO engagements often start around $3,500/month after discovery. Fractional CAIO engagements often start around $5,500/month, with fixed-fee discovery sprints typically in the $7,500–$15,000 range. Final scope is set after a 30-minute discovery call.

Question 4

What is your cancellation policy?

Accepted Answer

Standard engagements include a 30-day, no-questions cancellation policy. The relationship has to earn its place every month.

Question 5

Do you replace our existing accounting team or work alongside them?

Accepted Answer

Either, depending on what you need. We coordinate with whoever is keeping your books — internal team, outside firm, or both — and bring CFO, CAIO, and systems-grade leverage on top. Where you need to rebuild the team, we can scope that too.

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