Frequently Asked Questions

I already have a bookkeeper/accountant. Why would I need a CFO?

Bookkeepers and accountants keep your financial records in order. A CFO helps you use that financial data to make smarter decisions, grow profitably, and stop leaving money on the table. Think of it this way: bookkeepers and accountants record the past. A CFO is concerned about the future of the business. We work alongside your existing team to translate the numbers into strategy.

I don't think my business is big enough for a CFO.

You don't need to be a $10M company to benefit from CFO-level strategy. Our services are specifically designed for growing service-based businesses between $500k-$5M who need strategic financial guidance before they can justify a full-time CFO salary. We meet you right where you are and help you scale smart- with the numbers to back it up.

I don't understand financial jargon. Will this be over my head?

No finance degree required! We specialize in breaking down complex concepts into plain English so you can make confident decisions without getting lost in spreadsheets. We will meet you at your level- and we'll grow from there.

How do I know this will be worth the investment?

This isn't just about keeping your finances in check- it's about making more money, keeping more of it, and planning for sustainable growth. I focus on profitability, cash flow, pricing, and operational efficiency so you get a real return on every dollar you invest in this partnership.

I'm overwhelmed and don't have time to do this right now.

That's exactly why you need a CFO. You don't need more hours in your day- you need a strategic partner who helps you make faster, better decisions and frees you up to focus on what only you can do. We take the financial weight off your shoulders.

What if I feel embarrassed about the state of my finances?

You're not alone- and you have nothing to be ashamed of. Most business owners weren't taught how to read financials or use them strategically. We approach every client with professionalism and zero judgment. You don't have to have it all figured out. That's what we are here for.

Can't I just Google this or use AI to do it myself?

Software gives you data. AI gives you the basics. We give you insight. You can Google answers all day- but nothing compares to having a seasoned CFO with 25+ years of financial experience by your side, tailoring strategy to your exact business model and goals.

What exactly happens during a Right Fit Meeting?

This is a no-pressure, zero-obligation conversation where we explore your business is today, what's keeping you up at night, and where you want to go. You'll walk away with clarity- even if we decide we're not the right fit.

Do I have to commit to a long-term contract?

Not at all. Our services are offered on a flat monthly basis with a clear scope and deliverables. We work together month-to-month and you stay in control. Work with us for as long as it's valuable to you. It's flexible, straightforward and designed to scale with your business as your needs grow.