Please check out the options on our Pricing page. The cost depends on the depth of our relationship. Services are sold in monthly blocks. We do not work on an hourly basis.

We find that companies over $1 million in revenue benefit more from our services because their basic systems are already functioning. As companies get larger, they benefit more from our services, because we are able to solve their complex problems while other CFO firms cannot. That being said, we will consider companies of all sizes if the infrastructure is in place and if we believe we can help. We currently have customers between pre-revenue and $15 million in revenue.

If your bookkeeping is not in order, you will not be able to benefit from a Fractional CFO. Please get your books in order first. Make sure you are using accrual-based accounting. If you are manufacturing, make sure you have a functioning inventory and manufacturing system.

Unlike other CFO firms, we have personally optimized, integrated and run all functions of CPG companies. Most Fractional CFOs, even if they specialize in one area, don’t have deep operating experience in that area. This makes it difficult to be a sounding board for the questions you will have. Being a CPA turned Fractional CFO is not enough. You deserve better.

Most do not have the skill set to do what you need. Five linked Google Sheets with 10 tabs each in them will be difficult to use and maintain. It is a red flag, frankly. We are one of very few partners that Causal recommends, for good reason.

Professional investors appreciate the involvement of a Fractional CFO. It ensures a certain level of quality. The flip side is that the Fractonal CFO is staking his/her reputation on you by talking to each investor. We will not do this unless we have worked with you for a while. If your Fractional CFO cannot raise money for you, you need a different Fractional CFO.

We will provide a Teams or Slack environment for you to ask questions at any time, or you may ask via email. We will respond during office hours, which are 8-5 Monday to Friday, Pacific time.

We require payment in advance for each month of service. Services may begin at any point during the month. Payment may be made by wire, e-check, ACH, Venmo, Paypal, credit card, or BILL.

No. Often client infrastructure or personnel issues prevent results from being achieved as quickly as customers wanted. Clients need to manage their projects and personnel. A Fractional CFO cannot do your management job for you.

Beyond the costs on the Pricing page, you must maintain subscriptions to any services we jointly decide you need.