Question 1

What finance services do you offer for small businesses and startups?

Accepted Answer

We offer comprehensive finance services including strategic finance and forecasting, finance operations and bookkeeping, data automation and dashboards, compliance and tax, and complete finance leadership. Our services are modular so you can engage us for specific functions or build a complete finance team with us.

Question 2

How much do finance services cost?

Accepted Answer

We offer flexible pricing based on scope and engagement type. Retainer services are priced monthly based on complexity and volume. Project work is scoped and quoted upfront. We're transparent about costs from the first conversation with no surprises.

Question 3

What industries do your finance services specialize in?

Accepted Answer

We work across sectors but have deep experience with SaaS, e-commerce, professional services, and venture-backed startups. Our frameworks adapt to your business model whether you're subscription-based, project-driven, or inventory-heavy.

Question 4

Can I use your services if I already have an accountant or bookkeeper?

Accepted Answer

Absolutely. We work alongside your existing team, not against them. Our Co-Pilot service is designed to augment your current capabilities with strategic insight, better tooling, and senior-level oversight. Many clients keep their bookkeeper for day-to-day work while we handle the higher-level finance strategy.

Question 5

Can I start with one finance service and expand later?

Accepted Answer

Yes. Most clients start with a specific pain point like month-end chaos or needing better forecasting. Once we've solved that, we often expand into other areas. There's no pressure to commit to everything at once.

Question 6

What's included in fractional CFO services?

Accepted Answer

Our fractional CFO services include strategic financial planning, fundraising support, board reporting, scenario modeling, KPI frameworks, and senior-level oversight of your entire finance function. We provide executive-level finance leadership without the full-time commitment.

Question 7

How long does it take to onboard finance services?

Accepted Answer

We start with a discovery call to understand your current setup and goals. From there, we propose a tailored scope and timeline. Onboarding typically takes 2-4 weeks depending on complexity, and we handle the heavy lifting of integrating with your existing systems.

Question 8

Do you provide finance services to companies outside the US and EU?

Accepted Answer

Yes, we work with companies globally. Our team operates across time zones, and we're experienced with international accounting standards, multi-currency operations, and cross-border complexities.

Fractional to full finance function for startups: bookkeeping, FP&A, strategic projects, and automation systems.

Tactical

Monthly Bookkeeping & Close

AP & AR Operations

Bank, Credit Card & Wallet Recs

Financial Statements (P&L, BS, CF)

Accruals, Prepayments & Deferrals

Fixed Assets & CAPEX Tracking

Inventory & COGS Accounting

Intercompany & Multi‑Entity

Audit & Due‑Diligence Support

Strategic

Strategic Forecasting & Runway

Scenario & Sensitivity Modeling

Annual Budget Model

KPI & Unit Economics Dashboard

Profitability by SKU/Channel

Board & Investor Reporting Pack

Strategic Planning Workshop

Cash Flow Forecasting & Working Capital

Cohort & Customer Profitability

Pricing Strategy & Optimization

Custom

Compliance

Full Compliance

Corporate Tax

VAT & Sales Tax

Payroll & Benefits Compliance

Contractor & Worker Classification

Statutory & Regulatory Filings

R&D Tax Credits

Full Finance Function

Fundraising & Data‑Room Support

One‑Time Cleanup & Catch‑Up

Accounting System Implementation

SOP & Process Documentation

M&A & Transaction Support

Strategic Diagnostics & Health Check

Financial Due Diligence

Business Valuation Services

Custom

Finance Systems Audit

Dashboard & BI Automation

Custom Analytics & Special Studies

Reconciliation & Data Pipelines

Workflow & Integration Automation

Data Warehouse Setup & Implementation

ERP System Implementation

Financial API Integrations

Financial Reporting Automation

Custom

Finance Services FAQ