Question 1

What do you handle in finance and accounting?

Accepted Answer

We handle fractional CFO support, controller oversight, accounting and monthly close, catch-up work, and operational support. Everything from board reporting down to transaction coding.

Question 2

How quickly can we begin an engagement?

Accepted Answer

Onboarding is structured and efficient. Finance engagements are typically up and running in days, not weeks. Operations engagements begin with a focused diagnostic before moving into active delivery.

Question 3

What will we receive each month?

Accepted Answer

For finance engagements: reconciled books, financial statements, a close summary, and a review call if needed. Higher tiers cover variance analysis, forecasts, and board packages. For operations engagements: progress updates on active initiatives, implementation milestones, and a regular strategy check-in.

Question 4

Do you work with our accountant and current systems?

Accepted Answer

Yes. We work with QuickBooks, Xero, and all major platforms. We coordinate with your CPA for tax filings and adapt to your existing tools.

Question 5

Do we need to replace our current bookkeeper or accounting team?

Accepted Answer

No. You do not need to replace people or systems that are working. We can lead above the current team, adding financial leadership, oversight and reporting while they continue the underlying work. We can fill a missing layer, whether that is accounting, controller, CFO or finance-related operational support. Or we can manage the finance function through one accountable team.

Question 6

Who do you typically work with?

Accepted Answer

Founder-led companies from pre-revenue through $25M+ in yearly revenue that want professional finance and operations support without hiring a full internal team. Most clients are in SaaS, e-commerce, professional services, or healthcare. Some engage us for finance only, some for operations only, and many for both.

Question 7

What industries do you serve?

Accepted Answer

SaaS and subscriptions, e-commerce and DTC, professional services, startups and venture-backed companies, healthcare and health tech, and creative and digital agencies. Each industry has specific accounting requirements, revenue recognition models, COGS structures, compliance nuances, and we build engagements around those specifics rather than applying a generic template. See the Industries page for a full breakdown.

Question 8

Do you handle tax filing?

Accepted Answer

No. We are not a licensed CPA firm and do not file tax returns or conduct audits. What we do is maintain your books in a clean, accrual-basis state that your CPA can work from directly. We coordinate with your tax preparer before their deadlines, deliver the records they need, and answer any questions they have about the numbers. If you do not have a CPA, we can refer you to one.

Question 9

What does the inquiry and proposal process look like?

Accepted Answer

Four steps. You get in touch, we discuss your situation and review what you already have, we send a scoped proposal with fixed monthly fees, and we begin with a kickoff call to agree priorities for the first month. The pricing estimator and the diagnostics are optional and nothing depends on them.

Question 10

Do you work with companies outside the US?

Accepted Answer

We're based in New York, serving U.S. companies, plus international founders setting up and operating a US entity. If you're unsure whether we're a fit, just reach out.

Financial leadership for better business decisions.

A finance team that fits the work you need.

Fractional CFO

Controller services

Accounting & monthly close

Catch-up & cleanup

Operations support

Not sure which one is you?

Different businesses. Decisions that matter.

SaaS

Startups

E-commerce

Professional services

From the first question to a clear plan.

Start with what needs attention.

Agree on the right support.

Address the priority first.

Common questions we get

See what is happening. Understand why. Know what to do next.

What would a clearer financial picture change?