Frequently Asked Questions

Some are actual questions that customers have asked. Some are questions we wish they had asked. 😊

How much does it cost? Will you work hourly?

Please check out the options on our Pricing page. The cost depends on the depth of our relationship. We do not work on an hourly basis, but we might be able to sell you a block of time. We prioritize monthly and longer-term customers.

What size companies will you work with?

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. We have had customers between $250,000 and $10 million in revenue.

Will you do my bookkeeping? It is really messed up.

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.

Why are you the best choice? There are other more established CFO firms out there.

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.

I paid another Fractional CFO to do a model for me, but it is a mess. And it does not capture the nuances of my company.

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.

I already have a Fractional CFO. I just need someone to raise money for me. Can you do that?

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.

Can I ask questions outside of office hours?

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.

What are the payment terms and methods?

We require payment in advance for each month of service. If you start in the middle of the month, the rest of the month is pro-rated. Payment may be made by wire, e-check, ACH, Venmo, Paypal, credit card, or BILL.

Do you offer any guarantees?

If you are not happy with the service, we will refund up to one month of service. We have never had to do this.

Is there a minimum term for the service?

The service is month-to-month. You may cancel at any time during the month. Cancellation will take effect at the end of the month.

Are there any hidden fees?

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

Why don't you have any customers on your website? Can I get any referrals or references?

We do not discuss our particular customers. We have had customers in Consumer Packaged Goods, Marketing, and Defense. Revenues have ranged from $250,000 to $10 million.