Frequently Asked Questions
Quick answers to common questions about working with us.
What is a finance office?
It's your complete finance function — accounting, treasury, reporting, and strategic finance — delivered by one team. Instead of managing multiple vendors (bookkeeper, CPA, fractional CFO) who don't talk to each other, you get one team that owns the whole picture.
How much does it cost?
Our plans range from $2,500/month for accounting-only to $10k-$50k/month for a full finance office. Most growing businesses start with FP&A-only at $3,500/month for strategic finance and reporting.
When should I hire a finance team?
When you're spending too much time on finances yourself, need better visibility into cash flow and profitability, or preparing for growth, a capital raise, or a potential exit. If you have $5M+ in annual revenue and have outgrown your bookkeeper, it's usually time.
What's the difference between FP&A and full accounting?
FP&A (Financial Planning & Analysis) is strategic — reporting, forecasting, margin optimization, and business insights. Accounting is the operational foundation — closing the books, reconciling transactions, and producing financial statements. Most clients need both.
How is this different from a bookkeeper or accountant?
Bookkeepers and accountants record and report what happened. We interpret the numbers and help you make decisions about what to do next. We've sat in the room where capital allocation decisions get made — at PE firms, at the CEO level. That's a different kind of finance function.
Do you replace our existing CPA?
No. We work alongside your CPA and tax advisor. They handle tax filings and compliance. We focus on the day-to-day finance operations, reporting, and strategy that running a business requires.
How long are your engagements?
Month-to-month. No long-term contracts required. You can pause or cancel anytime with 30 days notice.
How do we communicate?
Email and video calls. We set up a regular cadence based on your needs — typically weekly or bi-weekly for FP&A clients. You also have direct access to your finance team via email.
Can you help with capital raises or M&A?
Yes. For Full Finance Office clients, we prepare data rooms, build investor-ready financial models, and help you tell your financial story to banks, PE firms, or strategic acquirers. We make sure your numbers are airtight before any capital conversation.
How do we get started?
Email us. We'll schedule a 30-minute call to understand what you're working with and see if we're a fit. If we move forward, you typically hear from your finance team within the first week.