FAQs

We work more closely and more flexibly with you than a temporary agency can. Your needs may require various and infrequent scheduling requirements (e.g., once a week, once a month, twice a week, etc.), and we can meet those needs. With us, you can also schedule time directly with your CFO/Controller, which would be much more difficult to do with a temporary agency.

Our services are affordable to most small- and mid-sized businesses. Typically, we charge from $130-$150 per hour in quarter-hour increments. Our low overhead and fair hourly rates allow you to obtain a seasoned CFO/Controller at a historically unattainable cost.

For specific assignments (i.e. mergers/acquisitions/sales, etc.) we will work with designated key team members under CEO approval until the project is completed. For monthly operational accounting and financial engagements, we oversee your entire accounting department. If desired, we can also oversee treasury, billing and receivables, payroll, human resources, and purchasing for start-up or early growth firms.

You will be billed on an hourly basis. We may ask you to fund a retainer before starting work.

Simply put, we don’t need a corporate office to help you achieve your financial goals. Like many companies, our virtual environment gives us the flexibility to work at your office or at our respective home offices depending on your needs.

Your CFO/Controller will be held to the same standard as the rest of your employees. We will happily sign an NDA (Non-Disclosure Agreement) upon request.

The initial consultation is a complimentary meeting during which we’ll discuss your company’s goals, the nature of our relationship, and whether the engagement is a win-win.

You and your CFO/Controller agree upon the scope of the project and the hourly rate. Once both parties have signed the agreement, work will begin. You’ll receive a copy of the agreement for your records.

To achieve your goals, your CFO/Controller will need access to your accounting software. You can establish a separate username for your CFO/Controller and/or you can provide access through a web-based hosting company or Citrix connection. Ideally, your CFO/Controller will have immediate 24-hour access to your data. (Your CFO/Controller, as with any permanent staff, should have system restrictions that adhere to internal control procedures.)

Your CFO/Controller will follow the project guidelines as per the signed agreement. As he or she gets more involved with the company, your CFO/Controller may uncover other financial issues that could change the list of priorities. We’ll work closely with your company leadership to resolve any unforeseen issues in addition to achieving your original goals.

We’ll adapt our services to your company’s changing needs. We’ll help you interview your permanent CFO/Controller and oversee an orderly transition of duties until we are phased out. If desired, we can also provide occasional advisory services going forward.