Frequently Asked Questions

Our Offers

That’s what the clarity call is for. We’ll walk through your current situation and help you make the best decision.
Absolutely. Most clients start with a Clarity Session and move into the Fractional CFO partnership as an immediate next step or down the road as their business grows.
Not at all. We explain everything clearly and build systems that work for how you think and operate.
Yes, but only for ongoing clients who’ve gone through our advisory process. We believe strong systems come before filings. We’re happy to work with your bookkeeper and/or CPA.
We’ll match the cadence to your capacity; but everything we do is designed to simplify, not add complexity.

We work with service‑based business owners who want to understand their finances and grow profitably. If you're looking for more than just tax filing and want to work with someone who sees the bigger picture, we’re here.
We’re advisory-first and future-focused, not high‑volume or transactional.
Instead of just reviewing the past, we build a strategic foundation with ongoing support, clear guidance, and transparent pricing.
We help clarify your financial situation so you can move forward with confidence.
Common concerns include:
- “Am I actually making a profit?”
- “What should I be saving for taxes?”
- “Can I afford to hire?”
- “How do I plan ahead when I feel behind?”
Your finances become a tool: whether that’s for your next hire, your first vacation in years, or finally raising your prices.
Before: You’re working hard, but spreadsheets and numbers feel confusing or incomplete.
After: Up-to-date financials, clear goals, a 12-month outlook, and a strategic action plan.
Instead of focusing on filing and the past, we start with where you want to go – your goals, your vision – and create a meaningful, actionable plan to get you there, all while giving you clarity and structure.