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Not at all! Providing access to your files is quick, straightforward, and easy. Our team will work with you to obtain what we need to start working.

Each company’s growth stage is dependent on their journey. This is why our team regularly monitors your progress to help benchmark the support we provide against the support you need. Our goal is to scale with you so you can grow with confidence.

Each member of the C-Suite should offer a unique set of skills that blends well with each other. To that end, hiring a fractional CFO should feel like bringing a new superhero, with complimentary strengths, onto your team. As we monitor your financial goals we will seek to alert you to when an in-house fCFO would be an appropriate fit for your growth goals.

Successfully scaling a company is combination of strategy, grit, determination, a compelling story, an amazing product or service, and the right team. Unfortunately hiring the right people can take time, cost a lot of money, and lead to a lot of frustration – but with enough money and patience it can be very rewarding. 

On the other hand, outsourcing an entire department can be quick, relatively painless, financially more attractive, and can reduce frustration – but becomes less practical the larger a company becomes.

This is why we prefer to work with companies with revenues between $500,000 and $100,000,000 per year. As your company reaches the upper revenue limit we will work with you to build out your own finance team that will help propel you to new heights!

We have yet to meet a Founder that loves paying taxes – either at the business level or personally. This is why it is important to regularly complete tax strategy reviews of both the business’s taxes along with the Founder’s personal taxes. It is our goal to help our Founders regularly explore legal ways to keep as much in their personal and business accounts each year.