Schedule Your Fractional CFO Consultation
Ready to take your business to the next level? Book a fractional CFO consultation to discuss your goals, challenges, and how we can help. Our fractional CFO consultation is complimentary and designed to give you clarity on next steps.
Trusted by mission-driven organizations and
high-growth companies
What to Expect
Our onboarding process is designed to be seamless and efficient, ensuring we understand your needs and set the foundation for a successful partnership.
Initial Discovery Call
We begin with a comprehensive discussion to understand your business, financial challenges, and immediate priorities.
Proposal & Engagement Letter
Based on our initial conversation, we provide a tailored proposal and engagement letter outlining our services and mutual expectations.
Financial Diagnostic & Data Collection
Upon agreement, we gather necessary financial data and access to relevant platforms to conduct a thorough diagnostic of your current financial operations.
Tailored Roadmap Delivery & Kick-Off Call
We present a customized onboarding roadmap detailing accounting cleanup, system integrations, financial modeling needs, and reporting timelines, followed by a kick-off call to initiate our collaboration.