FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our fees are driven by the complexity and responsibility of the work, not simply hours worked. Key drivers include: Company size & revenue Industry complexity (biotech, government contracting, regulated sectors) Stage (startup, growth, turnaround, pre-transaction) Depth of involvement (advisory vs. execution) Reporting, compliance, and audit requirements (if applicable). Clients can choose the model that best fits their needs and budget: Monthly Retainer – Predictable cost for ongoing CFO/Controller/Accounting support Project-Based Fees – Clearly scoped deliverables with fixed pricing Hybrid Models – Retainer + defined projects (common for growth companies) There are no surprise invoices—scope and pricing are agreed upfront. As your business evolves, so can the engagement: New services are discussed before work begins Fees adjust only with agreed scope changes No “scope creep” surprises This ensures alignment, trust, and long-term partnership, extremely competitive and fair.
- What is your typical process for working with a new customer?
Our Typical Client Engagement Process 1. Initial Discovery & Fit Assessment Objective: Confirm alignment before any commitment. Introductory conversation to understand the business, goals, and challenges High-level review of financial complexity, industry requirements, and urgency Determine whether CFO-level, Controller-level, or project support is appropriate Outcome: ✔ Mutual confirmation of fit ✔ Clear understanding of priorities and expectations 2. Financial & Operational Diagnostic Objective: Establish a fact-based starting point. Review of current financial statements, reporting processes, and controls Assessment of cash flow, forecasting, and financial visibility Identification of risks, gaps, and quick-win improvements Industry-specific considerations (e.g., compliance, audits, grants, contracts) Outcome: ✔ Baseline assessment ✔ Prioritized action roadmap 3. Engagement Scope & Pricing Alignment Objective: Eliminate ambiguity before work begins. Define scope, deliverables, cadence, and decision authority Select engagement structure (retainer, project, or hybrid) Align on communication rhythm and escalation paths Outcome: ✔ Signed engagement agreement ✔ Transparent pricing with no surprises
- What education and/or training do you have that relates to your work?
We have on staff CPAs and MBA graduate, along with accountant with more than 20 years of experience.