Frequently Asked Questions

How do I know if my business is ready to invest in fractional CFO services?

Fractional CFO services are best suited for businesses consistently generating a five-figure income each month. If your business is making money but struggling to see it translate into financial stability, it is time to consider investing in fractional CFO services. Having a financial ally on your side provides the leadership, accountability, and strategic guidance you need to drive your business to new heights. Click here to learn more about the benefits of working with a fractional CFO.

Which accounting / bookkeeping software do you use?

As a QuickBooks Pro Advisor, Quickbooks Online is my preferred choice for bookkeeping software. If you don’t currently have a QuickBooks Online account, we’ll work closely together during the onboarding phase to get you set up and ready to start monthly bookkeeping services.

Is my business too small for bookkeeping?

Absolutely not! The ideal time to enlist a bookkeeper was yesterday, but today is just as crucial. Whether you're an independent service-provider or a small business who outsources support, staying on top of your sales, expenses, and profits is paramount for long-term success. By maintaining accurate financial records, you gain valuable insights to fuel growth and steer clear of potential pitfalls. Don't underestimate the power of sound bookkeeping—start maximizing your business's potential today!

When should I consider hiring a bookkeeper?

It's time to bring in a bookkeeper if you're overwhelmed by bookkeeping tasks or sense that your financial records aren't IRS-ready. If you find yourself procrastinating on these duties or burning the midnight oil to make sense of it all, it's a clear sign. Even if you believe your books are manageable, hiring a bookkeeper frees up valuable time, allowing you to concentrate on business growth and pursuits you're passionate about. Say goodbye to bookkeeping stress and hello to more freedom to thrive in your business endeavors!

Do you provide tax filing services?

Absolutely! Tax filing services are available for existing clients and new bookkeeping clients. Please note that tax filing services are included in our comprehensive CFO services package. Let us handle your taxes so you can focus on what matters most—growing your business!

What can I expect from working with a fractional CFO?

Partnering with a fractional CFO means gaining a dedicated financial ally who keeps you accountable, provides invaluable insights, and collaborates closely to strategize and achieve your business goals. Experience the confidence and support you need to propel your business forward with expert financial guidance at your side.

How much support can I expect from you as my fractional CFO?

Your level of access depends on the package you choose. With our monthly bookkeeping service, you'll enjoy unlimited email support. As a valued CFO client, you'll receive advanced comprehensive support, including unlimited email support, Voxer access for direct communication, a monthly video call for personalized guidance, and access to a customized financial dashboard. Choose the level of support that aligns with your business needs and enjoy peace of mind knowing expert assistance is always within reach.

Do you recommend keeping track of all my receipts?

It's highly recommended to retain all business-related receipts and expenses. These receipts serve as crucial documentation to validate your business transactions as legitimate expenses. Properly organizing and categorizing your receipts ensures accurate record-keeping and simplifies tax filing processes. Don't overlook the importance of preserving receipts— they're your financial evidence for a thriving and compliant business.

Is bookkeeping solely for tax purposes?

No, bookkeeping is far more than a last-minute tax preparation task—it's an ongoing necessity for business success. Regular bookkeeping provides real-time insights into your financial performance, allowing you to identify strengths and areas for improvement in your business. A robust bookkeeping system empowers you to make informed and strategic decisions with confidence. Don't underestimate the power of proactive bookkeeping—it's the cornerstone of financial clarity and business growth.

Can you assist with estimated tax payments?

As part of our comprehensive CFO services package, we meticulously plan and set aside funds for estimated tax payments. Guided by your trusted CPA or tax accountant's recommendations, we ensure that your business is well-prepared to meet its tax obligations promptly and seamlessly. Say goodbye to tax payment surprises—trust us to keep your finances on track and your tax payments covered.