FAQs
Frequently Asked Questions
General Services
What does your financial consulting firm specialize in?
We specialize in providing tailored financial consulting services for small, middle market and growing businesses. Our key offerings include financial projections, FP&A, budgeting and forecasting, business plans, growth strategy, and more.
What size or type of companies do you typically work with?
We primarily work with startups, early-stage, and middle market companies across various industries who need strategic financial support to grow or prepare for funding.
Do you offer one-time services or ongoing support?
We offer both. Whether you need a one-time engagement to build a financial model or ongoing fractional CFO support, we can customize a solution that fits your needs.
Service-Specific FAQs
Financial Modeling & Projections
What’s included in your financial projection services?
We start with building assumptions based on your unique business and expectations. Then build a P&L, balance sheet and cash flow statement. We can build in the flexibility to see the cash flow under various scenarios. This is valuable to determine if and how much capital may need to be raised.
How far out do you project financials—1 year, 3 years, 5 years?
We usually create 3- to 5-year financial projections, but we tailor the timeline based on your goals and the expectations of investors or lenders.
Budgeting, Forecasting, and FP&A
How can you help with budgeting and forecasting?
We help build detailed, realistic budgets and rolling forecasts based on historical data, market trends, and business objectives. We also support variance analysis and strategic planning.
What is Financial Planning and Analysis (FP&A), and do I need it?
FP&A involves analyzing financial data to support strategic decisions, including the development of Key Performance Indicators (KPIs). It’s essential for understanding performance, improving resource allocation, and driving growth. We can develop a dashboard to continually track your company’s performance.
Fractional CFO Services
What is a fractional CFO?
A fractional CFO is a part-time or contract-based chief financial officer who provides high-level financial expertise without the cost of a full-time executive.
How can a fractional CFO help my business?
We provide strategic financial leadership, help manage cash flow, prepare for funding, oversee budgeting, and guide long-term growth initiatives.
Business Planning and Funding Preparation
Do you help create business plans for investors or banks?
Yes, we craft comprehensive and professional business plans tailored for investor pitches, loan applications, or internal planning.
Can you help prepare my company for raising capital?
Absolutely. We assist with financial modeling, pitch decks, capitalization tables, funding strategies, and even investor due diligence preparation.
Growth Strategy & Acquisition Support
How do you support growth strategy consulting?
We help define your growth goals, assess market opportunities, model financial scenarios, and create actionable roadmaps to achieve sustainable growth.
What kind of support do you provide for acquisitions?
We conduct financial due diligence, assess targets, evaluate deal structures, establish a valuation, and help build or review financial data rooms.
Cap Tables & Data Rooms
What is a capitalization table, and can you help create one?
A cap table outlines the ownership structure of a company. We create clean, investor-ready cap tables that detail equity ownership, convertible notes, and option pools.
What’s included in a data room and why do I need one?
A data room is a secure online repository of key documents for fundraising or acquisition. We help organize and build data rooms with financials, legal docs, projections, and due diligence materials.
Getting Started & Engagement Process
How do we get started with your services?
You can book a free consultation through our website. We’ll assess your needs, explain how we can help, and provide a proposal with pricing.
What are your fees or pricing structure?
Our pricing depends on the scope and complexity of services. We offer flexible packages including project-based pricing, hourly pricing, and monthly retainers for ongoing support.
How quickly can you deliver a financial model or business plan?
Timelines vary, but typical deliverables range from 1 to 3 weeks depending on project scope and information availability.
Trust, Confidentiality & Experience
How do you ensure confidentiality of our financial information?
We adhere to strict confidentiality protocols and are happy to sign NDAs. Your financial data is handled with the highest level of professionalism and security.
What experience do you have with startups or small businesses?
Our team has years of experience working with early-stage ventures, high-growth startups, and small businesses across industries. We understand the unique challenges and opportunities in your space.