How engagements work.

How is this different from my CPA?

Your CPA looks backward: taxes, compliance, and making sure the books are right. We look forward: which desks and service lines make money, where growth should go, and whether the business is ready for a buyer. Most clients have both.

Why not hire a full-time CFO?

Most firms between $5M and $50M don't need forty hours a week of CFO work, and a full-time CFO is a six-figure commitment before benefits. Fractional gives you the same level of thinking for the hours the business actually needs, and it scales as you grow.

How is pricing set?

Every engagement begins with a written scope and a fixed price. No hourly billing, no surprises.

How are projects billed?

50 percent at signing and 50 percent on delivery. Work begins on receipt of the deposit.

How are retainers billed?

Monthly in advance. Invoices are net 30.

What is the commitment?

Retainers run month to month after an initial term. Either side can end with 30 days notice.

Do you do tax, audit, or legal work?

No. Those belong with your CPA and your attorney, and we are glad to work alongside them.

Do you do bookkeeping?

We don't do day-to-day bookkeeping ourselves. We oversee it, train the people doing it, and can bring in help when you need more hands.

Do you only work with healthcare staffing?

Our deepest experience is in healthcare staffing and locum tenens, but staffing economics are consistent across the industry. We work with staffing and placement firms of all kinds.

Where do you work?

Fully remote, serving firms across the United States.

What do you need from us to start?

Usually recent financials, a list of clients and placements, and a short conversation with you and whoever runs your books. We send a specific list once the scope is set.

Where should I start?

Most firms start with a Diagnostic. If it is not the right fit, we will tell you.

Something not covered here?