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Fractional CFO Assessment

We are excited to get CFO-Level eyes on your financials and accounting processes. Please fill in the information below so we can get the most out of our time together. After completing the form, you will have the option to book directly with one of our Fractional CFO CPAs to kick things off!

What Accounting Software Do You Use?
Is your accounting function currently managed internally, externally or a little of both?
How often do you meet with your team to review your financial performance?

If meetings are sporadic, choose the option that you feel best represents the cadence. 

Do you have a formal budgeting or forecasting process?