Question 1

How does CFO onboarding work?

Accepted Answer

We start with a kickoff to understand your business model, KPIs, and reporting needs. Then we connect/validate your data sources and align on cadence, owners, and timelines.

Question 2

What information do you need from us to start?

Accepted Answer

Typically: latest financial statements, access to accounting system, chart of accounts, revenue model details, current budgets/forecasts (if any), and operational metrics.

Question 3

When will we see the first outputs?

Accepted Answer

Initial diagnostic and reporting baseline usually comes within the first 1–2 cycles depending on data readiness.

Question 4

What does a standard monthly CFO pack include?

Accepted Answer

P&L, cash flow, balance sheet highlights, KPI dashboard, variance analysis vs budget/forecast, runway/burn, and action items for leadership.

Question 5

Can you tailor dashboards to our KPIs?

Accepted Answer

Yes. We align on your North Star metrics and build dashboards accordingly (MRR/ARR, GM%, CAC/LTV, utilization, churn, pipeline coverage, etc.).

Question 6

Do you support board/investor reporting?

Accepted Answer

Yes. We prepare board-ready summaries with a clear narrative, charts, key decisions, and asks.

Question 7

How do you build forecasts if we don’t have a model yet?

Accepted Answer

We start with a driver-based model, then add scenarios and refine accuracy over time as assumptions are validated.

Question 8

Can we run multiple scenarios (base/best/worst)?

Accepted Answer

Yes. We set up a base case plus sensitivity toggles to support confident decision-making.

Question 9

How do you handle seasonality and one-off items?

Accepted Answer

We separate one-offs, incorporate seasonality factors where relevant, and keep assumptions transparent for iteration.

Question 10

How do you calculate runway?

Accepted Answer

Runway is based on current cash divided by projected net burn, adjusted for cash timing (collections, payroll, taxes, payables).

Question 11

Can you help improve collections and working capital?

Accepted Answer

Yes—by analyzing invoice aging, payment terms, collection cycles, and vendor terms, then tracking improvements.

Question 12

Do you support treasury and bank reporting?

Accepted Answer

Yes. We can set up cash visibility across accounts and build weekly cash dashboards for leadership.

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