Frequently Asked Questions
Clear answers before we start working together.
A practical overview of how the work is structured, what level of support makes sense, and how outsourced finance can scale with the business.
Getting started
How do I know which service tier I need?
If you are not sure, the Finance Function Audit is the best starting point. We review your books, close process, reporting, cash visibility, controls, and bottlenecks, then recommend whether you need bookkeeping, controller services, fractional CFO support, or a phased path.
What happens in the first 30 days?
The first 30 days are focused on diagnosis, cleanup, and stabilization. We review your current books and finance process, identify urgent cleanup needs, understand your reporting gaps, align on priorities, and begin building the monthly finance rhythm.
What if my books are behind?
That is common. We can start with cleanup, reconciliations, chart of accounts review, prior-period review, and monthly close stabilization. The goal is to get the books current, reliable, and useful for reporting instead of only catching up for tax season.
Scope of work
Do you replace my CPA?
Not usually. Your CPA typically handles tax planning, filing, and compliance. QuintiniCFO focuses on operating finance every month: close, reporting, reconciliations, cash visibility, controls, forecasting, and decision support. The goal is to work alongside your CPA and give them cleaner information.
Do you offer fundraising support?
Yes, but only as part of broader fractional CFO support. Fundraising-related work may include investor-ready models, financials for a pitch deck, scenario planning, and investor Q&A preparation. QuintiniCFO does not position fundraising as the core service and does not guarantee fundraising outcomes.
What accounting software do you work with?
QuintiniCFO primarily works with QuickBooks Online and Xero, and also supports tools like Bill.com, Gusto, Ramp, Stripe, Excel, and Google Sheets. If your stack is not fully set up yet, we can help improve or select the right tools.
Engagement & pricing
Can we start small?
Yes. Many engagements start with a Finance Function Audit, cleanup project, or bookkeeping and monthly close support. As the business grows or the finance needs become more complex, the engagement can expand into controller services or fractional CFO support.
How is pricing structured?
Pricing depends on scope, transaction volume, entity complexity, cleanup needs, reporting requirements, and the level of ongoing support. After the initial review or call, you receive a clear proposal based on the work required rather than a one-size-fits-all package.
What size of company do you work with?
Most clients are founder-led businesses doing roughly $500K–$10M in annual revenue. The best fit is a growing operating business that needs clean books, reliable reporting, and finance support, but is not ready to hire a full internal finance team.