How is fractional CFO work priced?
By scope. The fee reflects the scope you need, the condition of the books, and the cadence; it is confirmed in writing, with the deliverables, before any work begins.
The questions we hear most often from owners deciding whether to get in touch, answered briefly. Each links to more detail where it exists.
By scope. The fee reflects the scope you need, the condition of the books, and the cadence; it is confirmed in writing, with the deliverables, before any work begins.
By scope. A limited first stage, such as a readiness review before a sale or a review of one target before a letter of intent, is quoted on its own; larger engagements are quoted by the work involved. Scope, deliverables, timing, and fees are agreed in writing before work begins.
Yes. Tell us what you are trying to work out, and we will suggest the smallest engagement that answers it, whether that is a single review, a one-time piece of planning work, or an ongoing relationship. Every engagement, large or small, is scoped and quoted in writing before work begins.
A conversation to understand the situation and decide whether we are the right fit. If we are, you receive a written engagement letter setting out scope, deliverables, timing, what we need from you, and the fee. Nothing starts until it is signed.
Privately-held businesses in Upstate South Carolina, led by owners who are still in the business: founder-led, family-owned, and multi-partner companies. We do not work with publicly-traded companies or private equity portfolio operations.
Size is rarely the deciding factor. The better question is whether the financial questions you are asking have outgrown what your current setup answers. Smaller businesses often start with tax planning or a single review; larger privately-held companies usually come for fractional CFO or transaction work.
Yes. Many clients keep an existing accountant or bookkeeper for part of the work. We coordinate directly with them, and with your banker, attorney, or wealth advisor where relevant, so that decisions are made with the whole picture in view. If you are happy with your current CPA, keep them.
Possibly. A controller runs day-to-day accounting and closes the books. Fractional CFO work uses those books to support decisions about cash, margins, pricing, hiring, financing, and growth, and prepares the business for financing or a sale. A good controller and a fractional CFO often work well together; whether you need both depends on the questions in front of you.
You tell Brian what you are working through, and he tells you plainly whether this is the right firm to help. If it is not, he will suggest who might be. It is a fit conversation, not a sales presentation. Meet in person at either office, by phone, or by video.
Every engagement begins with an agreed first milestone set out in the engagement letter. For fractional CFO work it usually covers getting to a reliable monthly close, defining the metrics that matter, and building a working cash forecast. For sell-side work it is the readiness diagnostic. For tax work it is an entity review and a current-year projection. Timing depends on the condition of the records and how quickly information is provided.
Fractional CFO, tax, and bookkeeping engagements are ongoing, on the cadence set out in the engagement letter. Sale preparation depends on where the business is and when the owner intends to sell; some owners start a few years out, others closer in. Project engagements run for the scope agreed in writing and end with the work it describes.
Term and notice are set out in the written engagement letter before work begins, so you know the commitment before you make it.
Brian is the advisor on every engagement: the first conversation, the working sessions, and the decisions. The office team handles scheduling and inquiries, and routine bookkeeping processing may be supported by additional capacity, but the advisory relationship is with him.
The firm provides tax planning, tax preparation, and bookkeeping alongside fractional CFO and transaction advisory. It is not held out as a CPA firm. If that changes, this page will be updated.
No. The firm is not a registered investment adviser and does not manage portfolios or provide investment advice. For investment management and personal financial planning, we coordinate with your adviser. Our work is tax, accounting, fractional CFO, and transaction advisory for the business, and the owner-side decisions that intersect with it, such as entity structure and succession.
So that owners across the Upstate can meet in person without a long drive: Simpsonville for Greenville County and Five Forks, and Spartanburg for Spartanburg County and the I-85 corridor. Brian works from both, so you meet with the same advisor wherever you visit.
The firm works with Upstate South Carolina business owners. In-person availability and local context are part of how the work is done. If you are elsewhere, a firm that knows your market will usually serve you better.
Send it through the contact page. We will tell you plainly whether this is the right firm to help, or point you toward someone who is.
Request a ConversationSend a short message and our office team will follow up to arrange a conversation with Brian. If this isn’t the right firm for your situation, he’ll say so and point you toward someone who is.
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