FAQ
Direct answers to fair questions.
If your question isn't here, ask it through the contact form.
›Is this a fractional CFO service?
No. A fractional CFO is an ongoing executive relationship. This is a fixed-scope implementation: I build a financial decision system, validate it, document it, train you on it, and hand it over. It ends on purpose.
›Do you do bookkeeping, tax returns, or audits?
No. The system consumes data your bookkeeper produces and organizes analysis your accountant and tax adviser can review — it does not replace any of them. I'm not a CPA, auditor, tax preparer, or attorney.
›What data do I need before starting?
Realistically: a billing/subscription system, an accounting system, and payroll or contractor records. They can be messy — mapping and cleaning that data is part of the work. The diagnostic tells you exactly what's usable.
›What if my data lives in spreadsheets?
That's common and workable. The diagnostic assesses what exists; the build creates a structure the spreadsheets can feed until you adopt better systems.
›How long does an implementation take?
It depends on scope and data readiness, which is why engagements start with a questionnaire and diagnostic rather than a quoted duration. The process is designed to be efficient: one discovery session, asynchronous build, one consolidated review.
›How is pricing structured?
Fixed project fees, quoted by proposal after the questionnaire. No retainers, no hourly meters running during meetings.
›What happens after handoff?
You own the system — code, documentation, and data model. A limited correction period covers defects. Anything new is a separately scoped engagement.
›Are the portfolio examples real clients?
No, and they're labeled accordingly. Every portfolio example is a fictional demonstration created with synthetic data. They demonstrate method and rigor, not client results.
›Can the dashboards connect to my live systems?
Yes — implementations typically map exports or APIs from your billing, accounting, and payroll systems. The demonstration on this site uses a synthetic dataset so every number can be published.
›What do you need from me during the build?
The questionnaire, one discovery session, data access, and one consolidated review. The process is deliberately low-meeting and asynchronous.