Frequently Asked Questions
When can I expect a response?
We strive to respond to all inquiries within one business day. Please note that during peak tax season and other high-volume periods, our response times may vary slightly as we ensure every client receives the attention they deserve.
How do I know if my business needs CFO-level support?
Start with the free Discovery Session. If cash is hard to predict, financing or expansion is on the table, or your reports explain the past but not your next move, we’ll tell you whether a part-time CFO, ongoing support, or stronger accounting fits your situation.
What are my options for an initial meeting?
To better serve your needs, we offer two options:
Discovery Session (free): A brief introductory call to clarify your needs and define the appropriate scope of services for a formal proposal. This session is focused on intake and scoping and does not include technical tax advice or professional consulting.
Technical Consultation: Best for clients seeking immediate, expert guidance on specific technical questions or strategic financial planning. These sessions are conducted via video conference or in-person meetings.
Note: Formal written reports are not included in the hourly fee.
How can I contact you directly and what are your hours?
You can reach us at +1 (305) 831-4093 or visit our office at 6161 Waterford District Dr., Suite 475, Miami, FL 33126. Our team is available Monday through Friday, from 9:00 AM to 6:00 PM ET (Miami time).
How should I prepare for our first interaction?
To make our time together as productive as possible, we recommend having a brief overview of your business structure, the accounting software you use (such as QuickBooks or Xero), and a brief summary of your top financial challenges and goals to address.
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