What to Ask Before You Hire a Fractional CFO
Ten questions to bring to a first call, what a good answer sounds like, and how to tell whether you are ready.
Almost everything written about hiring a fractional CFO is written by people who sell the service. This checklist is too. So we wrote the version we would want handed to us if we were sitting on your side of the table, including the questions we would rather you did not ask.
4 pages · PDF checklist · No cost, no call required
The vocabulary, straightened out
Bookkeeper, CPA, controller, CFO. Four roles that get used interchangeably, and the confusion is expensive.
Ten questions, and what a straight answer sounds like
Every question comes with why it matters, what a good answer sounds like, and what to watch out for. Including the ones we would rather you did not ask us.
Whether you are actually ready
Readiness signals for a business and for an individual or family, plus the honest signals that say to start somewhere else first.
When to call someone else entirely
The work that belongs to a CPA, an attorney, a licensed investment professional, or a bookkeeper, and how to tell which one you need.
Where should we send it?
Enter your email and it's yours right away. A copy lands in your inbox too, so you can find it again later.
- Ten questions to ask on a first call, and what a straight answer sounds like
- The difference between a bookkeeper, a CPA, a controller and a CFO
- Readiness signals for a business, and for an individual or family
- When a fractional CFO is not the answer, and who to call instead
Want to use it on us?
Layla offers a complimentary 30-minute discovery call. Bring this download and every question in it. She will answer each one, including the ones about what she is and is not licensed to do.
This download is general information for education only. It is not licensed financial, investment, tax, or legal advice, is not tailored to any individual or business situation, and does not take your circumstances into account. See our privacy policy for how we handle your email address.