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Fractional CFO

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#1
Posts:
26
Joined:
1-Feb-2021 12:34pm
Location:
SOUTHEAST US
Hi everyone,

we are starting a new firm, with a focus on small businesses and providing fractional cfo services as well as tax compliance.

The clients pay a monthly retainer that ensures they have priority whenever they need something.

Has anyone come across a fractional CFO engagement letter?

Would this language be sufficient: "Additionally, we are pleased to provide fractional CFO services based upon the needs and requirements of the business."
 

#2
Posts:
2102
Joined:
24-Apr-2014 7:54am
Location:
Wisconsin
Check with your E&O carrier for the language they would like you to use. That language does not seem like a good idea to me.
 

#3
eze  
Posts:
237
Joined:
8-May-2014 7:02pm
Location:
Grey Area, California
Fractional CFO sounds sexy until someone gets a subpoena as officer of the company. I have no problem with "consulting"....I don't need a CXO title.
 


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