faq's

Frequently Asked Questions

We’ve grouped the common questions into two sections - one for businesses looking to engage a CFO, and another for senior finance professionals interested in joining the Alliance.

For Businesses

It’s completely free for businesses. You can submit a request and get introduced directly to a qualified CFO — with no commissions, no middlemen, and no hidden fees.

We match you with a qualified outsourced CFO based on your specific needs – whether you’re looking for ongoing support, temporary coverage, or help with a defined financial project.

Both remote and on-site arrangements are possible, but most of our CFOs work remotely. Unless in-person support is absolutely necessary, we recommend keeping the search open to remote candidates to access a wider talent pool.

Any type of business can benefit from outsourced CFO support.

  • Startups, PE-backed companies, and growing small businesses often bring in a fractional CFO to access senior financial leadership while keeping costs under control.
  • Mid-sized and larger businesses may engage an interim CFO to fill a leadership gap, while searching for a permanent hire or managing a complex, time-sensitive initiative.

All CFOs in our Alliance have held senior financial leadership roles. While we don’t require formal certifications, as part of our intake process, we review the materials and background information submitted by each CFO. However, we do not independently verify or validate credentials or conduct background checks.

Final selection and vetting are solely the responsibility of the business. We cannot guarantee compliance with internal policies or industry-specific requirements. Businesses should conduct their own due diligence – including interviews, reference checks, and background screening – before making any hiring decision.

There’s no obligation. If the recommended CFO isn’t a fit, you can request to review additional profiles or simply walk away – no contracts, no pressure.

No. All profiles remain anonymous during the selection process. Once you choose a CFO for introduction, we unlock their contact info and full profile for direct communication.

For CFOs

Membership includes an anonymous profile in our private CFO directory, a digital certificate for use on LinkedIn or proposals, and access to the optional Warm Leads Program.

We reinvest the majority of Warm Leads revenue into lead generation campaigns. These are designed to attract businesses actively seeking fractional, interim, or project-based CFO services.

The Warm Leads Program offers several advantages:

  • New projects are offered first to Warm Leads participants
  • You can proactively claim leads instead of waiting to be discovered
  • Once a lead is claimed, it’s yours exclusively until a go/no-go decision is made

We’ve addressed this by building in a rotational system that regulates the lead-claiming process, ensuring equal access opportunities while rewarding responsiveness

You may cancel either at any time, and cancellation will take effect at the start of the next billing cycle. Warm Leads Program is charged monthly, and the membership is charged once a year. No refunds are issued for unused or prorated billing periods.

We aim to attract serious business leads through paid advertisement outreach, SEO, and referrals, but we don’t independently verify each company’s background or finances.

It is a CFO responsibility to evaluate each opportunity. We strongly recommend conducting your own due diligence, including meetings, vetting decision-makers and confirming payment terms before accepting any engagement.

No. Participation in the Warm Leads Program is available only to active Alliance members. 

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