Fractional CFO & Business Owners

Frequently Asked Questions

We’ve grouped the most FAQ into two sections. One for businesses that are looking to engage a fractional CFO, and another for senior finance professionals who are  interested in joining the Alliance.

FAQ For Businesses

We match you with a qualified fractional CFO based on your specific needs.  Just let us know what you are looking for – ongoing support, temporary coverage, or help with a project.

Using the platform is free for businesses.
There are no commissions or markups for introductions.

Hiring a CFO is a separate engagement.
CFOs are independent. They set their own pricing, which you negotiate directly with them.

Both remote and on-site arrangements are possible. However, most of our CFOs work remotely. Unless in-person support is absolutely necessary, we recommend keeping the search open to remote candidates. In general, having location flexible will allow you access to 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, which allows them to access senior financial leadership and keep costs under control.
  • Mid-sized and larger businesses may engage an interim CFO to fill a leadership gap. Searching for a permanent CFO hire takes time, and it is important and it is important that someone is in place during the transition. 

All CFOs have held senior financial leadership roles.
During intake, we discuss each CFO’s professional background. Formal certifications are not required, and we do not independently verify credentials or conduct background checks.

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

There’s no obligation. If the recommended CFO isn’t a fit, we provide you with an opportunity 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.

FAQ 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 Program revenue into lead generation campaigns. These are designed to attract businesses actively seeking fractional CFO services.

The Warm Leads Program offers several advantages:

  • New projects are offered first to Warm Leads Program participants
  • You can proactively put yourself in front of the customer instead of waiting to be discovered
  • After the introduction, you have exclusive access to the customer for a minimum of five business days

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

You may cancel either at any time. 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 our marketing efforts. We do not, however, independently verify each company’s background or financial information.

Evaluating each opportunity is the CFO’s responsibility.
Before accepting any engagement, we strongly recommend conducting your own due diligence, including meetings with decision-makers and confirmation of scope and payment terms.

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

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    For a comprehensive overview of hiring a fractional CFO in 2026, see our Guide to Hiring a Fractional CFO