FAQs | Highridge Cfo

Frequently Asked Questions

What is a Fractional CFO?
A Fractional CFO provides high-level financial expertise and leadership to companies on a part-time basis, allowing businesses to access experienced financial guidance without the full-time cost.

What services does HighRidge CFO, LLC provide?
We offer a range of services including budgeting and forecasting, financial reviews and analysis, cash flow projections, scenario analysis, weekly flash reports, bi-weekly check-ins, monthly business reviews, and bookkeeping services. We do not provide audit or tax services.

How is pricing structured?
Our services are billed on a monthly fixed fee, which varies depending on the package selected. Invoicing occurs at the start of the engagement and continues monthly thereafter. Additional one-time implementation fees may occur based on the level of clean-up needed for bookkeeping services. Payment is due upon receipt.

Is there a minimum engagement period?
Yes, there is a 90-day minimum commitment. After this initial period, our agreement transitions to a month-to-month basis with a 30-day notice required for termination.

What are the payment methods accepted?
We accept payments via credit card and ACH.

How do bookkeeping services integrate with your other offerings?
Bookkeeping services complement our financial advisory services by ensuring that your financial records are accurate and up to date, providing a solid foundation for financial analysis, cash flow management, and strategic planning.

Do you work with my existing bookkeeper or accountant?
Yes, if you have an existing bookkeeper or accountant, we can collaborate with them. If you opt for our bookkeeping services, we'll handle all aspects of your financial records to ensure consistency and accuracy.

How does confidentiality work?
All client information is securely managed through password-protected systems, and we adhere to strict confidentiality and non-disclosure agreements during and after the engagement.

What industries do you specialize in?
While we serve businesses across various industries, our services are particularly suited for small to medium-sized businesses that need financial leadership to support growth and improve profitability.

What is required from my business to get started?
You'll need to provide timely access to your financial systems and ensure that financial information is accurate. If you choose our bookkeeping services, we'll take care of maintaining your financial records.

What happens if we have a dispute?
We aim to resolve any issues amicably, but if disputes arise, they will be addressed through mediation and, if necessary, arbitration, in accordance with Maryland state laws.

What happens if I need to terminate the agreement?
Either party can terminate the agreement with a 30-day notice after the initial 90-day commitment period.

Are you insured?
Yes, we have Errors and Omissions (E&O) insurance coverage in place to provide additional protection for both parties.

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Frequently Asked Questions

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What is a Fractional CFO? A Fractional CFO provides high-level financial expertise and leadership to companies on a part-time basis, allowing businesses to access experienced financial guidance without the full-time cost.

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​

​

Is there a minimum engagement period? Yes, there is a 90-day minimum commitment. After this initial period, our agreement transitions to a month-to-month basis with a 30-day notice required for termination.

​

What are the payment methods accepted? We accept payments via credit card and ACH.

​

How do bookkeeping services integrate with your other offerings? Bookkeeping services complement our financial advisory services by ensuring that your financial records are accurate and up to date, providing a solid foundation for financial analysis, cash flow management, and strategic planning.

​

Do you work with my existing bookkeeper or accountant? Yes, if you have an existing bookkeeper or accountant, we can collaborate with them. If you opt for our bookkeeping services, we'll handle all aspects of your financial records to ensure consistency and accuracy.

​

How does confidentiality work? All client information is securely managed through password-protected systems, and we adhere to strict confidentiality and non-disclosure agreements during and after the engagement.

​

What industries do you specialize in? While we serve businesses across various industries, our services are particularly suited for small to medium-sized businesses that need financial leadership to support growth and improve profitability.

​

What is required from my business to get started? You'll need to provide timely access to your financial systems and ensure that financial information is accurate. If you choose our bookkeeping services, we'll take care of maintaining your financial records.

​

What happens if we have a dispute? We aim to resolve any issues amicably, but if disputes arise, they will be addressed through mediation and, if necessary, arbitration, in accordance with Maryland state laws.

​

What happens if I need to terminate the agreement? Either party can terminate the agreement with a 30-day notice after the initial 90-day commitment period.

​

Are you insured? Yes, we have Errors and Omissions (E&O) insurance coverage in place to provide additional protection for both parties.

What is a Fractional CFO?
A Fractional CFO provides high-level financial expertise and leadership to companies on a part-time basis, allowing businesses to access experienced financial guidance without the full-time cost.

Is there a minimum engagement period?
Yes, there is a 90-day minimum commitment. After this initial period, our agreement transitions to a month-to-month basis with a 30-day notice required for termination.

What are the payment methods accepted?
We accept payments via credit card and ACH.

How do bookkeeping services integrate with your other offerings?
Bookkeeping services complement our financial advisory services by ensuring that your financial records are accurate and up to date, providing a solid foundation for financial analysis, cash flow management, and strategic planning.

Do you work with my existing bookkeeper or accountant?
Yes, if you have an existing bookkeeper or accountant, we can collaborate with them. If you opt for our bookkeeping services, we'll handle all aspects of your financial records to ensure consistency and accuracy.

How does confidentiality work?
All client information is securely managed through password-protected systems, and we adhere to strict confidentiality and non-disclosure agreements during and after the engagement.

What industries do you specialize in?
While we serve businesses across various industries, our services are particularly suited for small to medium-sized businesses that need financial leadership to support growth and improve profitability.

What is required from my business to get started?
You'll need to provide timely access to your financial systems and ensure that financial information is accurate. If you choose our bookkeeping services, we'll take care of maintaining your financial records.

What happens if we have a dispute?
We aim to resolve any issues amicably, but if disputes arise, they will be addressed through mediation and, if necessary, arbitration, in accordance with Maryland state laws.

What happens if I need to terminate the agreement?
Either party can terminate the agreement with a 30-day notice after the initial 90-day commitment period.

Are you insured?
Yes, we have Errors and Omissions (E&O) insurance coverage in place to provide additional protection for both parties.