Frequently asked questions

Yes, and it's common. A company with a CFO or controller often brings in a fractional CFO for a specific project, such as an acquisition, a new planning model or a margin improvement program, while the existing team keeps running the day-to-day. I work through your team, not around it.

It depends on the scope. An ongoing fractional CFO role is often a few days a month, with more time during budget season, a financing or a deal. A defined project is usually more concentrated over a shorter period. We agree on the time commitment up front and revisit it as needs change.

Yes. Month8 works remotely with clients nationwide, using video calls and shared files. If an on-site visit would help at a particular point, we can plan for it.

Usually the last two or three years of financial statements, year-to-date results, any current budget or forecast, and read-only access to the accounting system. A short conversation with the CEO and whoever handles the books also helps. After our first conversation I'll send a short list specific to what you're working on.

Carefully. I'm glad to sign a confidentiality agreement before you share anything sensitive. I ask only for the access the work requires, use secure shared folders rather than email attachments where possible, and return or delete your information when the engagement ends.

The goal is to leave the business able to sustain the work: models, processes and reports documented and handed over, and your team comfortable running them. Some clients continue with a lighter retainer or periodic check-ins; others don't need to, and that's a good outcome too.

No. Month8 does not prepare tax returns or perform audits, reviews or other attest work. Scott works alongside a client's existing CPA firm and can help find one if needed.