FAQ.

Discover answers to frequently asked questions about how we work and the solutions we offer at Promenade Advisors.

General FAQs

  • We offer a range of services, including fractional CFO solutions, business coaching, bookkeeping, enterprise back-office solutions, and mergers and acquisitions advisory.

    Read more in our services section.

  • Our team has over 50 years of experience in corporate finance and accounting; working with high-growth companies across numerous industries which includes consumer products, SaaS, and technology. Read more in the About Us page.

  • After an initial consultation, we assess your financial needs, create a tailored strategy, and work closely with your team to implement solutions that drive results and let you focus on the areas of the business that need your time.

    Contact us here.

  • Simply Contact Us to schedule a consultation, and we’ll provide a personalized estimate based on the scope and needs of your project.

  • While we excel in handling complex, large-scale financial projects, our focus is on the smallest details and building long-term relationships with our clients, ensures that every aspect is carefully managed for the best outcomes.

  • Each of our Services are billed on a flat monthly cost. We have competitive pricing and happy to compete for your business. Please click on All Services and learn more about each Solution for the starting plan pricing. For more complex, large-scale projects, we offer tailored pricing following a consultation to assess your business requirements.

  • Yes, we provide customized package deals that combine services like CFO solutions, bookkeeping, and human resources at competitive rates tailored to your specific size and needs.

  • Our team prides itself on being highly accessible, with regular communication through email, phone, and virtual meetings. We're available for quick check-ins or ongoing support when needed.

Bookkeeping FAQs

  • Our bookkeeping services include managing transactions, preparing financial statements, reconciling bank accounts, QuickBooks setup, and tax preparation. We tailor everything to exactly what you and your company needs.

  • Our team has over 50 years of combined experience in both public and private accounting, providing expert bookkeeping services across various industries, ensuring accurate financial management and strategic guidance. Read more in the About Us section.

  • Simply contact us for a free consultation and estimate, and we’ll discuss how our bookkeeping solutions can be tailored to meet your business’s needs.

  • Yes, we can create tailored package deals that bundle multiple services like CFO management, financial forecasting, and operational consulting at a competitive price.

  • Our bookkeeping services start at $750 per month, typically covering businesses with 125 transactions or more. This can include managing deposits, expenses, payroll, inventory, asset purchases, journal entries, and preparing monthly financial statements.

  • Yes, we offer QuickBooks setup, integration, and training to ensure your financial records are organized and accessible.

  • Yes, we can collaborate with your current accountant or tax advisor to ensure a seamless financial process for your business.

  • We typically update financial records on a weekly or monthly basis, but we can adjust based on your business needs.

  • We prioritize being highly accessible to our clients. You can reach us via phone, email, or scheduled meetings, and we provide regular updates to ensure you’re always informed about your financials. Our team is available for ongoing support whenever you need assistance.

  • Yes, we offer personalized estimates and contracts based on your business’s unique needs and the scope of services you require. Each estimate is carefully tailored to fit your specific goals and budget.

Business Strategy & Coaching FAQs

  • Each coaching program is tailored to the unique needs of your business, including one-on-one sessions, actionable insights, and customized strategies to achieve your specific goals.

  • Our team has over 50 years of experience in both public and private accounting and as a chief financial officer. Read more in the About Us section.

  • Simply contact us for a free consultation and estimate, and we’ll discuss how our expertise and sessions can be tailored to meet your specific goals on a phone call.

  • Our Advisory Services start at $500 per month with packages tailored to your specific business needs but we find that each month is an evolving story - the sessions can span the spectrum of topics.

    Contact us for your estimate.

  • We offer an easy termination policy —cancel anytime. Just give us notice, and we’ll ensure a smooth transition.

  • Our programs are ideal for entrepreneurs, business leaders, and managers looking to sharpen their leadership skills, navigate challenges, or take their business to the next level with personalized guidance. However, we also have clients who are pivoting into a new career individually or as a startup venture.

  • Yes, bi-monthly strategy sessions can be more ad hoc or a on-the-fly freeform basis when we meet. These sessions can have an agenda we plan for on a structured basis versus we have the reserved time together and they more conversational and organic. Of course, the beauty of this service is a combination of the two because the relationship evolves over time and hence how it becomes truly a value add.

  • Typically, we meet twice a month for an hour per meeting, however, they can be combined as 2 hours intensives. Each program is designed to be external unbiased lifeline - a break from your day-to-day. A break to think creatively and sketch out ideas. The best way for this is with an external sherpa - this is Promenade Advisors.

  • Our engagement is offered through virtual meetings, phone calls, or in-person sessions, depending on your location and the plan you choose.

  • All discussions and materials shared are confidential and we will be under a mutual nondisclosure agreement.

CFO Service FAQs

  • A Fractional CFO provides financial leadership and controls on a part-time basis, offering the same expertise as a full-time CFO without the cost of a full-time salary and benefits. Depending on the size of the company and day-to-day needs will determine which tier of fractional CFO time and access you will need to start with.

  • A Fractional CFO helps optimize your financial strategy, manage cash flow, and improve profitability - giving your business the expertise it needs without the costly overhead of a full-time executive.

  • Yes, each of these key components of your business can start on an individual basis and scale to our Enterprise Solution. Think of them as parts that start with our bookkeeping solution with an addition of our strategy arm and finally fractional CFO.

  • Our services start at $2,500 per month and scales as the needs of management increases due to the growth of revenues, new investment capital, and the overall complexity of the business evolves.

  • If you're facing rapid growth, as CEO you need to focus your time on your sales and marketing, and you are struggling with managing cash flow then it is time to partner with a Fractional CFO and give yourself the peace of mind that you need for these critical parts of the business.

  • A CFO (chief financial officer) focuses on the strategic financial management of your business, while a CPA (certified public accountant) handles tax preparation and filings. Both professionals work closely together, especially when your CPA is also your bookkeeper and/or your Fractional Controller like we offer at Promenade Advisors.

  • In addition to CFO services, we provide comprehensive bookkeeping, strategic business advisory or coaching, Human Resources management, tax preparation, and structured finance for equity or debt transactions - also known as private placements which may include mergers and acquisition activity.

    Read about our full suite of services Here.

  • Yes, we manage any state compliance filings and updates to your Articles of Incorporation, Bylaws, and outside liaison with valuation firms for stock option plans 409a updates and Sarbanes-Oxley requirements.

Enterprise Solution FAQs

  • We have over 25 years of experience working with major corporations and global enterprises, providing tailored financial strategies that drive growth and optimize performance. Read more about our team and projects in the about us section, here.

  • We have extensive experience across multiple industries, including consumer products, technology, SaaS, and Web3, providing strategic financial solutions that meet industry-specific needs. Read more about us here.

  • We prioritize building strong relationships with stakeholders to ensure everyone is aligned on goals and expectations. Regular communication and transparent reporting are key to our approach, making sure all parties stay informed throughout the project.

  • Yes, we assist in securing financing by optimizing capital structures, preparing financial models, and negotiating with investors or financial institutions.

  • While we handle large-scale financial projects, what truly sets us apart is our focus on the finer details and building strong relationships. We believe long-term success comes from not just executing strategies but fostering meaningful connections within your network.

  • Yes, we provide end-to-end support for M&A transactions, including financial due diligence, valuation analysis, deal structuring, and post-merger integration to ensure smooth transitions and value creation.

  • We incorporate risk management into every aspect of our financial strategies, identifying potential risks early and developing contingency plans to mitigate them. Our proactive approach ensures your business can navigate uncertainty while staying on track.

  • Yes. After a consultation to understand your business needs, we’ll deliver a customized estimate designed to fit the complexity of your project. Please contact us here.

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