BOOK A CONSULTATION

Let's look at your firm's numbers together.

A free consultation.
No obligation, no pressure.

  • What we cover: your firm, your goals, and what keeps the numbers from helping you today.

  • What you leave with: a clear sense of which service fits, then a firm monthly quote.

  • Helpful to have: last year's financial statements and your sales pipeline.

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Frequently Asked Questions

  • Axle is a fractional CFO and advisory firm. We do not perform audits, reviews, compilations or other attest services. When a bank, agency or buyer needs one, we get your books ready and work with your independent CPA firm.

  • A bookkeeper records what happened. We leverage the bookkeeping practices you already have and add the financial literacy, projections, KPIs, and execution strategy that make the numbers grow your company rather than just review past performance. We work alongside your current team.

  • No. We build on the software you already use and layer on Axle's own software for forecasting, KPIs, and reporting.

  • Architecture and engineering firms are our specialty, and our Fractional CFO services are built around how they work. We also work with privately held businesses in other industries when there is a good fit. Exit planning is open to owners of any privately held business. 

  • One flat monthly fee. We set your scope with you on a live call, fit exactly what you need, and remove what you do not. Average prices are $7,100 a month for a Fractional CFO, $6,100 for a Fractional Controller, and $4,100 for a Fractional Accountant. Onboarding is billed for the first 8 weeks. Your exact quote follows a free consultation.

  • No. Agreements are month-to-month with 30 days' notice.

  • So you never hesitate to ask a question. A fixed fee means no surprise bills and treats us like part of your team.

  • Yes. We deliver lender-ready monthly reporting and a forecast your banker can follow. When a lender requires reviewed or audited statements, we prepare the books and work with your independent CPA firm.

  • Yes. We maintain a FAR-ready overhead rate schedule and support you when agencies ask questions. The audit itself is performed by your auditor or the agency.

  • No. Axle does not prepare tax returns. We give your tax preparer clean books and clear forecasts so they can do their work faster.

  • Yes, through our separate exit planning service. We prepare the numbers, model your options, and support diligence alongside your M&A advisor, attorney, and tax advisor. We do not act as a broker.

  • CEPA stands for Certified Exit Planning Advisor, a designation from the Exit Planning Institute. Axle’s leadership holds it. Almost every owner exits someday, and the value you can get depends on the years of preparation before it. We can start whenever you are ready, ideally 3-5 years out.

  • No. Exit planning is a separate service from the Fractional CFO package, open to owners of any privately held business. Choose Exit Planning on the form above, and we will scope it with you on a free consultation.

  • Onboarding begins once the engagement letter is signed. 

  • A partner at Axle: a Fractional CFO, a Fractional Controller or a Fractional Accountant, depending on your needs, supported by our accounting partners.

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