Frequently Asked Questions

CFO Services provide strategic financial guidance typically offered by a Chief Financial Officer, but on an outsourced or part-time basis. These services include financial planning, budgeting, forecasting, cash flow management and performance analysis. They are ideal for small to medium-sized businesses, startups, or organizations that need high-level financial expertise without hiring a full-time CFO. We provide CFO support services as well as a full finance and accounting solution for one flat rate.

Our CFO services include:

• Traditional Accounting Support: Monthly financial reporting and payroll processing to ensure your organization operates effectively.
• Financial Strategy: Developing long-term financial plans aligned with your organization's goals.
• Budgeting & Forecasting: Creating detailed budgets and financial forecasts to guide decision making.
• Cash Flow Management: Optimizing cash flow to ensure liquidity and operational stability.
• Financial Reporting: Timely preparation of customized reports including profit & loss, balance sheets and KPIs.
• Fundraising Support: Assisting with investor pitches, financial modeling and capital-raising strategies.
• Risk Management: Identifying and mitigating financial risks.
• Compliance & Governance: Ensuring adherence to financial regulations and best practices.

Traditional accounting focuses only on analyzing historical data. Our CFO Services are both backward and forward looking, emphasizing accurate bookkeeping, accounting, and operations but with an emphasis on strategic planning, financial analysis and growth-oriented decision-making. While bookkeepers and accountants only record and report, our finance and accounting professionals not only do this but also help you plan and achieve your organization's objectives.

Our services are designed for:

• Startups requiring basic accounting, financial structure and fundraising support.
• Small to Medium Enterprises (SMEs) aiming to scale or improve profitability.
• Nonprofits requiring regular and better financial and accounting oversight.
• Businesses in Transition (e.g., mergers, acquisitions, or leadership changes) requiring interim financial leadership.

Pricing is tailored to your organization's needs and complexity. We offer the following packages:

• Essential Services: $625 / week for a minimum 6-month contract. Provides monthly financial reporting, payroll processing, budget preparation, quarterly cash flow forecasting, basic tax planning, and one monthly consultation call.
• Pro Services: $1,375 / week for a minimum 9-month contract. Includes all Essential services plus weekly cash flow updates, KPI tracking, annual strategic planning, tax strategy optimization, two monthly consultation calls and basic HR/compliance guidance.
• Premium Offering: $2,500 / week for a minimum 12-month contract. Encompasses all Pro services plus real-time financial dashboards, monthly strategic planning, scenario analysis, fundraising strategy, board meeting support, weekly consultation calls, and full HR/compliance/risk management.
• Enterprise Offering: $7,500+ / week for a minimum 3-month contract. Offers all Premium services plus unlimited consultation calls with 24/7 support, comprehensive M&A and capital raising support, quarterly strategic reviews and network access.

Yes, we provide a complimentary initial consultation to assess your organization's finance and accounting needs, discuss goals and determine how our services can add value. This session typically lasts 30–60 minutes.

Interaction frequency depends on your engagement level and the service package you choose:

• Essential: A minimum of one consultation call per month to discuss financial performance and address your concerns plus responses to ad-hoc financial questions via email within 48 hours.
• Pro: A minimum of two consultation calls per month to review performance and strategic initiatives plus priority email and phone support with responses within 24 hours.
• Premium: A minimum of one weekly consultation call to address ongoing financial and strategic needs plus a dedicated account manager for support during normal business hours, 9AM - 5PM.
• Enterprise: Unlimited calls with 24/7 support.

Absolutely! We regularly assist our clients with:

• Creating robust financial models and projections for investors or lenders.
• Preparing pitch decks and business plans.
• Advising on valuations and deal structures.
• Connecting you with our network of potential investors or financial institutions.

We prioritize data security by:

• Signing NDAs with all clients and maintaining utmost confidentiality.
• Using secure, encrypted platforms for data storage and communication.
• Implementing strict access controls.
• Adhering to industry standard privacy regulations.

We work with clients across diverse sectors, including legal, technology, manufacturing, retail, real estate, nonprofits, and professional services. Our expertise is adaptable to your industry’s unique financial challenges.

No, you don’t need an in-house accounting team. We provide CFO support services in which we can work with your existing CFO or finance and accounting team. We also provide a full-service finance and accounting expert solution for one flat rate. Our role is to ensure finance and accounting success.

We typically begin within one week of signing an agreement, depending on scope and onboarding availability. Urgent needs can often be accommodated even sooner—just let us know.

We leverage industry-standard tools like QuickBooks, Xero, NetSuite, Microsoft Excel, and advanced analytics platforms for forecasting and reporting. We can also adapt to your existing systems to ensure seamless integration.

While we don’t regularly prepare tax returns, we will collaborate with your CPA or tax advisor to provide strategic tax planning and ensure compliance with financial regulations. We will absolutely focus on optimizing your financial structure to minimize tax liabilities where possible. We can also prepare tax returns for an additional charge.

Our team consists of experienced financial professionals with experience as CFOs at large organizations, working on an interim basis as CFOs, and individuals with advanced degrees and professional certifications, each with a proven track record of driving organizational success, strategic planning, fundraising, and business growth.

Our team brings to the table not only experience working in a Chief Financial Officer capacity but also experience as investment bankers, raising debt and equity capital as well as advising on successful buy and sell side mergers and acquisitions. Additionally, our team has worked in private equity capacities directly investing and managing companies like yours, assisting them with their growth by providing capital and strategic oversight.

Success is measured by:

• Accurate and timely bookkeeping and financial reporting.
• Improved growth, profitability, and cash flow.
• Achievement of financial goals (e.g., securing funding).
• Enhanced finance and accounting visibility through actionable reporting.
• Client satisfaction and long-term partnerships.

Yes, we can offer interim CFO services to bridge gaps during leadership changes, mergers or other transitions. We ensure continuity and stability while helping you recruit a permanent CFO if needed.

No, each of our packages has a specific monthly commitment requirement. Our goal is to become your modern finance and accounting partner for sustained success and have a long standing relationship. However, if you're engaging in a specific initiative, for example, the sale of your business, we have service packages that will absolutely fit your needs.

Our onboarding includes:

• Discovery Call: Understand your financial challenges.
• Assessment: Review your financials and systems.
• Proposal: Tailored plan and pricing.
• Kickoff: Set goals, timelines and communication protocols.

This typically takes 1–2 weeks.

Contact us via our website, email or phone to schedule your free consultation. We’ll discuss your needs, answer questions, and outline next steps to get started. Let us help you achieve your financial goals!

For further inquiries reach out to us at info@mojocfo.com or +1.443.974.1991

At Mojo CFO ("we," "us," or "our"), we are committed to protecting your privacy and handling your personal information responsibly. This Privacy Policy explains how we collect, use, disclose, and safeguard personal data obtained through our website (mojocfo.com) and specifically via LinkedIn Lead Generation Forms ("Lead Gen Forms"). By submitting your information through a Lead Gen Form, you acknowledge that you have read and agree to the terms of this Privacy Policy.

This policy is designed to comply with applicable laws, including but not limited to data protection regulations in the United States, and meets the requirements for LinkedIn Advertising Lead Gen Forms by describing our practices regarding data collected from such forms.

1. Information We Collect
We collect personal information that you voluntarily provide when you interact with our LinkedIn ads and complete a Lead Gen Form. This may include:
Contact details: Full name, email address, phone number. Professional information: Job title, company name, company size, industry. Other details: Any additional information you choose to provide in the form, such as specific inquiries about our finance and accounting services.
We do not collect sensitive personal data (e.g., information related to race, ethnicity, health, or financial details beyond what's necessary for lead qualification) through Lead Gen Forms.

2. How We Collect Information
Your information is collected directly through LinkedIn Lead Gen Forms when you submit the form in response to our advertisements on LinkedIn. LinkedIn provides us with the data you enter, which is pre-filled based on your LinkedIn profile where applicable. We may also collect information automatically through our website, such as IP addresses or browser details, but this policy focuses on Lead Gen Form data.

3. How We Use Your Information
We use the information collected from Lead Gen Forms for the following purposes:
To respond to your inquiries: Contact you via email, phone, or other means to discuss our services, provide consultations, or answer questions about finance and accounting solutions. Marketing and business development: Send you promotional materials, newsletters, or updates about Mojo CFO offerings that may interest you, such as cash flow management tips, tax strategies, or M&A advisory.
Service improvement: Analyze lead data in aggregate to improve our advertising and services. Compliance and legal obligations: Fulfill any legal requirements or respond to lawful requests.
We will only use your data for the purposes described here or as otherwise consented to by you. If you opt-in via checkboxes in the Lead Gen Form, we may use your data for specific additional purposes, such as targeted marketing campaigns.

4. Sharing Your Information
We do not sell your personal information to third parties. We may share your data in limited circumstances:
Service providers: With trusted vendors who assist us in operations, such as email marketing platforms (e.g., Mailchimp) or CRM systems (e.g., HubSpot), under strict confidentiality agreements.
Legal requirements: If required by law, subpoena, or to protect our rights, safety, or property. Business transfers: In the event of a merger, acquisition, or sale of assets, your data may be transferred to the new entity.
We ensure that any third parties we share data with adhere to similar privacy standards and comply with applicable laws.

5. Data Security
We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, loss, misuse, or alteration. This includes encryption for data in transit and at rest, access controls, and regular security audits. However, no system is completely secure, and we cannot guarantee absolute security.

6. Data Retention
We retain your personal information from Lead Gen Forms for as long as necessary to fulfill the purposes outlined in this policy, typically up to 2 years after your last interaction with us, or longer if required by law. After this period, we will securely delete or anonymize your data.

7. Your Rights and Choices
You have rights regarding your personal information, subject to applicable laws:
Access and correction: Request a copy of your data or correct inaccuracies. Deletion: Ask us to delete your data, unless we have a legal obligation to retain it. Opt-out: Unsubscribe from marketing communications at any time via the link in our emails or by contacting us. Do Not Sell: We do not sell your data, but if applicable under laws like the California Consumer Privacy Act (CCPA), you can opt-out of any future sales.
To exercise these rights, contact us at info@mojocfo.com. We will respond within a reasonable timeframe, typically 30-45 days.

8. International Data Transfers
Mojo CFO is based in the United States. If you are located outside the U.S., your data may be transferred to and processed in the U.S., where data protection laws may differ. By submitting your information, you consent to this transfer.

9. Children's Privacy
Our services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from children.

10. Changes to This Privacy Policy
We may update this policy from time to time to reflect changes in our practices or legal requirements. The updated policy will be posted on our website with a revised effective date. We encourage you to review it periodically.

11. Contact Us
If you have questions about this Privacy Policy or our data practices, please contact:
Mojo CFO, info@mojocfo.com This Privacy Policy applies solely to data collected via LinkedIn Lead Gen Forms and our website. For LinkedIn's own privacy practices, please refer to LinkedIn's Privacy Policy.