FAQs
This CPA services FAQ answers the questions we hear most often from business owners considering fractional CFO support, tax planning, or ongoing accounting help. If you do not see your question answered below, reach out directly and we will give you a straight answer.
Consultation
Questions about how a fractional CFO fits your business and whether MANA CPA Services is the right team for accounting, tax, and advisory.
A bookkeeper keeps your books accurate. A CPA handles tax filings and compliance. A fractional CFO takes that financial data and helps you use it — deciding when to hire, whether a project is actually profitable, and where to invest next. MANA CPA Services combines accounting, tax, and CFO-level advisory under one team, so your numbers, your filings, and your strategy are never disconnected.
We work with entrepreneurial companies in the U.S. and abroad with $2 million to $50 million in annual revenue, plus private equity firms and family offices evaluating or managing portfolio companies. If you're asking "can we afford this hire" or "why are we profitable but short on cash," that's usually the sign a fractional CFO relationship makes sense.
Yes. We start with a conversation about where your finance function stands today — your reporting, your close process, and what's not working — before recommending a scope of work.
We're a family-owned firm with over 25 years of combined leadership in corporate accounting and tax compliance, serving clients across multiple time zones with a virtual model. You get one team for accounting, tax, and advisory instead of coordinating three separate vendors.
Process
What onboarding looks like, from your first consultation to becoming a fully supported client.
We start with an engagement letter that defines scope, then a short questionnaire covering your accounting software, bank and payroll access, and current reporting so we can see exactly where things stand.
Most clients are fully onboarded within a few weeks, depending on how much historical cleanup is needed and how quickly we get access to your existing systems.
Yes. Transitioning from an existing provider is one of the most common ways clients come to us, and it's part of our standard onboarding process.
Yes. You get a dedicated team that stays with your account, so you're not re-explaining your business every time you have a question.
We accept standard business payment methods, including ACH and card. Your dedicated contact can confirm what works best for your setup.
Engagements are typically structured as a predictable monthly fee based on scope, not hourly billing, so costs stay consistent as the relationship grows.
Scope and terms are set out in your engagement letter and vary by the services you need — we'll walk through this during your consultation.
Your engagement letter spells out exactly what's included for your scope, whether that's bookkeeping, tax compliance, CFO advisory, or a combination, so there are no surprises.