Question 1

What’s the difference between CFO Services and CFO as a Service (FaaS)?

Accepted Answer

CFO Services provide comprehensive finance leadership across budgeting, forecasting, cash flow, and board reporting. CFO as a Service (FaaS) delivers the same senior expertise on a flexible, right-sized cadence—so you get strategic outcomes without a full-time hire.

Question 2

What milestones should I expect in the first six months with R2?

Accepted Answer

Typical six-month milestones include: (1) 13-week cash flow and rolling forecast live in month 1–2, (2) KPI dashboard and unit economics model in month 2–3, (3) pricing and margin analysis in month 3–4, (4) board-ready reporting and cadence in month 4–5, and (5) scenario plans and capital strategy in month 5–6.

Question 3

Which industries does R2 serve?

Accepted Answer

We partner with founder-led and middle-market companies across SaaS, professional services, e-commerce/omnichannel, manufacturing, and healthcare—adapting to your go-to-market, margin structure, and cash conversion cycle.

Question 4

How do you improve cash flow and working capital?

Accepted Answer

We implement a 13-week cash model, tighten order-to-cash and procure-to-pay, optimize terms, and align inventory, pricing, and collections to extend runway and improve capital efficiency.

Question 5

Do you build KPI dashboards and board reporting?

Accepted Answer

Yes. We design a CFO dashboard tailored to your growth levers—revenue quality, gross margin, CAC/LTV, payback, NRR, and OPEX efficiency—and deliver board-ready reporting with targets, trends, and actions.

Question 6

Is tax strategy integrated into your CFO Services/FaaS?

Accepted Answer

Yes. We integrate proactive tax planning with operating strategy—entity design, timing, credits/incentives, and transaction planning—so tax becomes part of value creation, not an afterthought.

Question 7

What does onboarding look like and how long does it take?

Accepted Answer

Most clients complete onboarding in 2–4 weeks: discovery and data intake, current-state assessment, quick wins, and a 6-month milestone roadmap with owners and dates. Execution begins immediately.

Question 8

How do you price CFO Services and FaaS?

Accepted Answer

Engagements are scoped by outcomes and cadence. We offer fixed monthly retainers for ongoing leadership and flat-fee sprints for projects such as pricing overhauls or fundraising readiness.

Question 9

Can you support fundraising, debt, or M&A?

Accepted Answer

Yes. We prepare investor-grade models, scenarios, and diligence materials; optimize capital structure; and support lender and investor conversations end-to-end.

Question 10

What tools and ERPs do you work with?

Accepted Answer

We’re platform-agnostic—QuickBooks/Xero, NetSuite, Sage Intacct, planning tools, and BI/ELT stacks—and recommend a right-sized stack for your stage.

Question 11

How will I know it’s working?

Accepted Answer

We operate on milestone-based accountability. Expect weekly progress, monthly outcomes, and quarter-to-date movement on KPIs tied to cash runway, margin, growth efficiency, and valuation readiness.

Financial pressure rarely begins in the numbers. It begins when decisions outpace visibility.