Frequently Asked Questions

Fractional CFO, Controller and Bookkeeping Services, Accounting Software Solutions, & Recruiting Services

About The A Team

What does The A Team Consulting do?

The A Team provides high-level accounting, finance, and operational support for growing businesses. We offer Fractional CFO, Outsourced Controller, and Bookkeeping services, accounting software implementations, and executive recruiting services. Our Team provides flexible support that is customized to your organization’s size, structure, and goals, helping you build a clean, scalable, and strategically aligned financial foundation.

What size companies do you work with?

We support startups, fast-growing organizations, and established businesses, typically ranging from $1M to $50M+ in annual revenue. Whether you’re building your first financial processes or optimizing a mature operation, our solutions scale with your needs.

What makes The A Team different?

We bring together the service excellence of a dedicated team with the flexibility of an outsourced model. Clients hire us because we combine deep expertise, hands-on support, and modern cloud-based tools to create reliable financial operations that drive clarity and confidence. With The A Team, you get the right level of support at the right time; no long-term hiring contracts, no one-size-fits-all model, and no compromise on quality. Just scalable accounting built around your business.

Do you offer both short-term and long-term engagements?

Yes. We can support clients on a project basis or through ongoing fractional roles, depending on the scope of work and the duration of support that you need.

Our Services

What kinds of fractional accounting services do you offer?

We provide comprehensive outsourced accounting services and financial strategic support, including:

  • Fractional CFO leadership including budgeting, forecasting, and cash flow management
  • Controller oversight
  • Full-service bookkeeping
  • Software solutions including a systems migration, and implementation
  • Executive recruiting services

Each engagement is customized to fit your company’s operational needs and financial goals.

Do you support short-term or project-based work?

Yes. Whether you need a rapid clean-up, a systems project, or temporary coverage, we offer flexible project-based engagements designed to solve immediate challenges quickly and effectively.

Can you work with our internal accounting team?

Absolutely. Many clients use The A Team to enhance or elevate their existing team. We can fill skill gaps, add capacity, guide leadership, or manage the entire finance function end-to-end.

Do you provide recruiting services for finance and accounting roles?

Yes. We connect organizations with qualified finance professionals who fit both the technical and cultural needs of your team. Our Executive Recruiting services cover accounting roles such as bookkeepers, controllers, and CFOs, both fractional and full-time, as well as other business roles you might need..

Pricing & Engagement

How does pricing work?

We don’t operate on a “one-size fits all” basis. We customize each engagement to our Client’s needs while staying mindful of their budget. Every engagement begins with a complimentary assessment so we can determine the right structure for you.

Is there a minimum commitment?

For ongoing engagements, we typically recommend a 3-month commitment to maintain continuity and strong process-building. Project engagements are scoped individually based on complexity and deliverables.

Technology & Software

What tools and platforms do you support?

Our AccountingIQ software solutions practice helps clients modernize their tech stack to create efficient, accurate, and automated financial workflows. Some of the software tools we use are:

  • QuickBooks Online & Desktop
  • Xero
  • NetSuite
  • Sage Intacct
  • Bill.com
  • Expensify
  • Fathom
  • PowerBI
  • Jirav
  • Ramp
  • Tipalti
  • Fyle
  • SAP Concur
  • A2X
  • Taxjar
  • Cash Flow Frog
  • SOS Inventory
  • Divvy
  • Gusto, ADP, Paychex, Rippling

Can you help us migrate to a new accounting system?

Yes. Our AccountingIQ Software Solutions Practice handles system selection, data migration, configuration, workflow design, integrations, and training to provide you with a smooth and successful transition.

Onboarding & Workflow

What does onboarding entail?

Our onboarding process is structured, collaborative, and transparent. Our goal is to build a foundation that supports your long-term success. The process typically includes:

  1. Review of the engagement process.
  2. Review of timelines, deliverables, processes and responsibilities.
  3. Establishing ongoing reporting, timing, meeting cadence, and communication rhythms.
  4. Best practices to make the relationship successful.

How long does onboarding usually take?

Most onboarding periods range from three to four weeks to get up and running This depends on your systems and the scope of work. More complex system integrations or multi-entity structures may take slightly longer.

How do we communicate with your Team?

You’ll have a dedicated Team lead and consistent access to your accounting professionals via email, phone, and video. We integrate seamlessly into your workflow.

Industries & Ideal Fit

What industries do you serve?

We work with a diverse portfolio of clients including professional services, SaaS, ecommerce, real estate, nonprofit, law firm, health and wellness, and more. Our Team’s deep and varied experience allows us to adapt to the unique needs of each industry.

What if our company eventually hires full-time staff?

We fully support that evolution. When you’re ready, our Recruiting Division can help recruit, train, and transition responsibilities to your internal team, ensuring a smooth and efficient handoff.

Getting Started

How do we know if The A Team is the right partner for us?

If you’re looking for reliable accounting, actionable financial insight, streamlined processes, or modern systems that scale, you’re in the right place. Most clients come to us when growth outpaces their internal financial structure or when they’re ready to elevate their finance function.

How do we get started?

Reach out through our contact us form or call 646-849-4267 to schedule a complimentary consultation. We’ll learn about your business, discuss your goals, and design a solution tailored to your needs.

What should I prepare before my first consultation?

Recent financial reports, details about your accounting systems, and a list of priorities and pain points can be helpful. Plans for growth and desired scope of work will also be discussed. If you’re not sure where to start, our Team will guide you through the process.

Can I start with one service and expand later?

Absolutely. You can begin with  a specific project or service, and then add additional ongoing services as your budget allows.

Client Support

How often will we meet during an engagement?

Weekly meetings are recommended during the onboarding process. We then discuss the Client’s scheduling preferences and availability. Meeting frequency can vary depending on the engagement and scope of work.

How do you keep us updated on progress?

Regular touchpoints are part of our workflow to confirm alignment and address any new needs as they arise. We provide regular updates through monthly status reports, email summaries, and check-in calls, all designed to keep you informed on current progress, upcoming milestones, and next steps.

What happens if our business requirements change during the engagement?

We understand priorities shift. If your goals or timeline change, we’ll revisit the scope and adjust accordingly to keep things aligned with your current direction.

Resources

Do you offer training sessions for internal teams?

Yes, we provide optional training for accounting software, financial reporting, and workflow setup. These sessions can be scheduled virtually or in person, depending on your location and services required.

Where can I find case studies from The A Team Consulting?

You can explore our Blog for insightful articles written by our Team.