Straight answers about what we do, what we don't, and how working together runs.
The work a full-time CFO would do (owning the close, policies, reporting, cash visibility, and lender and audit preparation), delivered part-time and sized to where your business is today.
A bookkeeper records transactions. A fractional CFO owns the finance function: the policies behind the numbers, the close, cash visibility and the reporting lenders and owners ask for. Compared with a full-time CFO, you get that leadership part-time, sized to your business.
Practical help applying AI and automation to repetitive finance and back-office work, with human review and controls kept in place. We start by finding where it actually saves effort, and we don't automate for its own sake.
Yes. Automated steps are set up with review points and an audit trail, and your team keeps sign-off.
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No. Moses Mashiah CFO does not fund, lend or broker deals. We work on the finance function of MCA funding companies.
No. We don't provide legal or licensing advice, and trust-account rules vary by state. We help keep the accounts reconciled and reported.
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No. We prepare your books and records for an independent auditor (audit preparation and audit readiness). We don't perform audits, issue opinions or provide attestation.
No. We prepare a clean year-end package and refer you to independent tax professionals for tax advice and returns.
Engagements usually start with a cleanup project and continue as a monthly retainer, following four stages: Assess, Document, Run and Ready.
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We work with the CRM, bank and general ledger you already use.
Through a secure client portal. Please don't send financial documents by email or through this website.