All roles

Fractional CFO — 45 Minute Paid Customer Research Interview

Remote · USA Full-time New today

I'm an early stage founder building an AI-native financial intelligence product for small businesses (agencies, service firms, and solo S-Corps in the $150K to $5M revenue range). Before I build further, I'm talking to experienced fractional CFOs to understand how you actually work with clients day to day and where the biggest pain points sit. This is customer research, not a hiring conversation. I'm not looking to retain a CFO. I'm looking to learn from people who do the job. What I'm offering - $175 flat rate for a 45 minute video call - Paid through Upwork on completion - One call, no follow up expected unless you want to stay in touch What I'm looking for in your background - Active or recent fractional CFO experience working with small businesses - Ideally some clients in the $500K to $5M revenue range What we'll cover - A typical week with one of your clients - The first things you do when onboarding a new client - The questions your clients ask you most often - The biggest cash flow and tax mistakes you see owners make - What tools you and your clients use today, and what's missing - Your honest reaction to the product concept Please include - A one or two sentence description of the types of SMB clients you typically work with -Your rough client revenue range Apply tot his job Apply To this Job Apply tot his job Apply To this Job Apply tot his job Apply To this Job

Related roles

Fractional CFO (Full Time Role)

Remote · USA Full-time

Fractional Interim CFO — CPG / Food / Inventory Heavy Startup

Remote · USA Full-time

CFO Advisory Team

Remote · USA Full-time

Fractional CFO || Revenue Opportunity

Remote · USA Full-time

Fractional CMO

Remote · USA Full-time

Fractional CMO (Remote)

Remote · USA Full-time

Fractional CMO (Remote)

Remote · USA Full-time

USA Fractional CMO (b2c subscription)

Remote · USA Full-time

USA Fractional CMO (b2c subscription)

Remote · USA Full-time

Fundraising Program Director for a Christian Ministry (Fractional CMO)

Remote · USA Full-time

Remote Customer Service Agent | Travel Booker

Remote · USA Full-time

Experienced Full Stack HR Technology Analyst – Workday & People Systems Development

Remote · USA Full-time

Experienced Remote Customer Service Representative – Deliver Exceptional Customer Experiences from the Comfort of Your Own Home

Remote · USA Full-time

Connectivity Engineer

Remote · USA Full-time

Medical Review Nurse (RN) (Post Appeals; must be licensed in IL or WI)

Remote · USA Full-time

Experienced Customer Experience Analyst – Delivering World-Class Shopping Experiences for arenaflex

Remote · USA Full-time

Customer Service Executive – Earn $23/Hour – Washington, D.C.

Remote · USA Full-time

IT Specialist (Health Policy and Management)

Remote · USA Full-time

Enterprise Azure Architect

Remote · USA Full-time

Experienced Data Entry Specialist – Remote Opportunity with arenaflex

Remote · USA Full-time