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

Sales Application Engineer

Remote · USA Full-time

Experienced Customer Service Representative – Delivering Exceptional Experiences in Forney, TX at arenaflex

Remote · USA Full-time

Licensed P&C Insurance Professional - Sales and Service (Signing Bonus)

Remote · USA Full-time

Part-Time Data Entry Specialist - Work From Home Opportunity with arenaflex

Remote · USA Full-time

Experienced Part-Time Remote Data Entry Specialist – Flexible Work-From-Home Opportunity with arenaflex

Remote · USA Full-time

Customer Portfolio Manager (CPM)

Remote · USA Full-time

Applications Programming Analyst

Remote · USA Full-time

Administrative Assistant / Data Entry Clerk (Remote Work From Home Online Telecommute)

Remote · USA Full-time

Senior Cloud Platform Engineer

Remote · USA Full-time

Experienced Remote Customer Support Representative – Deliver Exceptional Customer Experiences with arenaflex

Remote · USA Full-time