Compare the roles beneath the package
Burkland describes fractional CFO and strategic finance alongside accounting, tax, HR, and payroll. airCFO's finance page separates FP&A, fractional CFO support, and fundraising advisory, with accounting and people operations in its broader offering. Make both proposals identify the person who performs each role and the deliverables attached to it.
| Role or requirement | Burkland discussion | airCFO discussion |
|---|---|---|
| Accounting | Accounting team, close and controller requirements | Monthly accounting and process work |
| Model maintenance | Strategic-finance scope and update cadence | FP&A model updates and scenario work |
| Executive finance | Fractional CFO availability and responsibilities | Fractional CFO assignment and senior involvement |
| Fundraising | Investor and board work in the accepted scope | Fundraising advisory deliverables |
| People operations | HR and payroll services actually purchased | People-operations tasks actually purchased |
References: Burkland: Finance and HR services; airCFO: Startup accounting services; airCFO: Finance and fractional CFO services; airCFO: Accounting, finance, tax and people operations
Distinguish an updated model from a useful operating decision
A financial model can be internally consistent while relying on assumptions that management has not approved. Ask who owns sales expectations, collection timing, hiring dates, and spending commitments. The finance provider can help test those assumptions, but it still needs the business's operating knowledge.
Take a real decision into the interview. Suppose the company is considering another sales team or a product investment. Explain the expected cost, timing, and available evidence, then ask what analysis the proposed adviser would produce. Look for a clear explanation of the questions to resolve and the conditions that would change the recommendation.
For both providers, identify how much of the engagement is analyst work and how much is CFO attention. Ask who joins management meetings, how frequently they are available, and what happens when a live financing demands more time. A senior title on a service page should lead to a conversation with the person proposed for your account.
Connect the close to the forecast without confusing the two
The accounting team should identify when actual results are ready for the forecast. Ask how the model owner receives those results, what checks are performed, and how changes to a closed period are communicated. If preliminary numbers are used before final review, label them clearly and agree when they will be replaced.
Ask the proposed accounting lead to walk through one significant balance relevant to the company. For a subscription business, that may be a revenue schedule. For a hardware business, it may be inventory. The lead should explain the inputs, preparer, reviewer, and escalation process. Apply the same questions to each team so differences in presentation do not obscure differences in responsibility.
If the company already has a capable controller, describe the work that person will retain. The outside team may be most useful in a narrower capacity. Avoid paying two groups to produce different versions of the same report without an agreed source and owner.
Define payroll and people responsibilities before moving them
Burkland and airCFO both describe people-related services alongside finance. If you intend to buy them, list the specific tasks: onboarding coordination, payroll preparation, payroll approval, benefit administration, employee-record maintenance, or advice to management. Confirm the applicable jurisdictions and any local specialists needed.
Then trace how a change reaches finance. A delayed start date affects a hiring model; a bonus affects payroll and accounting; a new location can raise questions for the appropriate tax and employment professionals. Ask who notices the change, who makes the decision, and who updates the relevant records.
Retain separate approval for payments and sensitive employee changes where the business requires it. Accounting staff may need payroll reports without access to edit compensation or bank details. Agree the practical access arrangement rather than relying on the phrase full back office.
References: Burkland: Finance and HR services; airCFO: Accounting, finance, tax and people operations
Ask how the engagement changes as the company changes
Burkland describes fixed and hourly arrangements depending on the service. airCFO presents support through startup stages. Request a quote based on your current workload, then ask how it changes under a specific scenario: another entity, an acquisition, a funding round, or substantially more customer contracts.
Compare the first-year total with the ordinary recurring cost. Include cleanup, implementation, tax work, financing projects, and third-party software. Have each provider identify the assumptions behind the quote and the process for approving additional work. The useful result is a predictable scope discussion, even when the future fee cannot be fixed in advance.
References: Burkland: Service pricing and scope; airCFO: Accounting, finance, tax and people operations
Meet the proposed leads before deciding
The public pages establish that both providers offer services worth discussing for a startup. They do not establish which specific team will understand your operating model or work best with your managers. Ask to meet the accounting lead and the senior finance professional associated with the proposal.
Use that meeting to agree the first reporting cycle, model update, management discussion, and tax or payroll handoffs. Record what your company supplies and how urgent questions are handled. Choose the provider whose named team can explain a complete assignment that fits your present business and anticipated next step.
Sources
Requirements and product details can change. Check the linked guidance for the facts that apply to your situation.
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General information, not personalized accounting, tax, legal, or investment advice. Have the appropriate qualified professional review decisions that depend on your circumstances.