Frequently Asked Questions

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  • What makes BC Advisory different from competitors?

    BC Advisory brings together Big 4-level expertise with a highly personalized, hands-on approach. We don’t just deliver reports, we provide strategic insights and practical solutions tailored to your goals. Our team is responsive, transparent, and collaborative, with experience across industries and company stages,from early-stage startups to Fortune 500 companies.

  • What industries does BC Advisory work with?

    We serve a broad spectrum of industries, including manufacturing, professional services, technology, healthcare, retail, construction, and more. Our diverse experience allows us to understand industry-specific challenges and regulations, ensuring solutions that fit your business’s unique needs.

  • What types of companies do you work with?

    We work primarily with small to mid-sized businesses across various stages, from startups and growing companies to established enterprises.

  • What is the difference between bookkeeping, outsourced controller, and fractional CFO services?

    Bookkeeping covers the basics: recording transactions, reconciling accounts, and keeping your books accurate and up to date.


    Outsourced Controller adds structure: overseeing the monthly close, producing financial statements, and ensuring compliance with GAAP and internal controls.


    Fractional CFO provides strategic guidance: offering forecasting, budgeting, cash flow management, KPI tracking, and support for lenders, investors, or board-level decisions.

  • What is onboarding like?

    Our onboarding process is designed to be seamless and efficient. It begins with a thorough discovery session to understand your current financial systems and goals. We then handle data migration or system setup, customize reporting frameworks, and provide training as needed. Throughout the process, we maintain close communication to ensure a smooth transition and minimal disruption.

  • Are there any setup fees?

    Setup fees depend on the scope and complexity of your onboarding needs, including data migration and system customization. We provide clear, upfront pricing so there are no surprises.

  • How do you price engagements?

    We offer flexible pricing models tailored to your business size and service requirements. Options include fixed monthly fees for ongoing services and hourly rates for project-based work. Our goal is to align pricing with the value delivered, providing cost-effective solutions.

  • How often will I receive financial reports?

    We provide financial reporting on a schedule that fits your needs, typically monthly or quarterly. Reports can include profit & loss statements, balance sheets, cash flow statements, KPI dashboards, and custom insights tailored to your goals. We’re also available to walk through results with you so you’re never left interpreting numbers alone.

  • Is a Buy-Side Quality of Earnings (QoE) report necessary?

    A Buy-Side Quality of Earnings report is a critical tool for any buyer looking to thoroughly understand the financial health and earnings sustainability of a target company before completing an acquisition. It provides an in-depth analysis of normalized earnings, cash flow, and adjustments to reported financials, helping identify risks, validate purchase price assumptions, and uncover potential deal breakers. Investing in a QoE report enables buyers to make informed decisions and negotiate from a position of strength.

  • Why should a seller consider a Sell-Side Quality of Earnings report?

    A Sell-Side Quality of Earnings report prepares your business for the sale process by proactively addressing buyer concerns and clarifying your financial performance. It helps identify and resolve any earnings irregularities or adjustments ahead of time, enhances transparency, and increases buyer confidence. This can shorten due diligence timelines, reduce negotiation friction, and ultimately maximize transaction value.