Frequently Asked Questions
Learn how SMG Capital supports growing businesses with CFO advisory, financial infrastructure, and strategic clarity.
What kind of companies does SMG Capital work with?
We typically support companies in the $10M–$100M revenue range, especially those in multi-unit, manufacturing, or property-based operations looking to scale efficiently.
What services does SMG offer?
Our services include bookkeeping, FP&A, budgeting, long-term financial planning, reporting infrastructure, capital strategy, and strategic finance advisory. We also conduct onboarding reviews and build KPI dashboards.
How is SMG different from a traditional accounting firm?
We are not a public accounting firm. Our focus is on internal financial performance, growth, and operations — not tax or audit. We build systems, provide insights, and act as a true partner to owners and operators.
What does the onboarding process look like?
We start with a portfolio onboarding review — a deep dive into your books, systems, and financial team. From there, we establish a roadmap based on your growth goals and gaps in your current setup.
Do you replace my CFO?
Not necessarily. We can supplement existing leadership or act as a fractional CFO. Many clients engage us when they need strategic finance but aren’t ready for a full-time hire.
How do you charge for services?
We offer transparent pricing based on scope and complexity. Engagements are typically structured as monthly retainers, with additional services like capital strategy available as needed.
What industries do you specialize in?
We specialize in multi-location businesses — including restaurants, franchises, property management, industrial projects, and manufacturing — where unit-level clarity and scaling systems are essential.
What is included in an FP&A package?
Our FP&A packages include budget vs actuals, variance analysis, forecasts, KPI scorecards, long-term planning, and board/lender-ready presentations. We also build operating strategies informed by real-time data.
