Frequently Asked Questions
Everything you want to know about working with Futurise — answered honestly.
We specialize exclusively in construction, trades (electrical, plumbing, HVAC, roofing, and more), and light-to-mid-market manufacturing. Our clients typically generate $2M to $50M in annual revenue.
We provide fractional CFO services, small business accounting, bookkeeping, tax advisory, business and individual tax preparation, and Sage 100 Contractor accounting services. We are a fully integrated team — not separate vendors.
A fractional CFO provides CFO-level financial leadership — budgeting and forecasting, cash flow management, job costing and WIP analysis, lender and bonding preparation, and strategic guidance on hiring, equipment, contracts, and exit planning — for a fraction of the cost of a full-time hire.
Most CPA firms focus on compliance: filing your taxes and keeping you out of trouble. Futurise goes further — integrating your bookkeeping, tax strategy, and CFO-level advisory so that all three functions work together. One team. One financial picture. No gaps between your accountant and your bookkeeper.
Yes. We are headquartered in Raleigh, NC, but we serve construction and manufacturing businesses nationwide. The majority of our work is done remotely, so geography is not a limitation.
Our engagements are structured around your business size and needs. Monthly retainer packages start at $1,800/month for Financial Foundation (bookkeeping + tax), $3,500/month for Operating Clarity (adds WIP, KPIs, and advisory), and $5,500/month for Strategic Leadership (full CFO support). À la carte options are also available. Pricing depends on scope and complexity — we confirm on your discovery call.
Schedule a free 30-minute discovery call with us. We'll learn about your business, your current situation, and what support would look like. No obligation. You can book at calendly.com/helen-zhang-futurisegp/30min or call us at 919-590-5567.
Yes — we specialize in Sage 100 Contractor. We go far beyond basic data entry: job costing setup, WIP reporting, AIA billing, certified payroll, and custom reporting. If your Sage 100 books need cleanup or restructuring, we can handle that too.
Absolutely. Proactive, year-round tax planning is a core part of what we do. We review your situation quarterly, identify planning opportunities in real time, and help you make moves — on entity structure, owner compensation, depreciation, and retirement planning — before they're locked in.
That depends on your engagement level. Clients on Operating Clarity receive priority email support on tax questions. Clients on Strategic Leadership receive direct tax advisor access with a 24-hour response target. All clients receive responses within one business day.