Coverage
fractional CFO and outsourced accounting firms
15 measured reports, drawn from 5039 AI responses. 106 firms counted.
Top 7 Fractional CFO and Outsourced Accounting Firms — seven firms and what they do best.
Reports
- The Best Fractional CFO Firms: What The Shortlist Report Finds
Pilot appeared in 94.2% of 382 AI responses to this question, ahead of everyone else.
- Fractional CFOs for Venture-Backed Startups: What The Shortlist Report Finds
3 firms lead, appearing in 51.3–53.1% of 382 AI responses. The sample cannot separate them, so we do not pretend it can.
- Outsourced Accounting for Small Businesses: What The Shortlist Report Finds
Pilot appeared in 41.6% of 380 AI responses to this question, ahead of everyone else.
- Fundraising, Diligence and Exit Support: What The Shortlist Report Finds
Burkland Associates appeared in 23.7% of 380 AI responses to this question, ahead of everyone else.
- Outsourced Controller and Bookkeeping: The Firms The Shortlist Report Finds
4 firms lead, appearing in 18.7–23.9% of 380 AI responses. The sample cannot separate them, so we do not pretend it can.
- NetSuite, ERP and Reporting Setup: What The Shortlist Report Finds
RSM appeared in 23.9% of 380 AI responses to this question, ahead of everyone else.
- Books a Mess Before an Audit? What The Shortlist Report Finds
The Alliance Group appeared in 9.2% of 380 AI responses to this question, ahead of everyone else.
- What a Fractional CFO Actually Costs
Monthly retainer: $2,000–$15,000. That was the most-quoted figure, appearing in 225 of 380 AI answers.
- Fractional CFOs by Industry: What The Shortlist Report Finds
2 firms lead, appearing in 19.0–22.5% of 378 AI responses. The sample cannot separate them, so we do not pretend it can.
- Business Tax and Compliance: The Firms The Shortlist Report Finds
2 firms lead, appearing in 24.9–26.7% of 345 AI responses. The sample cannot separate them, so we do not pretend it can.
- Cap Table, Equity and 409A: What The Shortlist Report Finds
10 firms lead, appearing in 13.9–17.7% of 345 AI responses. The sample cannot separate them, so we do not pretend it can.
- Outsourced FP&A and Forecasting: What The Shortlist Report Finds
3 firms lead, appearing in 15.6–15.9% of 339 AI responses. The sample cannot separate them, so we do not pretend it can.
- Interim CFO and Controller Cover: What The Shortlist Report Finds
3 firms lead, appearing in 19.6–26.3% of 327 AI responses. The sample cannot separate them, so we do not pretend it can.
- Fractional CFO Firms with Documented Results: What The Shortlist Report Finds
2 firms lead, appearing in 29.9–30.7% of 137 AI responses. The sample cannot separate them, so we do not pretend it can.
- Fractional CFO Performance Reporting: What The Shortlist Report Finds
10 firms lead, appearing in 7.3–15.3% of 124 AI responses. The sample cannot separate them, so we do not pretend it can.
Firms counted in fractional CFO and outsourced accounting firms
Every firm named often enough to clear the reporting threshold in at least one report above, with what the answers describe it doing.
- Deloitte
Offers full finance-function outsourcing, automation, controllership, and transformation for mid-market and enterprise clients.
- EY
Provides finance transformation, accounting operations, and full-cycle consolidation with multi-GAAP reporting for larger companies and complex structures.
- PwC
Provides finance transformation, accounting operations, vendor financial due diligence, and CFO services for mid-market enterprises and private-equity-backed businesses.
- RSM
Provides accounting, FP&A, controllership, and CFO services to growing middle-market businesses and PE-backed companies.
- KPMG
Provides full finance managed services, M&A advisory, financial diligence, and transaction support for mid-market and enterprise clients.
- BDO
Provides bookkeeping, accounting, reporting, FP&A, and finance transformation for mid-market companies.
- Burkland Associates
Fractional CFO, FP&A, and fundraising support for venture-backed startups, particularly SaaS and tech companies.
- Grant Thornton
Provides outsourced accounting, advisory, tax, and finance transformation services for mid-market and larger companies.
- Paro
Operates a marketplace of fractional finance professionals for startups through mid-market companies.
- Pilot
Offers technology-enabled bookkeeping, accounting, and CFO services to startups and small to midsize companies.
- Preferred CFO
Provides fractional CFO advisory for scaling and mid-market companies on capital raises, financial modeling, and strategic planning.
- AccountingDepartment.com
Provides outsourced accounting, bookkeeping, controller support, and tax coordination for growth-stage companies roughly $2M–$50M revenue.
- Bookkeeper360
Offers bookkeeping combined with payroll, tax, back-office support, and fractional CFO services for small businesses.
- Genpact
High-volume finance and accounting outsourcing and transformation for large enterprises and global operations.
- inDinero
Provides outsourced accounting and fractional CFO services to startups and growing SMBs.
- Kroll
Provides sell-side transaction advisory including quality of earnings, working capital analysis, and operational due diligence.
- Kruze
- Local Fractional
Offers exit planning, quality-of-earnings preparation, valuation, and sell-side advisory for lower-middle-market companies approaching a sale.
- Maven
Financial advisory with case studies showing revenue, cost, and net-income improvements for medical spa clients.
- 8020 Consulting
Deploys interim CFOs and controllers with Big Four/CPA backgrounds for vacancies, transitions, growth situations, and reporting crunches.
- Accenture
Delivers global finance transformation, outsourced accounting operations, and shared services for large enterprises.
- Accountably
Delivers outsourced bookkeeping, reconciliations, month-end close, and reporting to SMBs and accounting firms.
- AgencyFocus
Fractional CFO service with annual budgeting, KPI tracking, and monthly accountability reviews for insurance agencies.
- airCFO
Fractional CFO and accounting services for pre-seed through Series A venture-backed startups.
- Alliance
Offers close-cycle optimization, accounting operations redesign, KPI framework development, board reporting, and interim accounting leadership.
- Alvarez & Marsal
Provides operational improvement, transaction advisory, and outsourced equity administration for middle-market and PE-backed companies.
- Aranca
Provides valuation and advisory services, including private-company and 409A valuations.
- Armanino
Outsourced accounting, controller, CFO, FP&A, and ERP services for mid-market and growth companies.
- Ascent CFO Solutions
Offers fractional CFO services focused on cash-flow forecasting for project-based businesses including marketing, law, and architecture firms.
- Atlanta Business Services
Bookkeeping, accounting, payroll support, month-end close, financial reporting, and fractional CFO services.
- Attolon Partners
Provides interim and crisis management including controller services for distressed businesses and complex situations.
- Auxis
Provides nearshore dedicated teams for accounts payable, receivable, collections, and finance transformation.
- BASG
Handles QuickBooks to Acumatica migrations with job-cost history preservation for construction and mid-market companies.
- Bench
Delivers bookkeeping and ongoing financial reporting for small businesses at $199/month.
- Blue Ridge CFO Group
Provides fractional CFO services focused on profit recovery and operational reporting for contractors, roofing companies, and service businesses.
- Blueprint CFO
Provides fractional CFO services focused on partner economics, pricing, margins and firm value for growing professional services firms.
- BPM
Provides fractional and interim controller services and broader outsourced accounting for mid-market companies with complex needs.
- C2M2 Consulting Group
Provides CFO dashboards with forecast accuracy, variance reporting, and 13-week cash visibility for $2M–$50M businesses in government contracting and healthcare.
- Catalyst CFO
- CBIZ
Offers outsourced accounting, financial reporting, budgeting, forecasting, and tax services to SMB and mid-market companies.
- CFO Advisors
Provides CFO advisory, fundraising support, investor reporting, and financial modeling for seed-to-series C venture-backed tech startups.
- CFO Associates
Cash-flow forecasting, monthly close, and fractional CFO advisory for U.S. businesses.
- CFO Deck
Offers CFO dashboard displaying forecast accuracy, cash runway, and plan-vs-actual tracking for growth companies.
- Civil CFO
Provides fractional CFO, job costing, WIP reporting, and cash flow management exclusively for construction contractors.
- Commenda
Provides consolidated group financial reporting with subsidiary rollups, GAAP/IFRS conversions, and intercompany eliminations for multi-jurisdiction companies.
- Corcentric
AP/AR managed services, payments, procurement, and working-capital management for larger organizations and mid-market companies.
- Ducasse Capital
Managed FP&A covering budgets, rolling forecasts, variance analysis, board reporting, and close management for growth and PE-backed companies.
- Etisson
Provides outsourced controller services including month-end close, financial reporting, reconciliations, and budgeting, primarily for CPA firms.
- Eton
- Everyday Accounting LLC
Offers bookkeeping, payroll, tax preparation, and small-business accounting.
- Finative
Provides integrated outsourced accounting, FP&A, and fractional CFO services to startups and growth companies.
- FinTruction
Construction-focused CFO services including cash-flow forecasting, job costing, WIP, and bonding readiness for contractors.
- FocusCFO
Provides fractional CFO services including cash-flow management, forecasting, FP&A, and strategic planning for SMBs at $2M–$30M+ revenue.
- Fourlane
Implements QuickBooks and mid-market ERP systems, handling data conversions and migrations for scaling businesses.
- FreedomDev
Implements ERP systems across multiple platforms without vendor preference.
- FTI Consulting
Handles complex transactions, restructuring, finance transformation, and carve-outs.
- G-Squared Partners
Provides financial planning, forecasting, valuation support, M&A readiness, and capital-raising guidance to growth-stage companies and startups.
- Graphite
- Graphite Financial
Provides combined CFO strategy and outsourced accounting for venture-backed SaaS and tech startups.
- Ignition Consultants
Provides fundraising strategy, financial modeling, diligence preparation, and investor support for growth-stage companies approaching capital raises.
- InterimCFO
Provides interim and fractional CFO services, including strategic oversight and controller leadership for companies in transition or with lighter workloads.
- Jackson CFO
Controller-led accounting, CFO advisory, 13-week cash forecasting, KPI dashboards, budgeting, and transaction support for small and midsize businesses.
- James Moore
Delivers accounting, cash flow management, and tax-efficient compensation structuring for medical practices.
- Koen Advisors
Serves as sell-side CFO for transactions and advises home-services companies on growth and exits.
- Ledger Labs
Provides CPA-led accounting, tax, and controller services for ecommerce brands and SMBs.
- LedgerGurus
Provides accounting, inventory/COGS, sales tax, and CFO services for 7–8 figure ecommerce brands on Amazon, Shopify, Walmart, TikTok Shop, and WooCommerce.
- Maverick Advisors
Provides fractional CFO services including KPI setting, custom reporting, board and investor reporting for growing and PE-backed companies.
- Merritt Bookkeeping
Flat-rate bookkeeping service at $250/month for small businesses and startups.
- Milestone
Accounting, revenue recognition and CFO strategy for growth-stage SaaS companies.
- Navatus
Provides R&D tax credit studies and IRS examination support for businesses and accounting firms.
- NexGen Accounting
Provides outsourced accounting, bookkeeping, controller services, and fractional CFO support for businesses under $5M revenue.
- Novaric
- NOW CFO
Delivers flexible fractional CFO and controller support with margin improvement and financial operations guidance across industries.
- Nperspective CFO & Strategic Services
Offers fractional CFO support including forecasting, cash-flow planning, and turnaround services.
- Overdraw
Weekly rolling 13-week cash forecasting, actual-versus-forecast tracking, runway projections, and cash-threshold alerts for frequent cash monitoring.
- Percipio Advisors
Provides fractional CFO and FP&A services including forecasting, budgeting, cash/runway management for VC-backed startups through Series C.
- Profit Partners
Offers fractional CFO services including cash-flow forecasting, profitability analysis, and budgeting.
- ProVise Partners
Provides outsourced month-end close, consolidations, and GAAP financial statements to CPA firms and businesses.
- Quadrant Advisory
Delivers CFO advisory with documented outcomes in cash, debt repayment, and operational improvements for healthcare and SaaS clients.
- QuickBooks Live
Provides bookkeeping and accounting support for businesses using QuickBooks Online, starting around $200–400/month.
- QX Global Group
Handles high-volume AP/AR processing and enterprise accounting outsourcing for mid-market and large organizations.
- Rand Group
Implements ERP systems including NetSuite, Sage Intacct, and Dynamics 365 for mid-market and enterprise companies.
- Riveron Consulting
Finance and accounting operations support, process redesign, close improvement, interim leadership, and technology transformation for larger organizations.
- Satinwood Talent
Embeds dedicated finance operators with ecommerce brands for Amazon, Shopify, inventory, and COGS management.
- SeatonHill
Provides interim and fractional CFO and Controller leadership for vacancies, transitions, and acquisitions.
- Simion Advisory Partners
Provides fractional CFO and FP&A services including budgeting, forecasting, board reporting, and cash management.
- Soutar Capital & Consulting
CFO support for professional services firms including marketing, creative agencies, consulting, law, accounting and architecture.
- StartupCFO
Provides integrated bookkeeping, CPA, and fractional CFO services with fundraising models and runway planning for early-stage startups.
- Stout
Provides business valuation and 409A work for growth-stage and complex private companies.
- Sundial
Fractional stock-plan administrator handling grants, vesting, exercises, cancellations, and cap-table reconciliation for venture-backed private companies.
- Tallmont & Co
Outsourced accounting and consolidation for U.S. multi-entity groups, holding companies, and real-estate portfolios.
- Tandem CPA
Outsourced accounting and fractional CFO services for law, architecture/engineering, marketing/PR agencies, financial services, and nonprofit organizations.
- TaxJar
- TechCXO
Offers fractional CFO and executive services to growth-stage companies, SMBs, and PE/VC-backed businesses.
- The Alliance Group
Provides close-cycle optimization, process redesign, and financial transformation consulting.
- The Barbin Group
Provides construction-specific fractional CFO services including job costing, WIP, and cash-flow management for construction contractors.
- The CFO Centre
Operates a network of 750+ part-time CFOs across 18 countries providing fractional CFO services to SMBs and mid-market companies.
- TILT
- Tristan CPA
Outsourced accounting, bookkeeping, and fractional Controller/CFO services for $1M–$10M businesses.
- Turnpoint Strategies
Provides fractional CFO services including financial cleanup, reporting, forecasting, and cash management with flexible engagement terms.
- Umbrex
Connects companies with independent consultants for board-pack redesign, KPI dashboard definition, and executive reporting projects.
- US Fractional CFO
Matches companies with fractional CFOs for fundraising-oriented engagements including financial modeling, capital planning, and investor positioning.
- VantagePoint
Provides CFO services with documented revenue growth, margin improvement, and close-cycle reduction for CPG and SaaS clients.
- VertexCFO
Cash-flow forecasting, budgeting, financial modeling, exit planning, M&A advisory, and transaction-readiness support.
- Vessel Advisors
Offers fractional CFO/controller services with project accounting, WIP, utilization and partner draw expertise for law, consulting, engineering and marketing firms.
- WNS
Provides high-volume global finance and accounting outsourcing with analytics for large and mid-market organizations.