TheShortlist Report

Measured research on who gets recommendedLatest reading

Research · Buying guides · No paid placement

Firm profile

CFO Associates

CFO Associates was named in 1 of the 15 fractional CFO and outsourced accounting firms questions measured by The Shortlist Report, appearing in 12 of the 380 AI responses sampled across those questions (3.2%).

No website recorded · Last measured · how we measure

1 / 15Questions named in
12Responses naming it
3%Of 380 sampled
2Best tier reached

CFO Associates is strongest on “Our books are a mess and we have an audit coming. Who can help?”, where it was named in 12 of 380 responses (3.2%), placing it in tier 2 of that report.

What CFO Associates is surfaced for in fractional CFO and outsourced accounting firms

Based on the measured answers, CFO Associates is most likely to be surfaced when buyers ask about “Our books are a mess and we have an audit coming. Who can help?”.

How the answers describe the firmCash-flow forecasting, monthly close, and fractional CFO advisory for U.S. businesses.

In this sample, CFO Associates was named on 1 of the 14 fractional CFO and outsourced accounting firms ranking questions measured. These are the buyer questions where it appeared most often:

This describes when the firm is surfaced, not whether it is the right firm to hire. The sample measures recommendation visibility, not client outcomes.

Every question in fractional CFO and outsourced accounting firms

CFO Associates was named on 1 of these 14 ranking questions. The rest are questions buyers ask that it did not come up for — with whoever did.

Leader is the most-named firm on that question. The last column shows where CFO Associates placed, or a dash where it was not named often enough to clear the reporting threshold. Every row links to the full report.
QuestionLeaderCFO Associates
What are the best fractional CFO firms?382 answersPilot94%—
Which fractional CFO firms work with venture-backed startups?382 answersPilot53%—
What is the best outsourced accounting firm for a small business?380 answersPilot42%—
Which fractional CFOs help prepare a company for fundraising?380 answersBurkland Associates24%—
Which firms provide outsourced controller services?380 answersEtisson24%—
Who can implement NetSuite or a real ERP for a growing company?380 answersRSM24%—
Our books are a mess and we have an audit coming. Who can help?380 answersThe Alliance Group9%3% · tier 2
Which outsourced accounting firms specialize in particular industries?378 answersVessel Advisors23%—
Which outsourced firms handle business tax and compliance?345 answersPwC27%—
Who manages cap tables, equity administration and 409A valuations?345 answersArmanino18%—
Who builds budgets, forecasts and board reporting?339 answersQX Global Group16%—
Who provides interim finance leadership at short notice?327 answersInterimCFO26%—
Which fractional CFO firms have documented client results?137 answersQuadrant Advisory31%—
Which fractional CFO firms tie their work to measurable business outcomes?124 answersLocal Fractional15%—
How much does a fractional CFO cost per month?pricing · 380 answerswhat firms charge—

Who leads fractional CFO and outsourced accounting firms overall: Pilot tops 3 of 14 · Armanino tops 1 of 14 · Burkland Associates tops 1 of 14 · Etisson tops 1 of 14 · InterimCFO tops 1 of 14 · Local Fractional tops 1 of 14. See all reports.

Where CFO Associates was named

One row per report in which CFO Associates cleared the reporting threshold. Reports where it was not named often enough to clear that threshold are not listed. Each report states its own sample size and collection window.
QuestionTierResponsesShare
Our books are a mess and we have an audit coming. Who can help?212 of 3803.2%

What CFO Associates gets named for

Across the 15 fractional CFO and outsourced accounting firms questions measured, CFO Associates is named most often on “Our books are a mess and we have an audit coming. Who can help?” — it appears in 12 of the 380 ChatGPT responses to that question, or 3.2% of them.

That is the only question in this set where CFO Associates cleared the reporting threshold, so its visibility is concentrated in one kind of buyer question rather than spread across the category.

What CFO Associates’s tier placings mean

On “Our books are a mess and we have an audit coming. Who can help?”, CFO Associates sits in tier 2 of 2, named in 12 of 380 responses (3.2%). That places it below the leading group on this question, where the top firm was named in 9.2% of responses against CFO Associates’s 3.2%. It shares tier 2 with KPMG, Alliance, CBIZ, Grant Thornton, Nperspective CFO & Strategic Services, Riveron Consulting, Atlanta Business Services and Everyday Accounting LLC, which the sample cannot separate from it.

What this page is, and is not

All firms · All 15 reports