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ProCFO Partners

Full company profile

uuid00077lr

Namestring
ProCFO Partners
Legal namestring
ProCFO Partners
Company typeenum
Private
Founded yearint
2020
Short descriptiontext

ProCFO Partners is a New York-based financial services firm that provides fractional and interim CFO services to US small-to-mid-sized enterprises through a network of 45+ experienced CFOs in 36+ states, structured around its proprietary FGC Financial Flywheel™ six-domain methodology.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersNew York, United States
HQ citystring
New York
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices4 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
fractional CFO services, interim CFO services, financial management consulting, strategic financial advisory, small business financial leadership
Industry1 code
1Outsourced Finance & CFO Services
CodeBPAHABAEPrimaryYes
SIC code1 code
  • Services-Management Consulting Services8742
Product category
Fractional CFO and Financial Advisory Services
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Fractional CFO Services
TypeSubscription Recurring
Description

On-demand access to seasoned financial leadership providing strategic insight and operational expertise. CFOs work with clients on a part-time basis, delivering full-time commitment. Services span across six focus areas: Goals & Strategy, Revenue Model, Systems & Processes, Financial Reporting, Cash Management, and Profit Improvement.

procfopartners.com
Marketing channels7 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels3 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Pricing details1 tier
1Quote-based engagement pricing tailored to client needs
ModelSubscriptionBilling cadenceMonthly
Notes

No public pricing tiers listed; engagements are customized based on scope, duration, and CFO assignment. Company emphasizes cost efficiency compared to full-time CFO salaries.

procfopartners.com
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

ProCFO Partners provides fractional and interim CFO services to small and mid-sized businesses across the United States, built around its proprietary FGC Financial Flywheel framework spanning six domains: Goals & Strategy, Revenue Model, Systems & Processes, Financial Reporting, Cash Management, and Profit Improvement. Clients gain on-demand access to seasoned financial leadership delivering strategic insight and operational expertise at a fraction of the cost of a full-time CFO.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 4 values shown
  • Reporting timelines shortened from 60 days to 20 days
+3 more records
Product overview1 text field

ProCFO Partners offers fractional and interim CFO services built around its proprietary FGC Financial Flywheel™ framework—a six-domain financial management methodology that integrates Goals & Strategy, Revenue Model, Systems & Processes, Financial Reporting, Cash Management, and Profit Improvement into a unified approach. The company provides part-time and interim CFO services to businesses seeking strategic financial leadership without the cost of a full-time executive. Their service portfolio spans strategic planning, revenue optimization, financial reporting, cash flow management, and profitability improvement. ProCFO Partners also produces the 'Create The Next' podcast as a thought leadership content channel. The company operates as a network of over 45 experienced CFOs serving clients across diverse industries throughout the US.

Product and service8 records
1Fractional CFO Services
CategoryCFO Services
Description

Part-time CFO services providing businesses access to seasoned financial leadership with strategic insight and operational expertise on an as-needed basis, serving as an alternative to full-time CFO hiring. Targets SMEs that do not need, do not want, or cannot afford a full-time CFO.

2Interim CFO Services
CategoryCFO Services
Description

Temporary CFO placement for organizations during leadership transitions, providing continuity and stability while recruiting a permanent CFO.

3Goals & Strategy Services
CategoryFinancial Advisory
Description

Strategic planning, pro forma projections, annual planning, performance improvement, mergers & acquisitions advisory, and exit & succession planning delivered through the FGC Financial Flywheel framework.

4Revenue Model Services
CategoryFinancial Advisory
Description

Revenue growth strategy, sales projections, gross profit analysis, compensation planning, customer profitability analysis, and turnaround management.

5Systems & Processes Services
CategoryFinancial Advisory
Description

Financial operations, internal systems & controls, legal & compliance, tax planning, accounting software implementation, and banking management.

6Financial Reporting Services
CategoryFinancial Advisory
Description

Income statement, balance sheet, statement of cash flows, budgets, forecasting, and KPI/metrics reporting.

7Cash Management Services
CategoryFinancial Advisory
Description

Funding and investment sources guidance, current cash position analysis, 13-week cash projections, accounts receivable and collections, cost reduction, and supplier management.

8Profit Improvement Services
CategoryFinancial Advisory
Description

Profitability analysis, pricing model optimization, gross margin improvement, cost management, break-even analysis, and net profit growth strategies.

Scale indicator4 records

Each record includes

Type, Value, Description, Source

Partnership1 partner
Strategic tierMinorTypeOthers
Description

ProCFO Partners operates on the EOS platform, a comprehensive entrepreneurial operating system for business management. The company displays the 'We Run on EOS' badge, indicating alignment with EOS methodology for business operations and growth management.

Recent move7 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Peers10 records
TypeDirect peer
Description

Kruze Consulting is a fractional CFO and accounting firm focused heavily on venture-backed startups — overlaps with ProCFO in the startup CFO segment and subscription-style pricing model.

TypeDirect peer
Description

CFO Partners provides interim and fractional CFO services to mid-market and PE-backed companies — directly comparable in offering type and client type, though with a heavier interim/transformation focus.

TypeDirect peer
Description

B2B CFO Partners is the largest US fractional CFO firm, providing part-time CFO services to small and mid-sized businesses across the country — directly competing with ProCFO in customer segment, service model, and pricing structure.

TypeDirect peer
Description

Chief Outsiders is a nationwide network of fractional C-suite executives including CFOs, CMOs, and CIOs serving mid-market companies — the closest direct peer to ProCFO in network-model fractional executive services.

TypeEmerging player
Description

Pilot provides bookkeeping, tax, and CFO services for startups and small businesses, combining software automation with human CFOs — emerging competitor using a tech-augmented model that pressures traditional fractional CFO pricing.

TypeEmerging player
Description

Paro is a marketplace connecting businesses with fractional finance and accounting experts (CFOs, controllers, bookkeepers) — an emerging network-based competitor to ProCFO's talent-matching approach, with a tech-platform layer ProCFO lacks.

TypeBroad incumbent
Description

Toptal is a global marketplace for fractional and freelance executives including finance leaders — broader incumbent with deeper pockets and global reach, serving as a benchmark for scaled fractional talent marketplaces.

TypeRegional player
Description

Anchor CFO is a regional fractional CFO firm in the US Southeast serving small businesses — comparable service offering to ProCFO but operating in a more concentrated geographic footprint.

TypeEmerging player
Description

Acuity CFO provides fractional CFO services to small and mid-sized businesses across the US — comparable in target market and service scope, but at a smaller scale than ProCFO.

TypeOthers
Description

Goldin Peiser is a Texas-based CPA and advisory firm that has built a fractional CFO practice serving mid-market clients — comparable adjacent professional-services firm offering fractional CFO as an extension of broader accounting/advisory services.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat5 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers11 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment8 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile6 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Feature1 record

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles40 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment1 record

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

ProCFO Partners

Fractional CFO and Financial Advisory Servicesprocfopartners.com

ProCFO Partners is a New York-based financial services firm that provides fractional and interim CFO services to US small-to-mid-sized enterprises through a network of 45+ experienced CFOs in 36+ states, structured around its proprietary FGC Financial Flywheel™ six-domain methodology.

ProCFO Partners firmographics

Firmographics
Name
ProCFO Partners
Legal name
ProCFO Partners
Website
https://procfopartners.com
Company type
Private
Founded year
2020
Operating status
Operating
Headcount range
11–50 employees
Short description
ProCFO Partners is a New York-based financial services firm that provides fractional and interim CFO services to US small-to-mid-sized enterprises through a network of 45+ experienced CFOs in 36+ states, structured around its proprietary FGC Financial Flywheel™ six-domain methodology.
Ownership category
akta.pro rank

ProCFO Partners industry classification

Industry
Product category
Fractional CFO and Financial Advisory Services
SIC
Services-Management Consulting Services (8742)
akta.pro primary industry
Outsourced Finance & CFO Services (BPAHABAE)

Keywords

  • Fractional CFO services
  • Interim CFO services
  • Financial management consulting
  • Strategic financial advisory
  • Small business financial leadership

Where ProCFO Partners is headquartered

Location

Headquarters

HQ city
New York
HQ country
United States
HQ region
North America

Offices4 records

Markets served

ProCFO Partners business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

  1. Fractional CFO Services: On-demand access to seasoned financial leadership providing strategic insight and operational expertise. CFOs work with clients on a part-time basis, delivering full-time commitment. Services span across six focus areas: Goals & Strategy, Revenue Model, Systems & Processes, Financial Reporting, Cash Management, and Profit Improvement.

Pricing tiers

ModelBillingPrice
SubscriptionMonthlyQuote-based engagement pricing tailored to client needs

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

ProCFO Partners product offering

Product offering

Core offering

ProCFO Partners provides fractional and interim CFO services to small and mid-sized businesses across the United States, built around its proprietary FGC Financial Flywheel framework spanning six domains: Goals & Strategy, Revenue Model, Systems & Processes, Financial Reporting, Cash Management, and Profit Improvement. Clients gain on-demand access to seasoned financial leadership delivering strategic insight and operational expertise at a fraction of the cost of a full-time CFO.

Product overview

ProCFO Partners offers fractional and interim CFO services built around its proprietary FGC Financial Flywheel™ framework—a six-domain financial management methodology that integrates Goals & Strategy, Revenue Model, Systems & Processes, Financial Reporting, Cash Management, and Profit Improvement into a unified approach. The company provides part-time and interim CFO services to businesses seeking strategic financial leadership without the cost of a full-time executive. Their service portfolio spans strategic planning, revenue optimization, financial reporting, cash flow management, and profitability improvement. ProCFO Partners also produces the 'Create The Next' podcast as a thought leadership content channel. The company operates as a network of over 45 experienced CFOs serving clients across diverse industries throughout the US.

Differentiator

Problem solved

Functional benefit

Products and services

  • Fractional CFO Services Part-time CFO services providing businesses access to seasoned financial leadership with strategic insight and operational expertise on an as-needed basis, serving as an alternative to full-time CFO hiring. Targets SMEs that do not need, do not want, or cannot afford a full-time CFO.
  • Interim CFO Services Temporary CFO placement for organizations during leadership transitions, providing continuity and stability while recruiting a permanent CFO.
  • Goals & Strategy Services Strategic planning, pro forma projections, annual planning, performance improvement, mergers & acquisitions advisory, and exit & succession planning delivered through the FGC Financial Flywheel framework.
  • Revenue Model Services Revenue growth strategy, sales projections, gross profit analysis, compensation planning, customer profitability analysis, and turnaround management.
  • Systems & Processes Services Financial operations, internal systems & controls, legal & compliance, tax planning, accounting software implementation, and banking management.
  • Financial Reporting Services Income statement, balance sheet, statement of cash flows, budgets, forecasting, and KPI/metrics reporting.
  • Cash Management Services Funding and investment sources guidance, current cash position analysis, 13-week cash projections, accounts receivable and collections, cost reduction, and supplier management.
  • Profit Improvement Services Profitability analysis, pricing model optimization, gross margin improvement, cost management, break-even analysis, and net profit growth strategies.

Quantifiable outcome

  • Reporting timelines shortened from 60 days to 20 days
  • +3 more outcomes

Companies that use ProCFO Partners

Customer profile

Named customers11 records

Segments8 records

Ideal customer profiles6 records

ProCFO Partners technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Feature1 record

ProCFO Partners partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

  • EOS (Entrepreneurial Operating System)minorOthersProCFO Partners operates on the EOS platform, a comprehensive entrepreneurial operating system for business management. The company displays the 'We Run on EOS' badge, indicating alignment with EOS methodology for business operations and growth management.

Scale indicators4 records

Recent moves7 records

Expansion highlights5 records

ProCFO Partners competitors and assessment

Company assessment

Direct peers

  • Kruze Consulting: Kruze Consulting is a fractional CFO and accounting firm focused heavily on venture-backed startups — overlaps with ProCFO in the startup CFO segment and subscription-style pricing model.
  • CFO Partners LLC: CFO Partners provides interim and fractional CFO services to mid-market and PE-backed companies — directly comparable in offering type and client type, though with a heavier interim/transformation focus.
  • B2B CFO Partners: B2B CFO Partners is the largest US fractional CFO firm, providing part-time CFO services to small and mid-sized businesses across the country — directly competing with ProCFO in customer segment, service model, and pricing structure.
  • Chief Outsiders: Chief Outsiders is a nationwide network of fractional C-suite executives including CFOs, CMOs, and CIOs serving mid-market companies — the closest direct peer to ProCFO in network-model fractional executive services.

Emerging players

  • Pilot: Pilot provides bookkeeping, tax, and CFO services for startups and small businesses, combining software automation with human CFOs — emerging competitor using a tech-augmented model that pressures traditional fractional CFO pricing.
  • Paro: Paro is a marketplace connecting businesses with fractional finance and accounting experts (CFOs, controllers, bookkeepers) — an emerging network-based competitor to ProCFO's talent-matching approach, with a tech-platform layer ProCFO lacks.
  • Acuity CFO: Acuity CFO provides fractional CFO services to small and mid-sized businesses across the US — comparable in target market and service scope, but at a smaller scale than ProCFO.

Broad incumbents

  • Toptal: Toptal is a global marketplace for fractional and freelance executives including finance leaders — broader incumbent with deeper pockets and global reach, serving as a benchmark for scaled fractional talent marketplaces.

Regional players

  • Anchor CFO: Anchor CFO is a regional fractional CFO firm in the US Southeast serving small businesses — comparable service offering to ProCFO but operating in a more concentrated geographic footprint.

Others

  • Goldin Peiser & Eiseman (fractional CFO practice): Goldin Peiser is a Texas-based CPA and advisory firm that has built a fractional CFO practice serving mid-market clients — comparable adjacent professional-services firm offering fractional CFO as an extension of broader accounting/advisory services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

ProCFO Partners social profiles

Digital presence

ProCFO Partners financial estimates

Financial estimate

Revenue estimate

Valuation estimate

ProCFO Partners leadership team

Management profile

Number of profiles

Profiles40 records

ProCFO Partners funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

ProCFO Partners M&A and investment

M&A and investment

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ProCFO Partners

What does ProCFO Partners do?

ProCFO Partners provides fractional and interim CFO services to small and mid-sized businesses across the United States, built around its proprietary FGC Financial Flywheel framework spanning six domains: Goals & Strategy, Revenue Model, Systems & Processes, Financial Reporting, Cash Management, and Profit Improvement. Clients gain on-demand access to seasoned financial leadership delivering strategic insight and operational expertise at a fraction of the cost of a full-time CFO.

Is ProCFO Partners a public or private company?

ProCFO Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was ProCFO Partners founded?

ProCFO Partners was founded in 2020. It employs 11 to 50 people.

Where is ProCFO Partners based?

ProCFO Partners is headquartered in New York, United States, in the North America region.

How does ProCFO Partners make money?

One revenue line is on record: fractional CFO Services.

Who are ProCFO Partners's main competitors?

Direct peers on record are Kruze Consulting, CFO Partners LLC, B2B CFO Partners and Chief Outsiders. Emerging players are Pilot, Paro and Acuity CFO. Toptal is listed as a broad incumbent. Anchor CFO is listed as a regional player. Goldin Peiser & Eiseman (fractional CFO practice) is listed as an others.

Does ProCFO Partners have an API?

No public API is recorded for ProCFO Partners.

What industry is ProCFO Partners in?

ProCFO Partners's product category is Fractional CFO and Financial Advisory Services. Its primary akta.pro industry code is BPAHABAE, Outsourced Finance & CFO Services. Its SIC code is 8742.

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Live signals
Inc.You Are Not GrowingThe author argues that many companies mistake momentum-driven accumulation for intentional growth, citing Deloitte's Q4 2025 CFO Signals survey showing CFO confidence at its highest since late 2021, with 59 percent of CFOs willing to take greater risks and 63 percent expressing increased appetite for M&A. The article profiles Geneva Worldwide, a 118-year-old business that partnered with ProCFO Partners to shift from retrospective financial review to forward-looking forecasting as a leadership discipline. The author contends that companies which embed financial insight into daily decisions before choices are finalized will outperform those that grow by accident and only examine results after the fact.Inc.Stop Celebrating Your Strategic PlanThis opinion article argues that most organizations fail to execute their strategic plans, citing Bain & Company research showing fewer than one in ten organizations consistently achieve their growth goals. The author, writing from ProCFO Partners, illustrates this 'execution gap' through case studies of a global digital agency and a specialized law firm that improved performance by treating budgets as living systems with clear KPIs rather than static documents. The article outlines three qualities leaders need during execution—discipline, communication, and adaptability—and provides practical recommendations including defining ownership, measuring meaningful progress, and establishing regular blocker meetings.ProcfopartnersHow A CFO Adds Strategic Value Across Key IndustriesProCFO Partners published an analysis detailing how Chief Financial Officers adapt their strategic roles to address specific operational and regulatory challenges across various industries such as manufacturing, real estate, and healthcare. The article highlights that CFOs are increasingly responsible for digital transformation, risk management, and ESG initiatives to drive growth and ensure financial stability in diverse market sectors.YouTubeTurning Data into Decisions: ProCFO Reports and the Path to Your PotentialProCFO Partners has introduced ProCFO Reports, a new tool designed to help business leaders transform financial data into strategic insights and actionable foresight. The product extends the firm's fractional CFO expertise by combining key metrics like cash flow and sales trends to facilitate faster decision-making.ProcfopartnersBeyond the Bank: Alternative Funding & Strategic FinancingA ProCFO Partners article outlines how businesses can secure financing beyond traditional banks, covering alternative funding sources such as online lenders, crowdfunding, venture capital and SBA loans. It emphasizes accurate financial reporting, industry-specialized lenders, tailored business plans, and storytelling in pitches. The piece promotes the firm's network of alternative lending experts.PRLogProCFO Partners Announces $50K National Nonprofit CFO Grant Program -- ProCFO PartnersProCFO Partners launched a $50,000 grant program designed to provide nonprofit organizations with fractional CFO services and financial framework development. The first recipient of this initiative is MENTEE, which will receive six months of expert guidance to build fiscal infrastructure.ProcfopartnersProCFO Partners Announces $50K National Nonprofit CFO Grant ProgramProCFO Partners announced a $50,000 National Nonprofit CFO Grant Program to provide financial leadership support to not-for-profit organizations. The program's first recipient is MENTEE, which will be assigned an expert CFO from the ProCFO Partners network to help build fiscal structures and processes over six months.