What CFO Alliance does

CFO Alliance is a Tampa-based professional services firm founded in 2008 that delivers outsourced, fractional, and interim finance leadership to business owners and their leadership teams. Its service portfolio spans seven integrated practice areas: General & Operational Accounting, Strategic Financial Planning & Analysis, Interim & Outsourced Management, Transaction Transformation Advisory, Governance, Risk & Compliance, Information Technology & Business Intelligence, and Valuation. Clients are served across at least nine verticals including Private Equity, Healthcare & Life Sciences, Energy & Gas, Consumer Packaged Goods, Transportation & Logistics, Manufacturing, Technology & Media, Government & Nonprofit, and Financial Services.

The firm's revenue model is services-based — billable hours and engagement fees on outsourced, fractional, and interim CFO assignments — with no publicly disclosed pricing. Beyond client work, CFO Alliance operates a content and research practice anchored by its Project Greenlight annual report series and accompanying guidebooks, which package templates, triggers, and thresholds for monitoring geopolitical, regulatory, technological, and talent-related risks. The organization positions itself as a membership-style community for finance leaders, amplifying reach through global surveys conducted in collaboration with Diligent Institute, Wilson Sonsini, Oracle NetSuite, and the CFO Leadership Council.

There are notable data inconsistencies in the source materials: the firmographics and leadership references point to CFO Alliance (cfoallianceinc.com, CEO Nick Araco), while the products and services block references Acclarity Group (acclaritygroup.com, founder/owner Brooke Evans). For purposes of this analysis these are treated as a single underlying entity given identical geography, service taxonomy, and overlapping research activity, but the corporate relationship warrants clarification before any investment decision.

Name

CFO Alliance

Legal name

CFO Alliance

Website

https://cfoallianceinc.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

11–50 employees

Short description

CFO Alliance is a Tampa-based professional services firm founded in 2008 that delivers outsourced, fractional, and interim CFO, accounting, FP&A, GRC, transaction advisory, valuation, and IT/BI services to business owners and leadership teams across multiple industries, supplemented by research and membership programs for finance leaders.

Ownership category

akta.pro rank

Product category

Management Consulting Services — Outsourced Finance and CFO Advisory

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

akta.pro secondary industries

Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG), Corporate Finance & Capital Advisory (BPAHADAB)

Keywords

• Outsourced CFO services
• Fractional finance leadership
• Financial planning analysis
• Governance risk compliance
• Transaction advisory services

Headquarters

HQ city

Tampa

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D

Distribution channels1 record

Marketing channels2 records

Core offering

CFO Alliance provides finance and accounting support to business owners and their leadership teams through fractional, interim, and outsourced CFO services. Its offering spans operational accounting, strategic FP&A, transaction transformation, governance/risk/compliance advisory, IT and business intelligence enablement, valuation, and annual research publications such as the Project Greenlight guidebook tailored for finance executives.

Product overview

Acclarity Group is a professional services firm providing people-powered accounting, financial, and technology solutions. The company operates as a unified service offering with seven integrated practice areas: General & Operational Accounting, Strategic Financial Planning & Analysis, Interim & Outsourced Management, Transaction Transformation Advisory, Governance Risk & Compliance, Information Technology & Business Intelligence, and Valuation. These services are delivered across multiple industry verticals including Private Equity, Healthcare & Life Sciences, Energy & Gas, Consumer Packaged Goods, Transportation & Logistics, Manufacturing, Technology & Media, Government & Nonprofit, and Financial Services.

Differentiator

Problem solved

Functional benefit

Products and services

• General & Operational Accounting Provides expert accounting services including CFOs, controllers, accountants, and bookkeepers to ensure business leaders across industries are equipped with reliable financial and operational insights.
• Strategic Financial Planning & Analysis Delivers comprehensive FP&A solutions enabling businesses to adapt to market changes, manage financial stability, and ensure compliance while driving growth.
• Interim & Outsourced Management Provides outsourced, fractional, and interim CFO services for companies navigating crisis, high growth stages, or periods of transition.
• Transaction Transformation Advisory Offers strategic guidance and hands-on support for challenging transactions and accounting standards, driving seamless transitions and maximizing value.
• Governance, Risk & Compliance Delivers internal audit and advisory services to help companies achieve superior performance through comprehensive risk management.
• Information Technology & Business Intelligence Provides business intelligence, data analytics solutions, software and vendor selections, ERP project management, tech strategies, and interim IT leadership.
• Valuation Offers transaction planning, execution, and reporting consulting services with thorough business understanding to provide valuable insights.
• Project Greenlight 2026 Guidebook An annual research-driven guidebook that equips finance leaders with practical templates, triggers, and thresholds for monitoring geopolitical, regulatory, technological, and talent-related risks, and helps finance leaders improve execution.

Quantifiable outcome

• Project Greenlight 2026 report provides actionable frameworks for risk monitoring

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core.

• Diligent InstitutecoreStrategic or Co-development PartnerCFO Alliance collaborated with Diligent Institute on a global survey covering transaction readiness challenges and M&A execution, finding that 97% of organizations face significant transaction readiness challenges despite 49% prioritizing such deals as core growth strategies.
• Wilson SonsinicoreStrategic or Co-development PartnerPartnered on global survey examining transaction readiness, M&A challenges, and governance, risk, and compliance integration among organizations worldwide.
• Oracle NetSuitecoreStrategic or Co-development PartnerCollaborated on global survey covering transaction readiness challenges and organizational readiness for M&A execution.
• CFO Leadership CouncilcoreStrategic or Co-development PartnerJoint collaboration on global survey examining organizational transaction readiness and M&A execution challenges across finance functions.

Scale indicators4 records

Recent moves4 records

Expansion highlights3 records

Direct peers

• CFGI: Boutique provider of high-end accounting, finance, and risk advisory services including technical accounting, transaction support, and outsourced CFO capabilities — closest peer in positioning and scale.
• Riveron: National finance and accounting consulting firm offering CFO advisory, transaction services, valuation, and GRC — directly comparable in scale and service mix to CFO Alliance.
• Tatum (Randstad): Long-standing fractional/interim CFO and finance executive staffing firm, now part of Randstad; competes head-on with CFO Alliance's interim and outsourced management practice.
• Acclarity Group: Appears to be the operational/services brand associated with CFO Alliance based on overlapping service URLs and logo references in the data; if separate, it is the closest direct peer offering the same seven-practice finance/outsourced CFO stack.

Broad incumbents

• BDO USA: Top-tier accounting and advisory firm offering outsourced CFO, transaction advisory, valuation, and GRC services across multiple verticals — a scaled incumbent competing for the same mid-market CFO buyer.
• FTI Consulting: Global advisory firm with strong corporate finance, transaction services, and GRC practices; competes with CFO Alliance's Transaction Transformation Advisory and GRC services at the upper end.
• Robert Half Management Resources: Large staffing firm placing interim and project-based finance and accounting professionals; overlaps with CFO Alliance's outsourced/interim CFO services.
• Resources Connection (RGP): Public professional services firm specializing in on-demand finance, accounting, and consulting talent — directly comparable to CFO Alliance's interim/outsourced management and transaction advisory offerings.
• Alvarez & Marsal: Specialist in performance improvement, turnaround, and transaction advisory; overlaps with CFO Alliance's interim management and transaction transformation offerings.
• KPMG Advisory (US): Big 4 advisory practice offering consulting, deal advisory, and risk services; competes for enterprise CFOs and PE portfolio companies that are also in CFO Alliance's target set.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about CFO Alliance