CFO Selections

Name

CFO Selections

Legal name

CFO Selections LLC

Website

https://cfoselections.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

51–100 employees

Ownership category

akta.pro rank

Product category

Financial Management Consulting

NAICS

Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

Keywords

• Fractional CFO services
• Controller consulting
• Executive search finance
• Nonprofit financial leadership
• Retained executive search

Headquarters

HQ city

Bellevue

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. CFO & Controller Consulting: Part-time, interim, and project-based financial executive services. Fees determined after introductory meeting between company and CFO Selections consultant.
2. Retained Executive Search: Retained search fee is typically a percentage of first year base salary or an agreed upon fixed dollar amount. Portion paid upon signing, second payment during candidate search, final payment upon candidate start.
3. Fractional CFO Services: Ongoing fractional CFO services for small businesses with annual revenue under $100 million, serving western Washington, Oregon, Denver, and north Texas markets.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

CFO Selections provides part-time, interim, and project-based CFO and Controller consulting services to small and medium-sized businesses and nonprofits across the western U.S. The firm also offers retained executive search services specializing in the placement of CFO, Controller, and VP of Finance candidates, leveraging a proprietary network of financial executives built over more than two decades.

Product overview

CFO Selections is a regional professional services firm offering a portfolio of financial consulting and executive search services. The core offerings consist of CFO Consulting Services (part-time, interim, and project-based financial strategy), Controller Consulting Services (accounting department establishment and management), and Retained Executive Search (permanent placement of CFOs, Controllers, and VPs of Finance). These are complemented by specialized Nonprofit CFO and Controller Consulting Services for the nonprofit sector. The company operates the Resource Selection Process (RSP), a proprietary methodology that matches businesses with vetted financial executives based on skill set, cultural fit, and availability. Additionally, the CFOS Foundation represents the company's philanthropic arm, focusing grants on foster and kinship care programs. The firm serves clients across Washington, Oregon, Colorado, and Texas from five office locations, maintaining a network of over 250 financial professionals.

Differentiator

Problem solved

Functional benefit

Brands

• CFOS Foundation: A charitable foundation that invests in nonprofits supporting youth and families impacted by foster and kinship care within the communities CFO Selections serves. The foundation was launched in 2007 and is a component fund of The Seattle Foundation.

Products and services

• CFO Consulting Services Part-time, interim, and project-based CFO advisory services for small and medium-sized businesses, covering business and financial strategy, accounting systems improvement, cash flow forecasting, budgeting and KPIs, and M&A support.
• Limited Financial Assessment A 20 to 30-hour engagement evaluating a company's financial health, internal/external reporting, systems, processes, and risk management, culminating in an executive summary of findings and recommendations.
• Controller Consulting Services Part-time, interim, and project-based controller services for small and medium-sized businesses, focusing on establishing smoothly running accounting departments, monthly close, and preparing accurate financial reports.
• Executive Search (Retained Search) Retained executive search services specializing in placement of CFO, Controller, and VP of Finance positions exclusively in accounting and finance, utilizing a proprietary network and evaluation process. Fee is typically a percentage of first-year base salary or a fixed dollar amount, paid in installments.
• Nonprofit CFO Consulting Services Outsourced CFO services tailored for nonprofit organizations, including investment management, grant reporting, board governance support, budget preparation, audit coordination, and compliance management.
• Nonprofit Controller Services Part-time controller expertise for nonprofits to support organizational growth and mature accounting operations and compliance, including bookkeeping oversight, internal controls, and financial reporting.

Quantifiable outcome

• 3,000+ clients served across consulting and search practices
• +1 more outcomes

Named customers10 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core.

• 501 CommonscoreStrategic or Co-development PartnerPartnership with 501 Commons in Washington state. 501 Commons serves more than 2,000 nonprofits annually as experts, innovators, and partners to amplify their strengths. Provides 30+ services and year-round fundraising platform including GiveBIG event with 1,500 organizations.
• Nonprofit Association of Oregon (NAO)coreStrategic or Co-development PartnerPartnership with Nonprofit Association of Oregon, the sector-wide network representing all Oregon nonprofits. NAO strengthens and connects nonprofit leaders, organizations, and the sector through voice, capacity building, and knowledge exchange.
• Colorado Nonprofit AssociationcoreStrategic or Co-development PartnerPartnership with Colorado Nonprofit Association, the voice of the nonprofit industry in Colorado for nearly four decades. Works to advocate, educate, and connect members while strengthening their capacity to do transformative work.

Scale indicators5 records

Recent moves7 records

Expansion highlights5 records

Emerging players

• Paro: Paro is an AI-powered marketplace connecting businesses with fractional finance and accounting experts. It represents the technology-enabled emerging model for the same outsourced finance services CFO Selections provides, competing on speed and digital matching versus the firm's high-touch relationship model.

Broad incumbents

• Armanino LLP: Armanino is a top-20 US accounting and consulting firm offering CFO advisory, outsourced accounting, and finance transformation services. It competes with CFO Selections on the consulting side for mid-market clients, though from a broader professional services platform with technology integration capabilities.
• Wipfli LLP: Wipfli is a top-25 US accounting and advisory firm offering outsourced CFO, controller, and finance leadership services to mid-market and SMB clients. It overlaps with CFO Selections' fractional CFO model, typically serving slightly larger clients and broader service lines.
• Robert Half: Robert Half is the largest specialized staffing firm in finance and accounting, offering both temporary placement and direct-hire search across all senior finance roles. It competes with CFO Selections on the executive search side at greater scale and broader geographic reach, though without the same SMB-focused fractional advisory specialization.
• CliftonLarsonAllen (CLA): CLA is a large US accounting and consulting firm with dedicated outsourced CFO and controller services for SMBs, nonprofits, and mid-market companies. It directly competes with CFO Selections' SMB and nonprofit finance consulting practices from a much larger national footprint.
• Moss Adams LLP: Moss Adams is a major US accounting and business consulting firm serving mid-market clients, including nonprofit and CFO advisory practices. It competes with CFO Selections across both for-profit and nonprofit finance consulting, but at materially larger scale and with broader service breadth.
• Tatum (Randstad): Tatum, owned by Randstad, is a nationwide interim executive services firm specializing in finance, accounting, and operations leadership placements. It directly overlaps with CFO Selections' interim CFO/Controller offering but operates at significantly larger scale across more geographies.
• Creative Financial Staffing (CFS): CFS is a specialized staffing firm placing accounting and finance professionals on a temporary, contract, and direct-hire basis. It overlaps with CFO Selections on contract/interim controller and senior accountant placements, though it does not specialize in executive-level CFO search.

Direct peers

• CFO Partners: CFO Partners provides fractional and interim CFO services to growth-stage and mid-market companies. It competes head-to-head with CFO Selections in the outsourced finance executive space, serving similar client profiles and project structures.
• B2B CFO: B2B CFO is a national fractional CFO firm providing part-time CFO services to small and mid-sized businesses. It is the closest direct peer to CFO Selections, matching its core fractional/interim CFO delivery model and SMB target market across multiple geographies.

Market position

Strengths1 record

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/cfo-selections

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds1 record

Investors1 record

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 Selections