CFOshare
CFOshare is a Denver-based boutique fractional CFO agency founded in 2017 that delivers outsourced fractional CFO, transaction advisory, CFO support, and bookkeeping services to startups, SMBs, nonprofits, and PE/investment firms across all 50 US states via a fully remote team.
- Company typePrivate
- Founded2017
- HeadquartersDenver, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What CFOshare does
CFOshare (legal entity CFOShare, Inc.) is a Denver, Colorado–domiciled boutique fractional CFO agency founded in 2017 that delivers outsourced finance and accounting services to small and growing US businesses. Operating as a fully remote firm with team members in the USA, Mexico, and Canada aligned to client time zones, it serves all 50 US states through a sales-led, consultation-based go-to-market with a 'Schedule a Call' entry point and discovery-to-scope matching.
The company's offering is organized around four core service lines: Transaction Advisory Services (capital raises, debt refinancing, exit planning, M&A), Fractional CFO Services (forecasting, analysis, capital strategy, M&A advisory, finance team oversight), CFO Support Services (outsourced financial processes, process improvement, peer review for understaffed CFOs), and Bookkeeping & Financial Reporting (full accrual monthly bookkeeping with custom analysis), supplemented by a 100+ article Knowledge Base that functions as content marketing and thought leadership. Differentiated process assets include a proprietary 160-Point Controls Study and an Agile project management methodology, with team-based engagement staffing (fractional CFO, controller, accounting manager, senior/staff accountants, analyst) positioned as 'a team of specialists for less than the cost of one FTE'.
The business model combines three revenue streams: hourly professional-services engagements (typically Net 15 with auto-ACH billing on the 15th), fixed-fee arrangements for clearly defined task scopes, recurring monthly subscriptions (fractional CFO, controller oversight, ongoing accounting), and occasional equity-for-fee arrangements subject to professional ethical standards. Customer segments span startups (pre-revenue through Series B), SMBs, nonprofits, and private equity/investment firms, with specialized vertical depth in manufacturing, professional services, and technology/SaaS. Pricing is scope-based from light fractional advisory to full finance department build-out, month-to-month with no long-term contracts, and on systems like QuickBooks, NetSuite, and BI tools.
CFOshare firmographics
Firmographics- Name
- CFOshare
- Legal name
- CFOShare, Inc.
- Website
- https://cfoshare.org
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- CFOshare is a Denver-based boutique fractional CFO agency founded in 2017 that delivers outsourced fractional CFO, transaction advisory, CFO support, and bookkeeping services to startups, SMBs, nonprofits, and PE/investment firms across all 50 US states via a fully remote team.
- Ownership category
- akta.pro rank
CFOshare industry classification
Industry- Product category
- Fractional CFO and Outsourced Financial Management Services
- NAICS
- Offices of Certified Public Accountants (541211), Management Consulting Services (54161)
- akta.pro primary industry
- Outsourced Finance & CFO Services (BPAHABAE)
Keywords
Where CFOshare is headquartered
LocationHeadquarters
- HQ city
- Denver
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
CFOshare business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Professional Services - Hourly Engagements: Hourly billing for professional financial and accounting services. Standard payment terms are Net 15 with auto ACH debit payments executed on the 15th of each month.
- Fixed Fee Arrangements: Fixed fee for clearly defined sets of tasks, offered as an alternative to hourly billing where reasonably possible.
- Equity Arrangements: Occasional equity stakes in client companies as alternative fee arrangements, subject to professional ethical standards compliance.
- Recurring Monthly Services: Recurring monthly services including fractional CFO advisory, controller oversight, and ongoing accounting support scaled to client needs.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Light fractional CFO advisory to full finance department build-out |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
CFOshare product offering
Product offeringCore offering
CFOshare is an outsourced finance team providing fractional CFO leadership, forecasting, capital strategy, and M&A advisory to small businesses at a fraction of the cost of a full-time CFO. It complements fractional CFO engagements with transaction advisory, flexible CFO support services for understaffed finance teams, and monthly full-accrual bookkeeping with interpretive financial reporting. The firm specializes in manufacturing, professional services, and technology/SaaS companies from pre-revenue through Series B and beyond.
Product overview
CFOshare is a boutique fractional CFO agency offering a portfolio of financial services organized around four core service areas. Transaction Advisory Services provides capital raises, exit planning, and M&A guidance. Fractional CFO Services delivers forecasting, budgeting, performance analysis, and industry benchmarking. CFO Support Services offers outsourced financial processes, process improvement, and peer review for understaffed CFOs. Bookkeeping & Financial Reporting provides monthly accrual-based bookkeeping with interpretive analysis. The Knowledge Base complements these services with educational content. The company specializes in manufacturing, professional services, and tech industries, serving clients from startup through Series B and beyond.
Differentiator
Problem solved
Functional benefit
Products and services
- Fractional CFO Services
Quantifiable outcome
- Served 300+ small businesses since founding
- +2 more outcomes
Companies that use CFOshare
Customer profileNamed customers4 records
Segments8 records
Ideal customer profiles5 records
CFOshare technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
CFOshare partnerships and signals
Strategic signalScale indicators5 records
Recent moves5 records
Expansion highlights5 records
CFOshare competitors and assessment
Company assessmentBroad incumbents
- Cherry Bekaert: Cherry Bekaert is a major US accounting and advisory firm providing CFO advisory, tax, and audit services to middle-market companies. Comparable in CFO advisory and outsourced finance services but serves larger clients and broader scope.
- Armanino: Armanino is a top-20 US accounting and business consulting firm offering CFO advisory, audit, tax, and technology services. Comparable in fractional CFO offerings but operates at much larger scale across a broader portfolio of services.
Emerging players
- Paro: Paro is a marketplace and AI-powered platform connecting businesses with fractional finance and accounting experts. Comparable target customer (SMBs needing finance expertise) with a more tech-enabled, marketplace-driven delivery model.
Direct peers
- Pilot.com: Pilot provides outsourced bookkeeping, accounting, and CFO services to startups and SMBs. Directly comparable as a tech-enabled fractional finance provider serving a similar customer base of venture-backed startups and growth-stage SMBs.
- B2B CFO: B2B CFO is one of the largest fractional CFO firms in the US, serving SMBs with part-time CFO services. Comparable in core service offering (fractional CFO), target market (owner-operated SMBs), and team-based delivery model.
- TGG Accounting: The Green Group (TGG Accounting) provides outsourced accounting, fractional CFO, and controller services to SMBs and growth-stage companies. Comparable in delivery model (fractional finance team) and SMB customer segment.
- CFO Pro Partners: CFO Pro Partners provides fractional CFO, controller, and accounting services to SMBs and nonprofits. Closely comparable boutique competitor with similar engagement-based model and target customer segments.
- Burkland Associates: Burkland provides fractional CFO, bookkeeping, and HR services to venture-backed startups. Directly comparable in startup focus, fractional CFO + bookkeeping bundle, and fundraising/financial modeling support.
- The CFO Center: The CFO Center provides part-time and interim CFO services to SMBs across multiple geographies. Comparable as a fractional CFO specialist with similar recurring engagement model and SMB target segment.
- Kruze Consulting: Kruze Consulting offers fractional CFO, accounting, and tax services to venture-backed startups. Closely comparable in target customer (early-to-Series B startups), service mix (CFO advisory + bookkeeping), and pricing model (monthly subscriptions).
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
CFOshare social profiles
Digital presenceCFOshare financial estimates
Financial estimateRevenue estimate
Valuation estimate
CFOshare leadership team
Management profileNumber of profiles
Profiles9 records
CFOshare funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CFOshare M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CFOshare
What does CFOshare do?
CFOshare is an outsourced finance team providing fractional CFO leadership, forecasting, capital strategy, and M&A advisory to small businesses at a fraction of the cost of a full-time CFO. It complements fractional CFO engagements with transaction advisory, flexible CFO support services for understaffed finance teams, and monthly full-accrual bookkeeping with interpretive financial reporting. The firm specializes in manufacturing, professional services, and technology/SaaS companies from pre-revenue through Series B and beyond.
Is CFOshare a public or private company?
CFOshare is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was CFOshare founded?
CFOshare was founded in 2017. It employs 11 to 50 people.
Where is CFOshare based?
CFOshare is headquartered in Denver, United States, in the North America region.
How does CFOshare make money?
Four revenue lines are on record. Professional Services - Hourly Engagements are the primary driver. The others are fixed Fee Arrangements, equity Arrangements and recurring Monthly Services.
Who are CFOshare's main competitors?
Broad incumbents on record are Cherry Bekaert and Armanino. Paro is listed as an emerging player. Direct peers are Pilot.com, B2B CFO, TGG Accounting, CFO Pro Partners, Burkland Associates, The CFO Center and Kruze Consulting.
Does CFOshare have an API?
No public API is recorded for CFOshare.
What industry is CFOshare in?
CFOshare's product category is Fractional CFO and Outsourced Financial Management Services. Its primary akta.pro industry code is BPAHABAE, Outsourced Finance & CFO Services. Its NAICS code is 541211.