CFOshare

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.

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

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

• Fractional CFO services
• Outsourced bookkeeping
• Financial management consulting
• Transaction advisory services
• Controller and accounting support

Headquarters

HQ city

Denver

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. 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.
2. Fixed Fee Arrangements: Fixed fee for clearly defined sets of tasks, offered as an alternative to hourly billing where reasonably possible.
3. Equity Arrangements: Occasional equity stakes in client companies as alternative fee arrangements, subject to professional ethical standards compliance.
4. Recurring Monthly Services: Recurring monthly services including fractional CFO advisory, controller oversight, and ongoing accounting support scaled to client needs.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core 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

Named customers4 records

Segments8 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators5 records

Recent moves5 records

Expansion highlights5 records

Broad 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

• LinkedInlinkedin.com/company/cfoshare

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 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 CFOshare