What CFO Hub does

CFO Hub, founded in 2016 and headquartered in San Diego, is a professional services firm delivering fractional CFO, fractional controller, accounting, month-end close, and back-office finance support to growth-stage, early-stage, and SMB clients. The core offering is structured as Finance-as-a-Service: senior financial leadership on a part-time or retainer basis, supplemented by outsourced accounting operations. Specialized service lines include government contractor accounting with DCAA compliance, audit and due diligence readiness, R&D tax credits, finance and accounting staffing/recruiting, and outsourced HR. There is no proprietary technology platform — the firm delivers human expertise — and pricing is quote-based, with subscription/recurring retainers for ongoing engagements and project-based fees for specialized work.

The company is sales-led, acquiring clients via direct outreach, a free consultation offering, content marketing, and organic social channels (LinkedIn, Twitter, Facebook). In March 2026, CFO Hub was acquired by Carr, Riggs & Ingram (CRI), a Top 25 U.S. accounting and advisory firm, and rebranded as CRI CFO Hub. Post-acquisition, the firm operates from seven U.S. offices — San Diego, Orange County, Los Angeles, San Francisco, New York, Austin, and Washington D.C. — distributed through CRI's national platform. Customer logos span a horizontally diversified base across technology, hospitality, nonprofit, healthcare, real estate, consulting, private equity, and home services, with no disclosed revenue, no funding history, and no AI/ML capabilities evident from source data.

Name

CFO Hub

Legal name

CFO Hub, LLC

Website

https://cfohub.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Short description

CFO Hub is a San Diego-based professional services firm offering fractional CFO, controller, accounting, and back-office support to growth-stage, early-stage, and government contractor clients. Acquired by Carr, Riggs & Ingram in March 2026, it now operates as CRI CFO Hub across seven U.S. markets.

Ownership category

akta.pro rank

Product category

Outsourced Financial and Accounting Services

NAICS

Offices of Certified Public Accountants (541211)

SIC

Finance Services (6199)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

Keywords

• Fractional CFO services
• Outsourced accounting services
• Financial advisory consulting
• Government contractor accounting
• Month-end close support

Headquarters

HQ city

San Diego

HQ country

United States

HQ region

North America

Offices7 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Fractional CFO Services: Ongoing fractional CFO engagements providing financial leadership, forecasting, and strategic advisory services to clients on a retainer or contracted basis.
2. Financial Controller Services: Fractional controller services for financial management and optimization, typically delivered as part of ongoing client engagements.
3. Accounting and Back-Office Support: Outsourced accounting department services including month-end close, data entry, reconciliations, and back-office operations.
4. Specialized Advisory Services: Additional services including government contractor accounting and DCAA compliance, R&D tax credits, audit and due diligence readiness, and HR services.
5. Staffing and Recruiting Services: Finance and accounting staffing and recruiting services placing talent within client organizations.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

CFO Hub provides fractional CFO and controller services, outsourced accounting and month-end close, and back-office financial support to growth-stage companies, startups, and government contractors. It also offers specialized services including DCAA-compliant government contractor accounting, audit and due diligence readiness, R&D tax credits, finance/accounting staffing and recruiting, and outsourced HR. The firm operates on ongoing retainer and contracted engagements under a "Finance as a Service" model.

Product overview

CFO Hub operates under a 'Finance as a Service' model offering a suite of integrated financial and accounting solutions. The core offerings include Fractional CFO Services and Fractional Controller Services, which provide senior financial leadership on a part-time basis. These are supported by Accounting, Month-End Close, and Back-Office Support for operational accounting needs. Specialized services include Government Contractor Accounting and DCAA Compliance, Audit and Due Diligence Readiness, R&D Tax Credits, Finance and Accounting Staffing and Recruiting, and Outsourced HR Services. Following the acquisition by Carr, Riggs & Ingram (CRI), the company now operates as CRI CFO Hub, expanding its geographic footprint while maintaining its comprehensive service portfolio.

Differentiator

Problem solved

Functional benefit

Products and services

• Fractional CFO Services Provides fractional CFO expertise to serve as an integral part of the client's management team, translating financial data into actionable intelligence for strategic decision-making. Targeted at growth-stage companies and mid-market firms needing senior financial leadership without a full-time executive hire.
• Fractional Controller Services Fractional financial controllers optimize client financials, handling financial management responsibilities so business owners can focus on achieving their business goals. Targets companies needing controller-level financial oversight without a full-time hire.
• Accounting, Month-End Close, and Back-Office Support Outsourced accounting department services that save businesses time on data entry and reconciliations, handling day-to-day accounting tasks, month-end close, and back-office financial operations for SMBs, startups, and growth-stage companies.
• Government Contractor Accounting and DCAA Compliance Specialized accounting services for government contractors ensuring compliance with Defense Contract Audit Agency (DCAA) requirements, including indirect rate structures and government contract job cost accounting. Targets federal government contractors needing compliant financial systems.
• Audit and Due Diligence Readiness Prepares clients for audits and M&A due diligence by identifying and correcting gaps in management reporting and revenue recognition policies. Targets companies preparing for transactions, audits, or financial diligence processes.
• R&D Tax Credits Helps clients identify and claim Research and Development tax credits to maximize tax savings. Targets companies with qualifying R&D activities, often technology and innovation-driven firms.
• Finance and Accounting Staffing and Recruiting Services Provides staffing and recruiting services for finance and accounting roles to help clients build their internal financial teams. Targets companies hiring finance and accounting professionals.
• Outsourced HR Services Outsourced human resources services to support clients' HR functions and operational needs. Bundled with finance and accounting offerings as a back-office support service for SMB and growth-stage clients.

Quantifiable outcome

• Identified and corrected gaps in management reporting and revenue recognition policies
• +1 more outcomes

Named customers17 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Carr, Riggs & Ingram (CRI)coreStrategic or Co-development Partner · 19 March 2026CFO Hub LLC was acquired by and joined the CRI family of companies, operating as CRI CFO Hub. The acquisition expands CRI's presence into California while strengthening its footprint in New York, Austin, and Washington D.C. markets. CRI is described as a top 25 accounting and advisory firm, and the combination integrates CFO Hub's fractional CFO and financial advisory services into CRI's broader professional service portfolio.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Kruze Consulting: Fractional CFO, accounting, and tax services focused on venture-backed startups — direct overlap with CFO Hub's primary startup and growth-stage segment.
• Bench (Employer.com): Tech-enabled bookkeeping and financial reporting for small businesses; overlapping outsourced accounting offering with CFO Hub's back-office support services.
• CFOshare: Fractional CFO and accounting services for SMBs and mid-market companies; closely comparable service model and customer base.
• TGG Accounting: Specialized outsourced CFO, accounting, and government contractor (DCAA) compliance services — directly competes with CFO Hub's gov-con vertical niche.
• RoseRyan: Fractional CFO, controller, and accounting services for growth-stage and mid-market companies in the Bay Area — comparable offering, customer profile, and service suite to CFO Hub.
• Pilot: Tech-enabled bookkeeping, tax, and CFO services for startups and small businesses; competes head-on with CFO Hub in outsourced accounting and fractional CFO for the same startup and SMB customer segment.

Emerging players

• Paro: Marketplace connecting businesses with fractional finance and accounting experts; an emerging tech-enabled alternative to traditional fractional CFO firms like CFO Hub.

Broad incumbents

• B2B CFO: National network of fractional CFOs serving SMBs and mid-market companies; competes with CFO Hub's fractional CFO offering at significantly greater scale and geographic reach.
• CLA (CliftonLarsonAllen): Top-10 national accounting and advisory firm offering outsourced CFO/controller services through its advisory practice — broad incumbent with overlapping fractional finance offerings.

Regional players

• Anders CPAs + Advisors: Mid-sized regional CPA and advisory firm providing CFO advisory, accounting, and tax services — comparable service suite with regional rather than national focus.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/cfo_hub
• Facebookfacebook.com/CFOHubLLC
• LinkedInlinkedin.com/company/cfo-hub

Revenue estimate

Valuation estimate

Number of profiles

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 Hub