CFO Consulting Group

What CFO Consulting Group does

CFO Consulting Group, Inc. is a Boston-based, founder-owned professional services firm founded in 1997 by Mark Zuroff. The firm provides C-level consulting across three pillars: Financial Consulting (budgeting, forecasting, business models, cost reduction, cash flow management, crisis management, transaction support), Strategic Consulting (CEO and Board advisory, strategic planning, M&A and divestiture support, financing and recapitalization analysis, strategic partner negotiations), and Organizational Development (team development, executive coaching, organizational design, management development training, incentive and compensation plans, performance management). Engagements are delivered on a Project, Part-Time, or Interim basis, allowing clients to access senior financial and operational leadership without committing to a full-time executive hire.

The underlying technology is essentially human-delivered professional services; there is no proprietary software platform, AI/ML capability, or technology product disclosed in any source. The firm's toolkit consists of internally developed assessments, processes, and methodologies applied through direct principal involvement, with engagement volume deliberately limited to preserve depth of service per client.

CFO Consulting Group operates a classic boutique consulting business model, generating revenue through custom-priced project engagements, recurring part-time fractional CFO/COO services for growth-stage companies, and interim executive placements during management transitions. Go-to-market is direct enterprise field sales at the CEO and Board level, with marketing primarily conducted through the founder's LinkedIn profile and direct referrals. Clients range from pre-revenue entrepreneurs through middle market public companies, with named engagements across technology (e.g., Draper Labs, Alkermes, Conversant Technologies), financial services (State Street Bank, Cambridge Savings Bank, First Marblehead), healthcare and education (Beth Israel Deaconess, MIT, New England Baptist Hospital), non-profits (Boston Foundation, Social Innovation Forum, ChopChopKids), and professional services (Ropes & Gray, Woods Hole Oceanographic Institute). The firm has 11-50 employees, is privately held with no disclosed institutional investment, and has been continuously operating for over 25 years.

Name

CFO Consulting Group

Legal name

CFO Consulting Group, Inc.

Website

https://cfohr.com

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

11–50 employees

Short description

CFO Consulting Group is a Boston-based, founder-owned professional services firm delivering interim, part-time, and project-based C-level consulting in financial management, strategic planning, and organizational development for pre-revenue startups through middle market companies across technology, financial services, healthcare, and non-profit sectors.

Ownership category

akta.pro rank

Product category

Management Consulting

NAICS

Administrative Management and General Management Consulting Services (541611), Management Consulting Services (54161), Other Management Consulting Services (541618), Human Resources Consulting Services (541612), Management, Scientific, and Technical Consulting Services (5416)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

akta.pro secondary industries

Financial Management & Performance Improvement Consulting (BPAHACAF), Strategy & Corporate Development Consulting (BPAHACAA), Organization Design & Operating Model Consulting (BPAHAGAB), Performance Management & Productivity Consulting (BPAHAGAL)

Keywords

• Fractional CFO services
• Financial consulting
• Strategic consulting
• Organizational development
• Interim executive services

Headquarters

HQ city

Boston

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Consulting Services Revenue: The firm generates revenue through various consulting engagement structures including project-based work (scoped with specified price and timeline), part-time CFO/financial leadership services for growing companies, and interim CFO placements during management transitions. Services span Financial Consulting, Strategic Consulting, and Organizational Development.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

CFO Consulting Group provides C-level management consulting under three service lines — Financial Consulting, Strategic Consulting, and Organizational Development — delivered on a Project, Part-Time, or Interim engagement basis. Services are scoped to support companies during critical phases (management transitions, growth, financing, M&A) with budgets, forecasts, business models, CEO/Board advisory, executive coaching, and incentive plan design. The firm serves clients ranging from pre-revenue entrepreneurs to middle-market public companies.

Product overview

CFO Consulting Group provides C-level consulting services organized around three specialty areas: Financial Consulting, Strategic Consulting, and Organizational Development. The firm offers these services through different engagement models (Project, Part-Time, and Interim) to help companies during critical phases of their business. Founded in 1997, the company serves clients ranging from pre-revenue entrepreneurs to middle market public companies, with expertise spanning technology, financial services, healthcare, and non-profit sectors.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Consulting Financial consulting services that help companies develop and support effective and efficient financial operations, encompassing both current operational issues and strategic planning concerns of the CEO and Board. Services include budgeting, forecasting, business models, operating policies, software evaluations, staff training, cost reduction programs, pricing analysis, cash flow management, reporting packages, crisis management, and transaction support.
• Strategic Consulting Strategic consulting services that help clients take their organizations to the next level by combining planning discipline with organizational and financial management competencies. Services include advisory to CEO and Board, long- and short-range strategic plans, M&A/divestiture support, financing and recapitalization analysis, and strategic partner negotiations.
• Organizational Development Organizational development services that enhance individual and company effectiveness by helping individuals and leadership teams define objectives and action plans. Services include team development, executive coaching, organizational design, management development training, incentive/compensation plans, and performance management programs.

Quantifiable outcome

• Negotiated six corporate exits
• +7 more outcomes

Named customers15 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.

• Social Innovation ForumminorStrategic or Co-development PartnerMark Zuroff serves as resident financial advisor at the Social Innovation Forum, advising cutting-edge non-profit organizations. This advisory role provides exposure to the non-profit sector and potential consulting engagements.

Scale indicators5 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Tatum (a Randstad company): Tatum is one of the most direct comparables, historically known as a leading national provider of fractional and interim C-suite financial talent, including interim CFOs, controllers, and financial executives—essentially the same core service as CFO Consulting Group but at national scale.
• Accordion Partners: Accordion Partners is a financial consulting firm specializing in interim CFO, financial advisory, and value-creation services for private equity-backed and high-growth companies—directly comparable in service mix and client profile to CFO Consulting Group.
• B2B CFO: B2B CFO is a national firm providing fractional CFO services to privately held businesses, helping owners with financial strategy, capital access, and operational improvement—the closest direct peer to CFO Consulting Group's part-time/interim CFO model.

Emerging players

• Paro: Paro is a marketplace-based platform that connects businesses with fractional finance and accounting experts, including CFOs. It overlaps with CFO Consulting Group's part-time/interim CFO offering but operates through a tech-enabled talent marketplace rather than a traditional consultancy.
• FT Partners: FT Partners is a specialized investment bank focused on the financial technology sector, providing M&A and strategic advisory. Its strategic planning and M&A support work overlaps with CFO Consulting Group's Strategic Consulting pillar, though it is sector-specialized.

Broad incumbents

• Alvarez & Marsal: A global professional services firm renowned for turnaround, interim management, and CFO advisory services. While much larger and broader in scope, it competes in the same interim CFO and financial advisory space, particularly for middle-market and distressed situations.
• Korn Ferry: Korn Ferry is a global organizational consulting firm with strong capabilities in executive search, leadership development, and organizational consulting—comparable to the Organizational Development pillar of CFO Consulting Group, though at vastly larger scale.
• Robert Half (Protiviti): Robert Half's Protiviti subsidiary provides fractional and interim finance leadership, internal audit, and risk consulting. It competes in the same interim CFO and financial advisory space, but at much larger scale and with broader consulting capabilities.
• BDO USA: BDO USA is a major accounting and advisory firm offering CFO advisory, outsourced finance, and strategic consulting services. It overlaps with CFO Consulting Group's full service mix but at vastly larger scale and with broader global reach.

Others

• CFO Insights: CFO Insights is a content and peer-group platform serving CFOs and senior finance leaders. While not a direct competitor, it sits in the same CFO advisory ecosystem and provides consultative research and benchmarking that complements boutique CFO advisory work.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/cfo-consulting-group-inc-

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Consulting Group