CFO Worx
CFO Worx is a Tampa-based financial consulting firm founded in 2022 that provides fractional CFO, controller, bookkeeping, and M&A advisory services to mid-market private businesses generating $4M to $80M+ in annual revenue, supported by an AI-powered reporting platform on Microsoft Azure.
- Company typePrivate
- Founded2022
- HeadquartersTampa, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What CFO Worx does
CFO Worx is a Tampa, Florida-based financial consulting firm founded in 2022 by Brian Alvarez that provides fractional CFO, controller, bookkeeping, and M&A advisory services to mid-market private businesses generating $4M to $80M+ in annual revenue. The firm explicitly does not serve startups or non-profits and positions itself as an alternative to traditional CPA firms, emphasizing Fortune 500-level financial leadership delivered on a fractional or project basis. Its customer base spans verticals including professional services, construction and restoration, healthcare, manufacturing, and technology, with case studies documenting engagements that produced material valuation outcomes (e.g., a nine-figure exit with ~$10M+ in attributed value, a $30M+ sale in 32 days, and ~$150K in confirmed tax savings via balance sheet restructuring).
The firm's service portfolio is built around four core offerings: Fractional CFO Services ($3,000-$20,000/month depending on scope), Controller Services, tiered Bookkeeping & Accounting, and full-cycle M&A Advisory with licensed brokerage coverage in 17 states and a hybrid subscription-plus-success-fee pricing model (2-5% of transaction value at close). Underpinning these services is a proprietary technology stack — the Real-Time Financial Reporting platform — built on Microsoft Azure with Power BI dashboards and a proprietary client portal, offering live QuickBooks Online integration, automated multi-entity and multi-currency consolidations, customizable KPI dashboards, and AI-assisted forecasting, anomaly detection, and diligence review. The M&A practice additionally uses an AI-driven buyer-sourcing engine and an "AI Data Room" for accelerated diligence.
CFO Worx operates on a remote-first, sales-led go-to-market model, initiating engagements through Calendly-scheduled consultations and serving clients across North America and internationally. The firm has scaled to 40+ finance professionals (CFOs, Controllers, CPAs, and MBAs) with backgrounds spanning Big 4, private equity, and Fortune 500 operators, and is founder-owned with no disclosed institutional funding. It is recognized by Inc. as No. 19 on the 2026 Regionals Southeast list of fastest-growing private companies (2022-2024 measurement period), and displays referral relationships with JPMorgan Chase, Fifth Third Bank, Live Oak Bank, Morgan Stanley, and Wells Fargo.
CFO Worx firmographics
Firmographics- Name
- CFO Worx
- Legal name
- CFO Worx
- Website
- https://cfoworx.com
- Company type
- Private
- Founded year
- 2022
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- CFO Worx is a Tampa-based financial consulting firm founded in 2022 that provides fractional CFO, controller, bookkeeping, and M&A advisory services to mid-market private businesses generating $4M to $80M+ in annual revenue, supported by an AI-powered reporting platform on Microsoft Azure.
- Ownership category
- akta.pro rank
CFO Worx industry classification
Industry- Product category
- Financial Consulting Services
- NAICS
- Management Consulting Services (54161)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Outsourced Finance & CFO Services (BPAHABAE)
- akta.pro secondary industry
- Treasury, Cash Management & Liquidity (SME) (FSAGAJAG)
Keywords
Where CFO Worx is headquartered
LocationHeadquarters
- HQ city
- Tampa
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
CFO Worx business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Fractional CFO & Controller Services: Monthly retainer engagements providing executive financial leadership, typically ranging $3,000-$20,000 per month depending on company size and service scope. Includes fractional CFO, controller oversight, and complete financial department replacements.
- Real-Time Financial Reporting: Per-entity subscription at $75/month per QuickBooks file with $99 one-time implementation fee. Includes unlimited reports, consolidations, AR/AP, cash flow forecasting, and live budget vs. actuals.
- M&A Advisory Services: Hybrid model: preparation/outreach at $3,000-$5,000/month, active sale process retainer at $2,000-$3,000/month, plus 2-5% success fee on transaction value at close.
- Bookkeeping & Accounting: Tiered packages (Small Business, Growth Business, Enterprise) providing bookkeeping services integrated with controller and CFO oversight. Monthly engagements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Fractional CFO & Controller Services ($3,000-$20,000/month) |
| Subscription | Monthly | Real-Time Reporting ($75/entity/month) |
| Subscription | Monthly | M&A Preparation & Outreach ($3,000-$5,000/month) |
| Subscription | Monthly | M&A Active Sale Process ($2,000-$3,000/month retainer) |
| Outcome Based/ Performance | Pay-as-you-go | M&A Success Fee (2-5% of transaction value) |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
CFO Worx product offering
Product offeringCore offering
CFO Worx delivers fractional CFO, controller, and bookkeeping services for mid-market private businesses generating $4M-$80M+ in revenue, supplemented by M&A advisory and an AI-powered real-time financial reporting platform built on Microsoft Azure with Power BI dashboards and live QuickBooks integration. The firm provides Fortune 500-level executive financial leadership without the cost of a full-time executive.
Product overview
CFO Worx is a financial consulting firm offering a modular service portfolio for mid-market private businesses ($4M-$80M+ revenue). The core offering centers on fractional CFO leadership supplemented by controller services, bookkeeping/accounting, and M&A advisory services. Real-Time Financial Reporting serves as the technology-enabled foundation, providing AI-powered dashboards with live QuickBooks integration, automated consolidations, and customizable KPI tracking built on Microsoft Azure and Power BI. The service model is platform-agnostic, integrating with client ERP systems (NetSuite, Sage) and payment platforms (Bill.com). M&A Services operates as a distinct module with licensed brokerage coverage and success-based pricing.
Differentiator
Problem solved
Functional benefit
Products and services
- Fractional CFO Services Executive-level fractional CFO financial leadership for mid-market private businesses generating $4M-$80M+ in annual revenue. Provides strategic foresight, forecasting, profitability analysis, capital structure planning, risk management, real-time visibility, operational efficiency, and transaction readiness without the cost of a full-time executive. Engagement priced at $3,000-$20,000 per month depending on company size and service scope.
- Controller Services Operational finance leadership service delivering accurate financial reporting, process optimization, accounting operations oversight, compliance and controls, and team leadership. Supports mid-market companies between $4M-$80M+ in annual revenue with scalable frameworks that stand up to investors, auditors, and acquirers.
- Bookkeeping & Accounting Professional bookkeeping and accounting services including transaction categorization, reconciliations, AR/AP management, sales tax compliance, and month-end close support. Offered in tiered packages (Small Business, Growth Business, Enterprise) and integrates with Bill.com and other client systems, with direct oversight from controller and CFO services for mid-market businesses $4M-$80M+ in revenue.
- M&A Services Full-cycle mergers and acquisitions advisory covering financial preparation, valuation analysis, buyer targeting via AI-driven analysis and proprietary sourcing engine, due diligence leadership through an AI-powered data room, negotiation, and post-close transition support. Includes licensed brokerage in 17 states with success-based fee alignment. Pricing includes preparation/outreach at $3,000-$5,000/month, active sale process retainer at $2,000-$3,000/month, and 2-5% success fee on transaction value at close.
- Real-Time Financial Reporting AI-powered financial reporting platform with live QuickBooks Online integration, automated multi-entity and multi-currency consolidations, customizable KPI dashboards with one-click drill-down, AI-assisted cash flow forecasting, and real-time budget vs. actuals tracking. Built on Microsoft Azure infrastructure with Power BI dashboards and a proprietary client portal. Priced at $75/month per QuickBooks file with a one-time $99 implementation fee.
Quantifiable outcome
- M&A deals completed at ~$35M average transaction value with $400M+ cumulative deal value
- +4 more outcomes
Companies that use CFO Worx
Customer profileNamed customers5 records
Segments8 records
Ideal customer profiles2 records
CFO Worx technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
AI capability5 records
Feature5 records
CFO Worx partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- Microsoft AzurecoreCore technology infrastructure for client portal, dashboards, and data storage. All data sits securely within Microsoft Azure stack.
- Power BIcoreBusiness intelligence and visualization platform powering proprietary dashboards and reporting solutions.
- QuickBookscoreLive integration with QuickBooks Online and major ERPs for real-time financial data visibility.
Scale indicators5 records
Recent moves6 records
Expansion highlights6 records
CFO Worx competitors and assessment
Company assessmentDirect peers
- B2B CFO Partners: B2B CFO is one of the largest US fractional CFO firms serving private mid-market businesses, with a partner-based national footprint. Highly comparable in target client, service mix, and engagement model to CFO Worx.
- Belay: Belay offers fractional executive support including finance leadership and bookkeeping for SMB and mid-market clients. Overlaps with CFO Worx on outsourced finance services and target buyer.
- Paro: Paro is a marketplace/platform that matches businesses with vetted fractional finance and accounting talent. It serves the same mid-market buyer as CFO Worx but does so through a talent network rather than an employed bench.
- Anchor CFO: Anchor CFO provides fractional CFO and controller services to mid-market private businesses, very similar in scope, target client size, and delivery model to CFO Worx.
- Pilot.com: Pilot provides outsourced bookkeeping, CFO, and tax services to startups and mid-market companies using a technology-enabled delivery model — a near-direct competitor to CFO Worx's fractional CFO + controller + bookkeeping stack, with a more SaaS-leaning positioning.
- Range Financials: Range Financials is a fractional CFO and financial advisory firm serving growth-stage and mid-market companies — directly comparable to CFO Worx in service mix and customer segment.
- CFO Partners: CFO Partners provides outsourced CFO services to mid-market and growth-stage companies, comparable in service scope and buyer profile to CFO Worx's fractional CFO offering.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
CFO Worx social profiles
Digital presenceCFO Worx financial estimates
Financial estimateRevenue estimate
Valuation estimate
CFO Worx leadership team
Management profileNumber of profiles
Profiles4 records
CFO Worx funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CFO Worx 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 CFO Worx
What does CFO Worx do?
CFO Worx delivers fractional CFO, controller, and bookkeeping services for mid-market private businesses generating $4M-$80M+ in revenue, supplemented by M&A advisory and an AI-powered real-time financial reporting platform built on Microsoft Azure with Power BI dashboards and live QuickBooks integration. The firm provides Fortune 500-level executive financial leadership without the cost of a full-time executive.
Is CFO Worx a public or private company?
CFO Worx is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was CFO Worx founded?
CFO Worx was founded in 2022. It employs 1 to 10 people.
Where is CFO Worx based?
CFO Worx is headquartered in Tampa, United States, in the North America region.
How does CFO Worx make money?
Four revenue lines are on record. Fractional CFO & Controller Services are the primary driver. The others are real-Time Financial Reporting, M&A Advisory Services and bookkeeping & Accounting.
Who are CFO Worx's main competitors?
Direct peers on record are B2B CFO Partners, Belay, Paro, Anchor CFO, Pilot.com, Range Financials and CFO Partners.
Does CFO Worx have an API?
No public API is recorded for CFO Worx.
What industry is CFO Worx in?
CFO Worx's product category is Financial Consulting Services. Its primary akta.pro industry code is BPAHABAE, Outsourced Finance & CFO Services, with a secondary code of FSAGAJAG, Treasury, Cash Management & Liquidity (SME). Its NAICS code is 54161 and its SIC code is 6199.