CFO By Design
- Company typePrivate
- Founded2019
- HeadquartersAustin, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
CFO By Design firmographics
Firmographics- Name
- CFO By Design
- Legal name
- CFO By Design
- Website
- https://cfobydesigntx.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
CFO By Design industry classification
Industry- Product category
- Financial Consulting Services
- NAICS
- Management Consulting Services (54161)
- akta.pro primary industry
- Outsourced Finance & CFO Services (BPAHABAE)
Keywords
Where CFO By Design is headquartered
LocationHeadquarters
- HQ city
- Austin
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
CFO By Design business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- CFO & Financial Services: Outsourced CFO services, financial management, and accounting services provided on a retainer or contract basis to DMOs and hospitality associations
- Financial Consulting & Assessments: Customized financial assessments and strategic consulting engagements for destination marketing organizations and travel industry associations
- Training & Education: Customized training programs for finance leaders new to the DMO industry, executives seeking financial literacy, and board members
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Outsourced CFO services with fee structure more cost-effective than in-house department |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels2 records
CFO By Design product offering
Product offeringCore offering
CFO By Design is a virtual CFO practice that delivers outsourced CFO services, proprietary financial assessments, customized financial statements, policy development, accounting systems implementation, and turnkey senior accounting services to Destination Marketing Organizations (DMOs) and travel/hospitality industry associations. Its offering replaces or supplements an in-house finance department, providing senior financial leadership and operational financial management on a subscription/retainer basis.
Product overview
CFO by Design is a virtual CFO practice offering a suite of professional financial services to Destination Marketing Organizations (DMOs) and hospitality/travel industry associations. The company operates as a services-based firm rather than a software product company. Its portfolio consists of six integrated service offerings: Financial Assessment Services (proprietary assessment for operational planning), Strategic Solutions and Consulting (including DMO-specific training), Financial Systems Implementation (financial health analysis and forecasting), Outsourced Accounting and CFO Services (financial reporting and policies), Technology Systems Recommendations (for efficiency and internal controls), and Accountability and Compliance Services (contract compliance and internal controls). These services work together to provide clients with comprehensive financial infrastructure, from assessment through implementation and ongoing accountability.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Assessment Services Proprietary assessment designed to uncover opportunities, troubleshoot problems, and create a customized plan to ensure operational success for Destination Marketing Organizations and hospitality associations.
- Strategic Solutions and Consulting Customized strategic consulting services including training for finance leaders new to the DMO industry, executives seeking to expand their financial literacy, and board members.
- Financial Systems Implementation Industry thought leadership to analyze financial health, identify risk areas, forecast for cash management, resource allocation, and long-term strategic financial planning.
- Outsourced Accounting and CFO Services Customized and transparent financial reporting, industry-leading policies, and outsourced financial and CFO services for DMO organizations and associations.
- Technology Systems Recommendations Recommended technology systems to increase efficiency, improve internal controls, and allow for greater organizational transparency and accountability.
- Accountability and Compliance Services Review of funding agreements and assessment of contract compliance and internal controls to ensure accountability and credibility with stakeholders and community.
Quantifiable outcome
- Clients report 'I can sleep at night now' and 'they take care of us'
Companies that use CFO By Design
Customer profileNamed customers8 records
Segments2 records
Ideal customer profiles3 records
CFO By Design technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
CFO By Design partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core.
- Destinations InternationalcoreCFO by Design has played an instrumental role in the successful turnaround of Destinations International. Led by Julie Hart who previously helped the organization through a financial crisis when on the executive committee, providing ongoing trusted financial guidance and support to leadership and the Board of Directors.
- Texas Travel AlliancecoreOngoing partnership with Texas Travel Alliance including speaking engagements at annual summits and the Travel & Tourism College. Multiple team members active in alliance activities and education programs.
- One West Tourism AlliancecoreServing as financial partner to One West Tourism Alliance, providing association financial infrastructure support and helping new Association CEO build confidence in financial position.
- Visit SeattlecoreProvided deep dive assessment of structure, policies, and systems for Visit Seattle following CFO departure. Assisted in developing foundation necessary to efficiently run finance department, including team rebuilding and technology modernization.
Scale indicators3 records
Recent moves5 records
Expansion highlights5 records
CFO By Design competitors and assessment
Company assessmentDirect peers
- CFO Share: Outsourced and fractional CFO services firm serving growth-stage companies. Operates the same virtual outsourced CFO model as CFO by Design and is a head-to-head comparable for retainer-based senior financial leadership engagements.
- FocusCFO: Fractional/outsourced CFO services firm providing part-time CFO talent to small and mid-sized businesses across multiple industries. Directly comparable business model to CFO by Design's outsourced CFO retainer practice, though FocusCFO operates across verticals rather than specializing in DMOs.
- B2B CFO Partners: Network of fractional CFOs serving small to mid-sized businesses on an outsourced basis. Closest comparable in delivery model (virtual, retainer-based outsourced CFO) and target client type (organizations that cannot afford a full-time CFO).
- New Directions Capital: Provides outsourced CFO and financial management services specifically to nonprofit organizations, including outsourced accounting, financial leadership, and board reporting support — directly comparable to CFO by Design's nonprofit/association service lines.
- KBS CFO Services: Outsourced CFO and controller services firm providing part-time financial leadership to small businesses and nonprofits. Directly comparable delivery model and client profile to CFO by Design's outsourced accounting and CFO practice.
Broad incumbents
- Huron Consulting Group: Large management consulting firm with a finance & accounting advisory practice serving associations and nonprofits. Adjacent competitor for outsourced CFO and financial transformation engagements, though it operates at enterprise scale rather than SME/DMO level.
- CliftonLarsonAllen (CLA): Large U.S. accounting and advisory firm with significant nonprofit and association practice offering outsourced CFO and controller services. Competes with CFO by Design on outsourced financial leadership for association-type clients, but at significantly greater scale and breadth.
- Wipfli: Top-25 U.S. accounting and consulting firm with an outsourced CFO/advisory practice serving nonprofits and associations. Much larger and broader, but competes in the same outsourced financial leadership space for association clients.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
CFO By Design social profiles
Digital presenceCFO By Design financial estimates
Financial estimateRevenue estimate
Valuation estimate
CFO By Design leadership team
Management profileNumber of profiles
Profiles9 records
CFO By Design funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CFO By Design 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 By Design
What does CFO By Design do?
CFO By Design is a virtual CFO practice that delivers outsourced CFO services, proprietary financial assessments, customized financial statements, policy development, accounting systems implementation, and turnkey senior accounting services to Destination Marketing Organizations (DMOs) and travel/hospitality industry associations. Its offering replaces or supplements an in-house finance department, providing senior financial leadership and operational financial management on a subscription/retainer basis.
Is CFO By Design a public or private company?
CFO By Design is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was CFO By Design founded?
CFO By Design was founded in 2019. It employs 1 to 10 people.
Where is CFO By Design based?
CFO By Design is headquartered in Austin, United States, in the North America region.
How does CFO By Design make money?
Three revenue lines are on record. CFO & Financial Services are the primary driver. The others are financial Consulting & Assessments and training & Education.
Who are CFO By Design's main competitors?
Direct peers on record are CFO Share, FocusCFO, B2B CFO Partners, New Directions Capital and KBS CFO Services. Broad incumbents are Huron Consulting Group, CliftonLarsonAllen (CLA) and Wipfli.
Does CFO By Design have an API?
No public API is recorded for CFO By Design.
What industry is CFO By Design in?
CFO By Design's product category is Financial Consulting Services. Its primary akta.pro industry code is BPAHABAE, Outsourced Finance & CFO Services. Its NAICS code is 54161.