The CFO Connection

What The CFO Connection does

The CFO Connection is a privately-held professional services firm founded in 1999 by Bob Thompson and headquartered in Newburyport, Massachusetts. The company provides part-time, contractual CFO and financial advisory services to growing companies that require senior-level finance and strategic planning expertise but lack the resources to retain a full-time executive. Core offerings include P&L design and analysis, balance sheet management (Accounts Receivable optimization, fixed asset ROI analysis, debt cost review), and strategic planning guidance, with service delivery conducted on a quote-based, pay-as-you-go engagement model.

The firm operates with 11-50 employees under a sales-led, direct engagement go-to-market motion. Clients initiate contact via the company website (phone 978-509-3385 or email) and engagements are scoped individually; no public pricing tiers or packaged offerings exist. The value proposition rests on founder Bob Thompson's credentials — prior tenure as CFO of the Americas for a Swedish company where he led expansion from $30M to $120M, a BSBA from Boston College, an MBA from UMass Amherst's Isenberg School of Management, and CPA recognition from the Massachusetts Society of CPAs. The firm has no disclosed technology product, no app, no API, no digital marketing infrastructure beyond a basic website, and no social media presence.

Revenue is generated entirely through professional services fees with no disclosed figures, no funding history, no partnerships, no institutional backing, and no parent company. The firm appears to be bootstrapped and founder-controlled, with Bob Thompson serving as the sole executive and likely primary delivery resource. Geographic scope appears domestic (USA), with no international operations, partnerships, or expansion signals disclosed in the source material.

Name

The CFO Connection

Legal name

The CFO Connection

Website

https://thecfoconnection.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Short description

The CFO Connection is a privately-held, founder-owned professional services firm founded in 1999 that provides part-time CFO and financial advisory services to growing US companies lacking resources for full-time executive hires, operating on quote-based consulting engagements.

Ownership category

akta.pro rank

Product category

Fractional CFO / Financial Advisory Services

NAICS

Management Consulting Services (54161), Management, Scientific, and Technical Consulting Services (5416)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

Keywords

• Part-time CFO services
• Fractional CFO advisory
• Financial consulting
• Strategic financial planning
• Small business CFO

Headquarters

HQ city

Newburyport

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Part-time CFO Services: Provides senior-level CFO and financial advisory services on a part-time basis to growing companies. Revenue generated through consulting engagements where clients pay for fractional/part-time CFO access and strategic financial guidance.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

The CFO Connection provides senior-level CFO expertise to growing companies on a part-time basis, including financial strategy, P&L design and analysis, balance sheet management (Accounts Receivable, Fixed Assets ROI, and Debt), and strategic planning guidance. It serves as an affordable alternative to hiring a full-time CFO for companies that lack resources for a full-time executive.

Product overview

The CFO Connection is a single-service consulting firm offering Part-time CFO Services. Founded in 1999 by Bob Thompson, the company provides growing companies with senior-level expertise in finance and strategic planning on a part-time basis, serving as an affordable alternative to hiring a full-time CFO. The service includes P&L design and analysis, balance sheet management (Accounts Receivable, Fixed Assets ROI, and Debt management), and strategic planning guidance.

Differentiator

Problem solved

Functional benefit

Products and services

• Part-time CFO Services Provides senior-level CFO expertise to growing companies on a part-time basis, including financial strategy, P&L design and analysis (separating fixed/variable costs, structuring by product groups), balance sheet management (Accounts Receivable, Fixed Assets ROI, Debt cost analysis), and strategic planning guidance. Designed for companies that need CFO-level oversight but lack resources to hire a full-time CFO.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves2 records

Direct peers

• CFO Partners: Boutique firm providing fractional CFO and financial leadership services to small and mid-sized businesses. Direct competitor on service model and customer profile.
• Tatum (Randstad): National fractional executive firm specializing in interim and part-time CFO placements. Closely aligned offering and target market, with broader geographic reach.
• B2B CFO (now part of Chief Outsiders): The largest US fractional CFO firm, providing part-time CFO services to growth and mid-market companies. Directly comparable in service model, target customer, and value proposition.
• Bridgepoint CFO: Provides part-time and interim CFO services to growth-stage and mid-market companies. Direct competitor with similar client profile and engagement model.
• Aspect CFO: Fractional CFO firm serving small to mid-market companies with strategic finance and operational support. Closely comparable in service line and target customer.

Broad incumbents

• BDO USA: Top-tier accounting and advisory firm offering CFO advisory and outsourced finance services to mid-market clients. Broader incumbent competing for the same buyer.
• Robert Half (Protiviti): Major staffing and consulting firm that places interim and fractional finance executives, including CFOs. Adjacent but larger-scale competitor with broader service portfolio.
• Andersen Tax / Andersen Consulting: National advisory firm offering outsourced CFO and finance consulting as part of a wider tax and consulting portfolio. Larger incumbent with overlapping mid-market clientele.

Emerging players

• Pilot.com: Bookkeeping, tax, and fractional CFO services for startups and SMBs, delivered with proprietary software. Comparable fractional CFO offering bundled with technology-enabled finance operations.
• Kruze Consulting: Tech-enabled fractional CFO and accounting firm serving venture-backed startups. Comparable service model with stronger digital delivery and software integration.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights5 records

Customer concentration

• Xx.com/cfosparttime

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 The CFO Connection