CFO On Demand

What CFO On Demand does

CFO On Demand is a sole proprietorship registered in Pennsylvania and operated by founder Mitchell B. Rubin, delivering fractional, interim, and part-time CFO services to public and privately held companies in start-up, growth, and restructuring stages. The firm offers nine service lines — business plans and financial modeling, budget and tax planning, GAAP financial statement preparation, SEC filings and private placement memorandums, accounting system consulting, capital acquisition, M&A services, turnarounds and restructurings, and exit strategy planning — packaged as modular engagements rather than a recurring SaaS or managed-service product.

The operating model is consultative and direct-to-client: prospects are acquired primarily through the firm's website, founder's LinkedIn presence, and word-of-mouth referrals, with a free one-hour consultation offered as the qualification mechanism. Pricing is quote-based and engagement-specific, with no public rate card. Documented client outcomes span FinTech (PIRS Capital), biotech (IntelliCell BioSciences), manufacturing (Olevia), dental products (Remedent), consumer products (AeroGrow), and consumer electronics (Voice Powered Technology), aggregating to over $150M in equity and debt financing transaction experience attributable to the founder.

There are no technology products, no AI/ML components, no external funding, no parent company, no subsidiaries, and no disclosed headcount beyond the founder. The firm is positioned as a personal professional services practice rather than a scalable enterprise.

Name

CFO On Demand

Legal name

Mitchell B. Rubin

Website

https://cfoon-demand.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

1–10 employees

Short description

CFO On Demand is a Pennsylvania-based sole proprietorship owned by Mitchell B. Rubin, providing fractional and interim CFO services—including financial modeling, SEC filings, capital acquisition, M&A, and restructuring—to public and private companies in startup, growth, or turnaround stages.

Ownership category

akta.pro rank

Product category

Fractional CFO Consulting Services

NAICS

Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742), Finance Services (6199)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

akta.pro secondary industry

Debt & Capital Advisory (Debt Raising, Refinancing, Private Credit) (BPAHAOAD)

Keywords

• Fractional CFO services
• Interim CFO consulting
• Financial advisory services
• SEC compliance filings
• Capital acquisition advisory

Headquarters

HQ city

Doylestown

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. CFO Consulting Services: Professional services revenue generated through consulting engagements providing interim CFO, part-time CFO, and fractional CFO services to companies that cannot or choose not to maintain a full-time CFO position.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

CFO On Demand provides fractional, part-time, and interim CFO consulting services to public and privately held companies in start-up, growth, or restructuring stages. Its deliverables span business plans and financial modeling, budget and tax planning, GAAP financial statements, SEC filings and private placement memorandums, accounting system consulting, debt and equity capital acquisition, mergers and acquisitions, turnarounds, and exit strategy planning. Services are delivered on an interim or part-time basis at rates described as more affordable than a full-time CFO.

Product overview

CFO On Demand is a professional CFO consulting service offering a unified portfolio of advisory services for early-stage, growth-stage, and restructuring companies. The service operates as a modular offering where clients can engage individual service components (Business Plans & Financial Modeling, Budget & Tax Planning, GAAP Financial Statements, SEC Filings, Accounting System Consulting, Capital Acquisition, M&A Services, Turnarounds & Restructurings, and Exit Strategy) based on their needs. The company provides interim CFO capabilities for companies not ready for a full-time CFO commitment, serving both publicly held and privately owned companies across multiple industries including consumer products, fintech, manufacturing, and professional services.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Plans, Financial Modeling & Forecasting Preparation of business plans and financial models including market potential analysis, competitive landscape assessment, capital expense forecasting, and profitability/ROI projections to support financing activities for start-up, growth, and restructuring companies.
• Budget & Tax Planning Facilitation of budgeting, forecasting and planning processes involving key management personnel to establish benchmarks, targets, and incentive compensation frameworks for corporate clients.
• GAAP Compliant Financial Statement Preparation Preparation of financial statements in accordance with Generally Accepted Accounting Principles, including compilation, review, and audit support services for both public and privately held companies.
• SEC Filings & Private Placement Memorandums Preparation of Securities and Exchange Commission filings and private placement memorandums, including GAAP financials, market risk disclosures, and regulatory compliance documentation for public offerings or private investor solicitation.
• Accounting System Consulting Sourcing, implementation and reporting services for accounting and information reporting systems, including evaluation of cloud-based SaaS solutions, KPI reporting, and real-time information access implementation.
• Capital Acquisition Debt and equity financing advisory services including capital structure analysis, investor/lender identification, and coordination of crowdfunding opportunities (KickStarter, Indiegogo, Crowdfunder).
• Merger and Acquisition Services Buy-side and sell-side transaction support including target company evaluation, financial and operational due diligence, systems integration, tax implications, valuation, and pro-forma statement preparation.
• Turnarounds and Restructurings Financial stabilization and restructuring services including liquidity forecasting, cash flow management improvement, financing negotiations, debt restructuring, and bankruptcy documentation support.
• Exit Strategy Planning and Execution Strategic planning and execution of exit transactions including mergers, acquisitions, and business combinations with coordination of due diligence, valuation, financing, and integration activities.

Quantifiable outcome

• Secured $5 million credit facility increasing to $10 million within eight months for PIRS Capital
• +4 more outcomes

Named customers6 records

Segments6 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves2 records

Expansion highlights1 record

Direct peers

• CFO Selections: Provides fractional CFO and senior finance talent to mid-market companies. Direct comparable in engagement model, target client (growth-stage and mid-market), and service scope (financial leadership, SEC compliance support).
• CFO Partners: Provides fractional and interim CFO services to mid-market and growth-stage companies. Comparable service model (part-time CFO engagements) and similar target segments, though typically at a larger engagement scale and broader geographic reach.
• B2B CFO: Largest U.S. provider of fractional CFO services with a network of partners serving growth-stage and middle-market companies. Directly comparable to CFO On Demand in service offering (interim CFO, financial leadership for small/mid-market), though at vastly greater scale and with multiple partner-CFOs rather than a single practitioner.
• TGG Accounting: Fractional CFO and outsourced accounting firm serving startups, small businesses, and nonprofits. Offers interim CFO, controllership, and financial reporting services — closely overlapping with CFO On Demand's modular service portfolio and target client profile.
• Burgeon Group: Fractional CFO firm serving venture-backed and growth-stage startups. Directly comparable in target segment (early-stage to growth-stage companies) and service scope, with a stronger venture-capital and SaaS industry focus than CFO On Demand.
• FLG Partners: Network of experienced CFO consultants serving technology and growth-stage companies, particularly in the San Francisco Bay Area. Comparable in its senior-CFO-on-demand model and SEC/public-company experience, with a stronger technology-company focus.

Emerging players

• Paro: Tech-enabled marketplace for fractional finance and accounting talent, including fractional CFOs. Targets the same SMB and growth-stage client base as CFO On Demand, but uses an AI-driven matching platform and a network of vetted freelancers to deliver services at greater scale.
• Accordion Partners: Specialized financial consulting firm offering fractional CFO, transaction advisory, and operational improvement services to private equity-backed and growth-stage companies. Overlaps with CFO On Demand in M&A advisory and turnaround engagements, typically at higher deal values.

Broad incumbents

• Robert Half Management Resources: Large, publicly traded staffing and consulting firm offering interim and fractional CFO services through its Management Resources division. Broad incumbent competitor with national reach, deep corporate client relationships, and a formalized consultant placement model.
• CBIZ Marks Paneth: National accounting and advisory firm offering outsourced CFO, SEC advisory, and transaction services. Competes with CFO On Demand in public-company compliance and capital markets advisory, with much larger scale and broader service portfolio.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/cfo-on-demand

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 On Demand