CFO Solutions

Name

CFO Solutions

Legal name

CFO Solutions, Inc.

Website

https://cfosolutionsinc.com

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

1–10 employees

Short description

CFO Solutions, Inc. is a privately held financial advisory firm founded in 1997 that provides retainer and outsourced CFO services to emerging and midsize companies across technology, pharma, manufacturing, and family business sectors, primarily in the Northeastern United States.

Ownership category

akta.pro rank

Headquarters

HQ city

South Orange

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

Revenue model

1. CFO Advisory Services: Retainer CFO assignments and outsourced CFO projects for emerging to midsize companies. The firm provides ongoing financial leadership through retainer engagements and project-based advisory work.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

CFO Solutions, Inc. provides outsourced CFO services and financial and business advisory for emerging to midsize companies. Core offerings include retainer CFO assignments, project-based outsourced CFO engagements, advisory board services, financial plan development, business financing assistance (bank financings and private placements), financial infrastructure development, and U.S. branch operations assistance. The firm focuses on technology-based, high-growth, restructuring, manufacturing, and service companies, with concentration in the Northeastern U.S. and national reach through an affiliate network.

Differentiator

Problem solved

Functional benefit

Products and services

• Retainer CFO Assignments Ongoing outsourced CFO services provided on a retainer basis to emerging to midsize companies, delivering continuous financial leadership, strategic guidance, and oversight.
• Outsourced CFO Projects Project-based CFO engagements addressing specific financial needs such as restructuring, growth planning, or infrastructure development.
• Advisory Board Services Strategic advisory services providing companies with expert financial oversight and governance through advisory board participation.
• Financial Plan Development Creation of comprehensive financial plans including projections, budgets, and strategic financial roadmaps for businesses.
• Business Financing Assistance Support services helping companies secure financing through various channels including bank financings and private placements, with referral access to a crowdfunding portal for raises up to $1 million.
• Financial Infrastructure Development Building and enhancing financial systems, processes, and controls within organizations to support sustainable growth.
• U.S. Branch Operations Assistance Advisory services for companies establishing or operating U.S. branch operations, including compliance and operational setup.

Segments7 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Direct peers

• CFO Selections: Fractional/interim CFO provider focused on small and mid-sized businesses needing senior financial leadership. Directly comparable engagement model to CFO Solutions' retainer and project-based work.
• 8020 Consulting: Provides fractional CFO and finance leadership services to growth-stage and middle-market companies. Comparable target customer and engagement model to CFO Solutions.
• B2B CFO Partners: Largest U.S. fractional CFO franchise with a partner network delivering outsourced CFO services to emerging and mid-market companies. Most directly comparable peer given shared retainer-based fractional CFO model.
• Kreischer Miller: Mid-Atlantic accounting and advisory firm offering outsourced CFO and financial advisory services. Overlaps with CFO Solutions in serving emerging-to-midsize companies in the Northeastern U.S.
• Aventine Hill Partners: Outsourced and interim CFO advisory firm serving small and middle-market businesses. Comparable offering of retainer CFO assignments and project-based finance advisory.

Broad incumbents

• RSM US LLP: Large professional services firm providing fractional CFO, transaction advisory, and outsourced finance services to middle-market companies. Incumbent with overlapping service lines serving similar clients.
• BDO USA Private Business Services: National accounting and advisory firm offering outsourced CFO and financial advisory services to mid-market clients. Broad incumbent competitor with overlapping capabilities but as part of a much larger portfolio.

Emerging players

• Pilot: Tech-enabled bookkeeping, tax, and CFO services platform for startups and SMBs. Adjacent competitor applying software-driven delivery to the same outsourced finance leadership category.
• Paro: Marketplace connecting businesses with fractional finance and accounting talent. Competes for the same outsourced CFO demand as CFO Solutions but via an on-demand talent platform.
• Kruze Consulting: Tech-focused fractional CFO and accounting firm serving venture-backed startups. Comparable outsourced CFO service line with stronger technology-vertical emphasis and a younger client base.

Market position

Customer concentration

• LinkedInlinkedin.com/company/cfo-solutions-inc

Revenue estimate

Valuation estimate

Number of profiles

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 Solutions