Best Fractional CFO Services in Boston

Best Fractional CFO Services in Boston

Top Boston Fractional CFO Companies & Fractional CFOs
Boston has long been a center of innovation, education, and business. From biotech and life sciences companies in Cambridge to technology, healthcare, fintech, and professional services firms across the metro area, Boston’s diverse economy demands seasoned financial leadership.
Enter the fractional CFO: a flexible, strategic executive who steps in with precision and perspective, without requiring a full-time hire.
At Digital Reference, our mission is to showcase professionals more authentically and transparently. That means shining a light on the finance leaders doing transformative work at the ground level—those who may not make headlines but are strengthening financial operations, sharpening forecasts, and helping leadership teams make smarter decisions.
This curated list of Fractional CFOs in Boston highlights individuals who are driving financial leadership across industries. Some are independent operators, others lead specialized advisory firms—but all bring seasoned expertise to organizations navigating complex growth, change, fundraising, or optimization.
🌟 Our Methodology - How We Selected the Top Fractional CFO Services in Boston
We evaluated fractional and interim CFOs using a qualitative set of criteria focused on experience, professional visibility, and relevance to Boston’s business community:
- Boston-area connection — Based in Boston or actively serving businesses throughout Greater Boston. Priority is given to professionals featured in our directory of Boston Fractional CFOs
- Active fractional or interim practice — Currently providing CFO-level support on a fractional, interim, part-time, or project basis
- Professional presence — Demonstrated through LinkedIn, company or advisory websites, industry involvement, or other credible professional channels
- Relevant experience — Experience supporting startups, founder-led businesses, growth-stage companies, private equity-backed organizations, or other dynamic businesses
- Digital Reference principles — A professional approach centered on authenticity, transparency, and meaningful expertise
The professionals featured here represent the financial leadership Boston businesses need to navigate growth and complexity. They help founders and leadership teams understand their numbers, plan ahead, and make more informed strategic decisions.
🌟 Digital Reference's List of Best Fractional CFO Companies in Boston
Boston’s growing companies often need financial leadership without the cost of a full-time CFO. Fractional CFO firms provide flexible expertise in financial strategy, forecasting, cash flow, fundraising, M&A, and business planning.
The firms featured here were selected based on their Boston-area presence, fractional CFO services, professional reputation, and experience supporting startups, technology companies, biotech and healthcare businesses, and growing organizations.
📈 VGP - Venture Growth Partners

VGP - Venture Growth Partners provides fractional CFO services for growing businesses seeking experienced financial leadership without the commitment of a full-time CFO. The firm works with companies that need stronger financial strategy, planning, and decision support as they scale.
Notable Services:
- Fractional CFO services
- Financial planning and analysis
- Financial forecasting
- Cash-flow management
- Strategic financial planning
- Financial reporting
- Business growth planning
- Capital planning
- Financial strategy and decision support
VGP may be a strong fit for growth-stage businesses seeking hands-on CFO guidance to improve financial visibility and support strategic growth.
Founded by:
Mario Wanderley, Founder & Managing Partner. Wanderley is a finance and operating executive with experience across technology, SaaS, biotech, and professional services. His background includes investment banking at J.P. Morgan and nearly two decades of executive leadership.
📈 Summit Financials LLC

Summit Financials provides strategic financial services for businesses seeking stronger financial management and decision-making. The firm works with business owners to improve financial visibility, planning, and overall performance.
Notable Services:
- Fractional CFO services
- Financial planning
- Budgeting and forecasting
- Cash-flow management
- Financial reporting
- Strategic financial analysis
- Business performance planning
- Financial decision support
Summit Financials may be a strong fit for business owners and growing companies looking for a strategic financial partner to help manage complexity and plan for growth.
Founded by:
Heather Kent, Owner & Strategic Financial Partner. Kent works with businesses on financial strategy, planning, and decision support, helping owners gain greater clarity around their numbers and business performance.
📈 BURCH Business Services

BURCH Business Services provides financial and business advisory services for companies seeking stronger financial management and operational support. The firm works with businesses to improve financial processes, reporting, and decision-making.
Notable Services:
- Fractional CFO services
- Financial management
- Financial reporting
- Budgeting and forecasting
- Cash-flow management
- Business planning
- Financial analysis
- Strategic business support
BURCH Business Services may be a good fit for small and growing businesses seeking practical financial guidance and experienced support without adding a full-time CFO.
Founded by:
Carl Burch, Founder & Managing Director. Burch specializes in financial management, reporting, cash management, and internal controls. He holds CMA, CIA, and FCCA credentials and provides fractional CFO and bookkeeping support.
📈 Charles River CFO

Charles River CFO provides fractional CFO services for businesses that need experienced financial leadership on a flexible basis. The firm supports companies with financial planning, analysis, forecasting, and strategic decision-making.
Notable Services:
- Fractional CFO services
- Financial planning and analysis
- Forecasting and modeling
- Cash-flow management
- Financial reporting
- Strategic financial planning
- Business performance analysis
- Growth planning
- Financial decision support
Charles River CFO may be a strong fit for growing businesses seeking experienced financial leadership to improve visibility, planning, and long-term financial performance.
Founded by:
Ann Vickers, Founder & President. Vickers is a CPA and former Big Four accountant with 20+ years of financial leadership experience, including work with life sciences, technology, and venture-backed companies.
📈 Zephyr Business Group

Zephyr Business Group is a business advisory firm founded by Alec Lai, providing fractional CFO, financial planning, accounting, and operational support to startups and growing businesses. The firm combines strategic financial guidance with practical business support to help companies improve financial visibility, strengthen decision-making, and build more effective financial systems.
Notable Services:
- Fractional CFO and financial advisory services
- Financial planning, forecasting, and financial modeling
- Cash-flow management and financial reporting
- Accounting and bookkeeping support
- Business strategy and operational consulting
Zephyr Business Group may be a good fit for startups and growing businesses seeking hands-on financial leadership, stronger financial visibility, and flexible CFO-level support without the commitment of a full-time executive.
Founded by:
Alec Lai, CEO & Founder. Lai leads Zephyr Business Group, bringing experience in business strategy, financial management, and consulting to help growing companies make more informed financial and operational decisions.
🌟 Digital Reference's List of Best Fractional CFOs in Boston
📊 Lou Tarnowski
Lou Tarnowski is Founder, President, and Fractional CFO at Summit CFO Services, where he provides strategic financial leadership to small and mid-sized businesses. With more than 25 years of financial executive experience, including over two decades as CFO of Eastern Fisheries, he brings expertise in strategic planning, international finance, ERP implementation, and cost accounting.
Notable Expertise:
- Fractional CFO and strategic financial leadership
- International finance and operational planning
- ERP implementation and cost accounting
Lou combines extensive CFO experience with a hands-on approach to financial strategy, helping businesses strengthen their financial foundations, improve operations, and make more informed decisions as they grow.
📊 Jeff Wakely
Jeff Wakely is Chief Financial Officer and Principal/Founder of Deering Advisors LLC, specializing in M&A, private equity transactions, and financial restructuring. He works with Boston-area companies navigating acquisitions, due diligence, integration, and other complex financial transitions.
Notable Expertise:
- M&A and private equity transactions
- Financial restructuring and risk management
- Board-level financial guidance
Jeff brings a detail-oriented approach to complex transactions, helping leadership teams navigate high-stakes financial decisions with greater clarity.
📊 Glenn G. Baker
Glenn G. Baker is Founder and Managing Director of Globe Matrix Consulting LLC, bringing an international and systems-focused perspective to fractional CFO work. He helps businesses streamline operations, improve financial reporting, implement scalable systems, and prepare for global expansion.
Notable Expertise:
- International and multi-market finance
- Financial software and ERP implementation
- Financial analysis and operational performance
Glenn combines global finance experience with practical systems expertise, helping growing businesses build processes that can scale with them.
📊 Ed Toland
Ed Toland is a fractional CFO specializing in e-commerce, software, and technology, with decades of experience supporting businesses through restructuring, refinancing, and growth. His approach focuses on translating complex financial issues into clear, actionable strategies.
Notable Expertise:
- Turnaround and financial restructuring
- E-commerce, software, and technology finance
- Operational and strategic financial planning
Ed brings financial discipline and practical guidance to companies navigating periods of change, helping leadership teams connect financial strategy with operations.
📊 Anthony Nassaney
Anthony Nassaney is Owner and Fractional CFO at Nassaney & Associates, focusing on corporate finance and startup advisory. He helps young companies align financial strategy with growth through planning, financial modeling, and fundraising preparation.
Notable Expertise:
- Startup finance and growth strategy
- Financial modeling and forecasting
- Fundraising and investor preparation
Anthony takes a forward-looking approach to finance, helping startups use financial information to guide growth and prepare for their next stage.
📊 Gary Greenstein, CPA CGMA
Gary brings a strong background in finance, accounting, and executive-level financial management. As a CFO Consultant at Navera Group, LLC, he works with businesses seeking strategic financial guidance, stronger reporting, and greater clarity around their financial performance.
Notable Expertise:
- CFO consulting and financial leadership
- Financial planning, analysis, and forecasting
- Strategic financial management and business advisory
Gary is ideal for organizations seeking experienced financial leadership to improve financial visibility, strengthen planning processes, and support more informed business decisions.
Using Digital Reference to Find the Best Fractional CFO Service in Boston For Your Needs
In Boston’s dynamic business environment, fractional CFOs provide flexibility and financial foresight—whether you’re navigating growth, preparing for fundraising, improving cash flow, or making strategic financial decisions.
They’re not just number crunchers. They’re:
- Strategists who align capital with business goals
- Translators who connect financial insights with leadership
- Architects who build scalable, repeatable processes
At Digital Reference, we believe in professional storytelling backed by structured data and social proof. Our platform helps fractional leaders:
- Showcase their experience through professional portfolios
- Share references and testimonials that build trust
- Present thought leadership and expertise
This guide is one of many ways we help professionals show the work behind the title.
To learn more about our mission and how we connect leaders with the right expertise, explore our insights in the following articles:
🏉 Finance Consultants in Boston to Watch
🏄 Merger & Acquisition Consulting Services in the USA
🦅 Investment Consulting Services in the USA
Because at the end of the day, success in Boston isn’t just about great ideas—it’s about the right people guiding those ideas forward. And thanks to this lineup of exceptional Fractional CFO consultants, the city’s financial future looks brighter than ever.
Looking to hire a fractional CFO?
Bookmark this list. Looking to become one? Let us help you build your digital footprint with purpose.
This is a living list and we’re always looking to highlight more professionals driving impact in the field. If you are—or know—a stellar Boston-based fractional CFO, reach out to us at Digital Reference.
We’re building the infrastructure that makes talent visible, verifiable, and more human.
Digital Reference is here to help - need more insight into the world of Finance Professions? - Check out below:
- What are Finance Professionals?
- Do I need a Finance or Accounting Consultant?
- Deep Dive into Finance Executive Responsibilities
- Outsourced CFO Services in the US
- US-Based Financial Advisors
- City Directories of Fractional CFOS
- Save some money -> Outsourced CFO services in India & Outsourced CFO services in Canada
If there is other content that you think we're missing that would help make Finance more authentic and transparent, let us know at hello@digitalreference.co . Thanks for reading! Keep work human!
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Take a Dive into Our Regional Guides to Fractional & Part-Time CFO Talent
Looking for financial leadership that fits your stage and budget? These city-by-city guides highlight vetted, independent fractional CFOs helping companies grow smarter, operate leaner, and plan with confidence.
Fractional CFOs in Ann Arbor Making Things Happen
Ann Arbor’s deep tech and academic ecosystem is supported by a growing cohort of CFOs who understand innovation, grants, and founder-led finance.
Fractional CFOs in Atlanta Making Things Happen
Atlanta-area fractional CFOs bring sharp financial discipline to fast-growing tech, logistics, and consumer brands across the Southeast.
Fractional CFOs in Austin Making Things Happen
In a city known for startups and scale-ups, these CFOs help Austin companies make smart capital decisions and operationalize growth.
Fractional CFOs in Chicago Making Things Happen
Chicago’s finance-savvy fractional CFOs support companies across manufacturing, logistics, tech, and services with pragmatic financial leadership.
Fractional CFOs in Dallas-Fort Worth Making Things Happen
From fundraising prep to financial operations, these DFW-based CFOs bring high-impact expertise to Texas’s most diverse business hub.
Fractional CFOs in Denver Making Things Happen
Denver’s startups and PE-backed firms are increasingly turning to fractional finance leaders who can help bridge vision and execution.
Fractional CFOs in Detroit Making Things Happen
Detroit’s resurgence is being shaped by finance professionals who know how to manage transformation—from legacy to modern systems.
Fractional CFOs in Houston Making Things Happen
Houston-based fractional CFOs offer clarity and control to companies navigating scale in healthcare, logistics, energy, and services.
Fractional CFOs in Los Angeles Making Things Happen
LA’s creative and tech-driven economy benefits from fractional CFOs who understand cash flow, venture expectations, and brand finance.
Fractional CFOs in Miami Making Things Happen
Miami’s capital influx and startup energy are backed by fractional CFOs helping local companies stay lean, fundable, and focused.
Fractional CFOs in Nashville Making Things Happen
Nashville-based CFOs are powering healthcare, SaaS, and creative businesses with the structure and insight needed for sustainable growth.
Fractional CFOs in Phoenix Making Things Happen
Phoenix companies are tapping into a new class of CFOs ready to support capital planning, margin strategy, and finance ops at scale.
Fractional CFOs in San Francisco Making Things Happen
In the heart of venture capital and product-led growth, these SF-based CFOs are helping startups move from story to sustainability.
Fractional CFOs in Tampa Making Things Happen
Tampa’s startup and services economy is supported by CFOs bringing strategic clarity to e-commerce, healthtech, and founder-led orgs.
Fractional CFOs in Washington DC Making Things Happen
DC’s nonprofits, govtech, and professional services firms benefit from fractional CFOs who understand compliance, complexity, and growth.
Careers are long, but life is short. Let’s build a more transparent and efficient financial consulting industry—together. Explore your options. Ask the right questions. And build your team—with transparency and trust.
– The Digital Reference Team
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