Best Fractional CFOs in Minneapolis

Top Minneapolis Fractional CFO Companies & Fractional CFOs

Known for its diverse and established economy, Minneapolis spans healthcare, financial services, technology, manufacturing, retail, food and consumer products, and professional services. The city supports businesses ranging from established enterprises and regional organizations to fast-growing startups and emerging companies, creating demand for experienced financial leadership as operations become more complex. Fractional CFOs provide strategic financial guidance across cash flow, forecasting, profitability, budgeting, capital planning, and growth strategy without the cost of hiring a permanent CFO. 

A fractional CFO can step into that gap by helping Minneapolis companies manage financial forecasting, cash positioning, performance analysis, budgeting, capital decisions, and expansion planning. Their involvement can scale with the company's changing needs.

Digital Reference features fractional CFOs, independent financial advisors, and specialized consulting firms with experience supporting organizations in Minneapolis and the wider Twin Cities market.

As additional professionals and firms that meet our criteria are identified, the resource will continue to expand. 

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🌟 Our Methodology - How We Built This List of Top Fractional CFO Services in Minneapolis

To develop this Minneapolis-focused selection, we considered several indicators of meaningful CFO-level value:

• Twin Cities experience — Familiarity with Minneapolis, St. Paul, and the surrounding Minnesota business community
• Leadership scope — Experience providing interim, fractional, outsourced, or executive-level financial guidance
• Financial expertise — A strong background in corporate finance, accounting, business advisory, or executive leadership
• Business value — Ability to contribute to areas such as cash management, forecasting, profitability, financial modeling, capital allocation, and strategic planning
• Professional visibility — Verifiable information that demonstrates expertise, experience, and the types of businesses served

Together, these criteria help surface financial leaders capable of contributing beyond routine accounting and supporting higher-level business decisions.

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🌟 Digital Reference's List of Best Fractional CFO Companies in Minneapolis

Minneapolis companies can have very different financial requirements, whether they are scaling a startup, managing a growing family business, expanding operations, or navigating a more established organization. The right fractional CFO can bring senior financial perspective without requiring a full-time executive hire.

The companies and professionals featured in this list represent different approaches to financial leadership. Their capabilities may include financial forecasting, cash flow oversight, performance management, capital planning, operational finance, and strategic growth support.

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📈 Sota Bookkeeping

Sota Bookkeeping provides fractional CFO services for Minneapolis and Twin Cities small businesses that need stronger financial direction without adding a full-time executive. Its approach focuses on helping owners turn financial information into practical decisions around cash flow, pricing, hiring, expansion, forecasting, and business performance. The firm also provides executive-ready reporting and KPI dashboards that can help business owners, lenders, and investors better understand financial results.

Notable Services:

• Fractional CFO services
• 13-week cash-flow forecasting
• Scenario planning
• Rolling forecasts
• Pricing and margin analysis
• Hiring and expansion analysis
• KPI dashboards
• Executive financial reporting
• Lender and investor reporting

Sota Bookkeeping may be a strong fit for Minneapolis small businesses seeking hands-on financial guidance alongside bookkeeping support, particularly when owners need clearer cash-flow visibility or financial insight for important growth decisions.

Founded by:
Eric Trettel, Owner, CEO & Founder. Trettel moved to Minneapolis in 2015 to continue his accounting career before establishing Sota Bookkeeping. His work focuses on helping small business owners gain greater confidence in their financial information, with experience spanning bookkeeping, financial reporting, accounting, and financial advisory services.

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📈 Integrated Consulting Services, LLC

Integrated Consulting Services provides fractional CFO leadership for Minneapolis entrepreneurs and small businesses that need strategic financial expertise without committing to a full-time CFO. The firm combines financial analysis with business advisory, helping companies develop realistic plans based on historical performance, financial modeling, and future objectives. Its support can also extend into cash-flow management, budgeting, financial strategy, and business assessment.

Notable Services:

• Fractional CFO services
• Budgeting
• Financial strategy
• Cash-flow management
• Financial modeling
• 13-week cash-flow reporting
• Month-end assistance
• Financial statement support
• Business assessments
• KPI development

Integrated Consulting Services may be a strong fit for Minneapolis businesses that need ongoing CFO-level guidance to improve financial planning, monitor cash flow, evaluate performance, or make more informed strategic decisions.

Founded by:
Craig Siiro, CEO & Founder. Siiro is a CPA/ABV, CFF, CFE, CMA, CIRA, and CAP who has spent more than 30 years working with entrepreneurs and helping businesses pursue their objectives. His background combines accounting, financial analysis, business consulting, and entrepreneurial advisory, giving him a broad perspective on the financial challenges facing growing companies.

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📈 SmartGrowth CFO

SmartGrowth CFO provides fractional CFO services for businesses and organizations seeking experienced financial leadership without the cost of a full-time CFO. Its flexible model can be structured around part-time, outsourced, or project-based needs, while the firm's broader offering includes accounting, bookkeeping, financial education, and consulting. This allows organizations to access financial expertise according to their operational requirements and available resources.

Notable Services:

• Fractional CFO services
• Accounting services
• Bookkeeping
• Board and staff finance training
• Financial coaching
• Business consulting
• Financial decision support
• Outsourced financial management

SmartGrowth CFO may be a strong fit for Minneapolis businesses and organizations that want flexible CFO support while also strengthening financial knowledge, accounting processes, and internal decision-making capabilities.

Founded by:
Kaolee Yang, CEO & Founder. Yang is an accomplished CFO with experience in nonprofit financial management, financial statement audits, Single Audits, and strategic financial leadership. Her work combines technical financial knowledge with a focus on helping organizations build stronger financial foundations, use actionable data, and pursue sustainable growth.

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📈 Books Refreshed

Books Refreshed provides fractional CFO services for small businesses and nonprofits that need experienced financial leadership without maintaining a full-time finance executive. Its approach covers financial planning, budgeting, forecasting, cash-flow management, reporting, and strategic advice, with support designed to adjust as an organization's needs change. The firm also works with organizations that need deeper financial analysis beyond routine bookkeeping.

Notable Services:

• Fractional CFO services
• Financial planning
• Budgeting and forecasting
• Cash-flow management
• Financial oversight and reporting
• Operational finance
• Strategic planning
• External relations and compliance
• Regulatory and advisory support
• Financial coaching

Books Refreshed may be a strong fit for Minneapolis small businesses and nonprofits that need additional financial leadership as they grow, manage complex financial issues, or require more detailed insight than their existing bookkeeping function provides.

Founded by:
Jordan Sosa, Primary Contact & Lead Accountant. Sosa works with Books Refreshed in the Minneapolis–St. Paul area, with professional services spanning budgeting, accounting, bookkeeping, financial analysis, financial planning, reporting, and financial consulting. His work supports the firm's focus on providing accessible financial solutions to small businesses and nonprofits.

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📈 Kenwood Consulting

Kenwood Consulting provides fractional CFO, COO, and advisory services for purpose-driven ventures that need experienced leadership while scaling. Its approach brings finance and operations together, helping rapidly growing organizations address financial challenges, strategic planning, operational systems, capital raising, and complex transactions. The firm works particularly with organizations seeking to build the financial and operational foundations needed for sustainable growth.

Notable Services:

• Fractional CFO services
• Fractional COO services
• Budgeting and forecasting
• Cash-flow management
• Financial reporting
• Banking and treasury management
• Investor relations
• Capital raises
• Venture debt and equipment financing
• KPI and OKR development
• Strategic planning
• Corporate development

Kenwood Consulting may be a strong fit for Minneapolis purpose-driven ventures and rapidly growing organizations that need integrated financial and operational leadership, particularly when preparing for expansion, raising capital, or strengthening internal systems.

Founded by:
Jon Schwartz, Founder and Principal. Schwartz is an operations and finance leader with more than 20 years of executive experience across retail, education, climate, and philanthropy. His background includes financial management, operational scaling, capital raising, strategic planning, organizational development, and executive leadership, with a particular focus on helping purpose-driven organizations scale effectively.

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🌟 Digital Reference's List of Best Fractional CFOs in Minneapolis

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📊 Kellie Bauer

Kellie Bauer is Founder and Fractional CFO at Faith Forward Finance, a Minneapolis-area consultancy that combines financial expertise with values-driven guidance. Her work focuses on helping nonprofits, small businesses, and mission-driven organizations connect financial decisions with purpose, sustainability, and long-term goals.

Notable Expertise:

• Values-based financial planning
• Cash-flow optimization
• Financial forecasting
• Nonprofit and faith-based finance
• Mission-driven business strategy

Kellie helps Minneapolis organizations navigate financial growth and transitions while keeping their broader mission at the center of decision-making, offering an approach that connects financial discipline with organizational values.

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📊 Paul Kloster

Paul Kloster is a Fractional CFO and Controller at PEK Accounting | Consulting, bringing decades of financial leadership experience to businesses across the Twin Cities. His background includes supporting companies through growth, financial restructuring, mergers and acquisitions, and ownership transitions, with an emphasis on practical execution.

Notable Expertise:

• Financial restructuring
• Turnaround management
• Succession planning
• Growth-stage finance
• M&A advisory

Paul helps Minneapolis and Twin Cities businesses manage complex financial and organizational transitions, combining strategic perspective with hands-on financial leadership and guidance.

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📊 Melanie Porter

Melanie Porter, MBA, CEPA, is a Fractional CFO and Owner of MP Financial Solutions, providing financial guidance to growth-oriented businesses and owners preparing for major transitions. Her Certified Exit Planning Advisor credential gives her particular expertise in business succession, exit strategy, financial planning, and value creation.

Notable Expertise:

• Exit strategy and succession planning
• Financial modeling
• Cash-flow management
• Growth-stage financial strategy
• Business value planning

Melanie helps Minneapolis business owners strengthen their financial position while preparing for future ownership transitions, bringing together growth planning, exit readiness, and long-term business objectives.

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📊 Ted McArthur

Ted McArthur is an Interim and Fractional CFO with a background in corporate finance leadership and experience managing financial planning, compliance, and strategic initiatives. His approach brings structured financial management to small and mid-sized companies, with an emphasis on making complex financial matters easier to understand and act upon.

Notable Expertise:

• Financial systems
• Compliance and risk management
• Strategic financial planning
• Investor and executive communication
• Manufacturing, healthcare, and services

Ted helps Minneapolis businesses establish stronger financial structure and discipline, translating financial information into practical strategies for executives, investors, and growing organizations.

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📊 Jason Maidment

Jason Maidment, MBA, is a Fractional CFO at JAM Services, LLC, working with startups and growth-stage businesses on the financial challenges that come with scaling. His approach combines financial strategy with operational planning, helping founders connect fundraising, cash management, financial modeling, and execution.

Notable Expertise:

• Startup fundraising
• Financial modeling
• Cash-flow management
• Scalable operational systems
• Founder financial coaching

Jason helps Minneapolis startups and emerging companies turn ambitious growth plans into practical financial strategies, supporting founders as they pursue funding, strengthen operations, and scale their businesses.

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Using Digital Reference to Find the Best Fractional CFO Service in Minneapolis For Your Needs

Minneapolis is home to a diverse business community spanning healthcare, manufacturing, technology, financial services, retail, professional services, and growing startups. As companies expand, restructure, or enter new markets, fractional CFOs can provide senior financial expertise without requiring a permanent executive hire.

Their expertise can help Minneapolis companies:

• Set financial priorities around growth and long-term goals
• Translate numbers into actionable insight for critical business choices
• Establish stronger financial infrastructure as operations become more complex

👇 Discover More Resources from Digital Reference:

• Best Wealth Advisors in Minneapolis
• Best Financial Advisors in Minneapolis
• Best Bookkeepers in Minneapolis

Digital Reference gives Minneapolis businesses a way to evaluate financial professionals through the substance of their experience. Professional profiles, portfolios, client feedback, demonstrated results, and industry perspectives provide deeper insight into each CFO’s capabilities and approach, helping companies identify financial leadership suited to their specific stage and objectives.

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If you’re considering working with a Fractional CFO, you might also find our resources on:

▶️  Find Fractional CFOs Near You

▶️ Finance Executives & What They Do 

▶️   Fractional CFO Agencies in the USA

‍At Digital Reference, our mission is simple: connect businesses with the right experts to drive growth and transformation. By spotlighting professionals like these, we’re helping leaders across Minneapolis and beyond find the financial partners they need for success.

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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 Minneapolis-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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Explore our International Directories of Part-Time, Fractional, and Virtual CFO Services

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Explore a list of top fractional CFO firms in Australia offering part-time financial leadership to startups and growth-stage companies.

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A curated directory of top Canadian firms offering outsourced and fractional CFO services, with a strong emphasis on affordability and financial clarity.

Fractional CFO Services in India

Top Outsourced CFO Agencies in India
India's growing ecosystem of financial leadership includes cost-effective, high-impact CFO services for scaling companies.

Fractional CFO Services in the United Arab Emirates (UAE)

Top Outsourced CFO Agencies in the UAE
A roundup of leading part-time CFO firms in Dubai and beyond, offering strategic support for regional and international ventures.

Fractional CFO Services in the United Kingdom (UK)

Top Outsourced CFO Agencies in the UK
From London to Leeds, this list highlights some of the best interim CFO providers for UK-based startups and SMEs.

Fractional CFO Services in the United States (USA)

Top Outsourced CFO Agencies in the USA
A national view of leading firms offering fractional CFO services to startups, family businesses, nonprofits, and more.

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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