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Best Fractional CFOs in Portland
Portland Fractional CFO Services
Portland has long been celebrated as a hub for innovation, creativity, and entrepreneurship. Known for its strong small business community, a thriving startup scene, and industries ranging from tech and healthcare to green energy and advanced manufacturing, the Portland-Vancouver-Hillsboro metro is home to businesses that need both adaptability and financial discipline to thrive. Enter the Fractional CFO consultants—the behind-the-scenes professionals who help organizations make sense of their numbers, design scalable financial systems, and position themselves for growth.
Fractional CFOs bring senior-level financial leadership on a flexible basis, making them especially valuable in a market like Portland, where many companies are midsize firms or startups that need financial expertise without the cost of a full-time CFO.
At Digital Reference, we believe that recognizing standout financial leaders is essential for helping companies connect with the right expertise. If you’re interested in the broader role fractional leaders play, check out this resource from Digital Reference: Corporate Finance Consulting Services in the USA
Methodology - How We Selected These Leading Fractional CFOs in Portland
Our list of featured Portland-area Fractional CFO consultants is the result of thorough research and evaluation. Here’s what went into the selection:
- Reviewing professional histories, achievements, and leadership style
- Exploring LinkedIn profiles, websites, and client testimonials for deeper insights
- Evaluating adaptability in digital and strategic finance practices
- Ensuring each consultant has a demonstrated impact on Portland’s diverse business landscape
🌟 Meet the Featured Fractional CFOs in Portland
♦️ Brian Heh
Founder & Fractional CFO, BGH Group
Brian Heh has carved out a reputation in Portland’s financial circles as a strategic and forward-thinking CFO advisor. With years of financial leadership under his belt, Brian’s work spans across emerging startups and established firms, particularly those undergoing major transitions.
✨ What makes Brian unique:
💠 Deep expertise in financial forecasting, cash flow management, and operational strategy.
💠 Hands-on experience with venture-backed startups, guiding them through growth milestones.
💠 Known for his ability to connect financial systems to strategic decision-making in a way that executives can easily digest.
Brian’s Portland clients consistently note his calm, steady approach to financial leadership—particularly valuable in industries like tech and healthcare, where volatility can be high. His ability to combine technical depth with an approachable communication style makes him a sought-after fractional CFO in the region.
♦️ Carrie Hefner
Breakaway Advisor, Owner at Breakaway Advising
With a strong foundation in accounting and business consulting, Carrie Hefner has become a trusted advisor to companies in the Portland metro who need a financial leader that’s both pragmatic and strategic.
✨ Why Carrie is a standout in Portland’s CFO community:
💠 Skilled in building financial structures that help businesses transition from early growth to long-term scalability.
💠 Brings a background in both corporate finance and consulting, giving her a wide lens to evaluate client needs.
💠 Known for her approachable style and ability to coach leadership teams through financial literacy.
Carrie’s focus on empowering business owners with knowledge reflects the Portland ethos of collaboration and community. Whether working with a small family-owned business or a rapidly scaling startup, she ensures that financial decisions are informed, transparent, and sustainable.
♦️ Kaolee Yang
Owner and Fractional CFO at SmartGrowth CFO
As founder of Smart Growth CFO, Kaolee Yang is one of Portland’s most forward-thinking financial consultants. Her firm specializes in delivering fractional CFO services that focus on growth, clarity, and operational excellence.
✨ Highlights from Kaolee’s work:
💠 Proven track record in building scalable financial systems for startups and nonprofits.
💠 Focused on growth strategy, cash management, and organizational development.
💠 Known for her ability to bridge the gap between finance and mission, especially for purpose-driven organizations.
Kaolee’s leadership has been especially impactful for nonprofits and social enterprises in Portland that need strong financial discipline without sacrificing their mission-driven values. Clients describe her as both empathetic and analytical, a combination that makes her a powerful ally in guiding organizations toward long-term sustainability.
♦️ Amanda Morrison
Director and Fractional CFO Consultant at NOW CFO
Amanda Morrison is a fractional CFO and business strategist with deep roots in Portland’s entrepreneurial ecosystem. With experience that cuts across industries like professional services, retail, and tech, Amanda is known for being both versatile and highly effective.
✨ Amanda’s areas of expertise:
💠 Skilled in financial analysis, capital raising, and operational improvement.
💠 Experience working with venture-backed startups and family-owned businesses alike.
💠 Known for mentoring executives and helping them connect financial insights with growth strategies.
Amanda doesn’t just deliver numbers; she ensures that organizations truly understand the story behind their finances and how to act on it. Her clients frequently credit her with helping them make bold, confident decisions.
♦️ Harold Anderson
Founder and Fractional CFO at Anderson CFO LLC
With decades of financial leadership, Harold Anderson is a seasoned fractional CFO known for his work with mid-market companies and established enterprises in Portland and beyond. Harold’s ability to step into complex situations and deliver clarity is what sets him apart.
✨ What makes Harold invaluable to his clients:
💠 Expertise in M&A, restructuring, and financial turnarounds.
💠 Strong reputation for stabilizing businesses during periods of uncertainty.
💠 Known for building strong financial reporting frameworks that help leadership teams make informed choices.
Harold’s Portland-area clients describe him as steady, trustworthy, and insightful. He has been particularly impactful in industries like manufacturing, logistics, and healthcare, where financial systems need to be both resilient and adaptable.
Closing Thoughts - Fractional CFO Services in Portland
In Portland, financial consultants aren’t just keeping books—they’re shaping the future of businesses. From startups in the Pearl District to manufacturers in Hillsboro, fractional CFOs are helping organizations align their finances with their vision for growth.
The city’s unique blend of creative energy and practical innovation means that companies need financial leaders who can balance ambition with stability. For a broader look at how financial leadership is adapting to modern business needs, see this resource: How Digital Transformation is Reshaping Finance Leadership.
The professionals we’ve highlighted—Brian Heh, Carrie Hefner, Kaolee Yang, Amanda Morrison, and Harold Anderson—represent the best of Portland’s financial consulting community. Each brings a unique mix of technical skill, strategic insight, and local understanding that empowers businesses to thrive in 2025 and beyond.
At Digital Reference, we stand for radical authenticity and service transparency, so this guide exists for one clear reason: to help you discover outstanding outsourced, fractional CFO.
If you’re ready to explore further, check out our guides:
🗽 Financial Advisors in the USA to Watch For
🏉 Top Outsourced & Fractional CFO Agencies in the USA
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