Best Fractional CFO Services in Salt Lake City

Top Salt Lake City Fractional CFO Companies & Fractional CFOs

Salt Lake City has developed a diverse economy fueled by technology, healthcare, life sciences, financial services, manufacturing, and emerging businesses. For companies entering a new stage of development, experienced financial oversight can be valuable long before a permanent CFO becomes necessary.

A fractional CFO brings executive-level financial knowledge to a company without requiring a traditional full-time appointment. Their work can include financial forecasting, cash management, budgeting, profitability analysis, capital strategy, and long-term planning.

Digital Reference showcases financial professionals who bring this type of expertise to organizations throughout Salt Lake City and the surrounding Utah market. The selection includes independent advisors, boutique practices, and fractional CFO firms working with businesses at various stages.

This living list will continue evolving as additional qualified financial professionals and firms serving the Salt Lake City area are identified.

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🌟 Our Methodology - How We Built This List of Top Fractional CFO Services in Salt Lake City

Our Salt Lake City selection considers several factors that help distinguish experienced fractional CFO providers from general financial service firms:

• Utah market connection — Evidence of meaningful work with companies in Salt Lake City or across the broader Utah business environment
• CFO-level engagement — Providers that take on strategic financial responsibilities through fractional, interim, outsourced, or advisory arrangements
• Depth of experience — Professional history, executive responsibilities, financial credentials, and relevant advisory work
• Strategic contribution — Demonstrated ability to address areas such as financial modeling, cash management, operational efficiency, capital raising, forecasting, and expansion
• Evidence of expertise — Accessible professional information, documented capabilities, and a track record that allows prospective clients to better understand the advisor’s strengths

Together, these considerations help identify financial professionals capable of contributing more than routine accounting support. The goal is to spotlight CFO-level advisors who can help Salt Lake City companies understand their numbers, make informed decisions, and prepare for what comes next.

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🌟 Digital Reference's List of Best Fractional CFO Companies in Salt Lake City

Salt Lake City companies can encounter very different financial demands depending on their size, industry, and stage of development. A fractional CFO can provide targeted leadership when an organization needs stronger financial direction but does not require a permanent executive.

The firms featured here represent different approaches to outsourced CFO support, from hands-on financial management and forecasting to strategic planning, capital guidance, and growth preparation. Each offers a distinct combination of experience and capabilities for businesses seeking flexible financial leadership

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📈 Shreeve Landry CPAs

Shreeve Landry CPAs provides part-time CFO and controller services for Utah businesses seeking strategic financial guidance without a full-time executive. Its services combine financial planning, reporting, cash-flow management, profitability improvement, and accounting support.

Notable Services:

• Part-time and fractional CFO services
• Controller services
• Strategic financial planning
• Financial forecasting
• Cash-flow optimization
• Financial reporting and analysis
• Budget development
• Profitability improvement
• Financial process improvement
• Risk management
• Accounting and bookkeeping
• Tax planning

Shreeve Landry CPAs may be a strong fit for Salt Lake City businesses seeking CFO guidance alongside accounting and controller support, particularly companies focused on growth, profitability, or stronger financial systems.

Founded by:
Travis Shreeve, CPA, Co-founder & Partner. Shreeve is a Utah CPA and CFO with experience across film production, nonprofits, retail, construction, and YouTube. He works with businesses through financial and accounting leadership from the Salt Lake City area.

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📈 EG Accounting Services, LLC

EG Accounting Services, LLC provides fractional CFO, accounting, bookkeeping, and consulting services for business owners. Its financial support includes strategy, analysis, forecasting, systems, and accounting operations.

Notable Services:

• Fractional CFO services
• Financial analysis
• Budgeting and forecasting
• Cash-flow analysis
• Financial reporting
• Business consulting
• Cost management
• Accounting system consulting
• Internal controls
• Payroll management
• Accounting cleanup
• Bookkeeping

EG Accounting Services may be a strong fit for Salt Lake City businesses that want financial strategy combined with hands-on accounting support, especially companies working through growth, restructuring, or operational improvements.

Founded by:
Erika George, Founder & Primary Accountant. George brings more than 20 years of experience as a Controller, business tax accountant, and tax preparer. Her approach combines accurate accounting with strategic financial guidance for business owners.

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📈 Liston Financial Solutions

Liston Financial Solutions provides fractional CFO and financial operations support for growing companies. Based in Salt Lake City, the firm helps businesses improve financial systems, forecasting, reporting, vendor management, and operational processes.

Notable Services:

• Fractional CFO services
• Financial operations assessment
• Budget management
• Financial forecasting
• Variance analysis
• Vendor strategy
• Contract negotiation
• Financial dashboards
• KPI tracking
• System optimization
• Process improvement
• Board-ready reporting

Liston Financial Solutions may be a strong fit for Salt Lake City companies experiencing rapid growth or increasingly complex financial operations, particularly businesses in technology, SaaS, healthcare, or other scaling environments.

Founded by:
Matthew Liston, Founder & Leader. Liston has more than 15 years of financial operations experience, including work with Goldman Sachs and fast-growing SaaS companies. His background spans financial modeling, forecasting, systems implementation, vendor management, and operational improvement.

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📈 Tally & Stone

Tally & Stone provides strategic accounting and fractional CFO services for established small and mid-sized businesses. Its approach connects bookkeeping, cash management, budgeting, forecasting, CFO support, capital advisory, and M&A preparation.

Notable Services:

• Fractional CFO services
• Strategic bookkeeping
• Cash management
• Financial controls
• Budgeting and forecasting
• Financial analysis
• Capital advisory
• M&A preparation
• Financial reporting
• Profitability analysis
• Financial planning

Tally & Stone may be a strong fit for Salt Lake City small and mid-sized businesses that want clearer financial insight and ongoing strategic support as they strengthen cash flow, improve performance, or prepare for growth.

Founded by:
Pierson Watts, CEO. Watts brings a corporate finance background and focuses on helping business owners understand their financial information and make stronger decisions. His approach emphasizes plain-language financial guidance, cash management, margins, and strategic planning.

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📈 Ascension CFO

Ascension CFO provides fractional CFO and financial consulting services focused on helping businesses improve financial clarity, cash flow, profitability, and long-term planning. Its services include forecasting, budgeting, reporting, and strategic financial analysis.

Notable Services:

• Fractional CFO services
• Strategic financial planning
• Multi-year planning
• Financial forecasting
• Budget development
• Cash-flow forecasting
• Profitability analysis
• Working-capital improvement
• Pricing analysis
• Financial dashboards
• KPI reporting
• Board-ready financial reporting

Ascension CFO may be a strong fit for Salt Lake City businesses seeking experienced financial leadership around profitability, cash management, and strategic planning, particularly companies preparing for growth or major financial decisions.

Founded by:
Annette Sonnenburg, CEPA®, CEO & Founder. Sonnenburg has more than 20 years of experience in business consulting and fractional CFO services, with a background in accounting and finance. Her work emphasizes clear financial information, practical planning, and long-term business results.

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🌟 Digital Reference's List of Best Fractional CFOs in Salt Lake City

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📊 Owen Power

Owen Power is the Founder, CEO, and Fractional CFO of Power CFO, a Salt Lake-based firm helping businesses gain greater clarity around their finances. His experience spans startup fundraising, financial modeling, and operational restructuring, with a hands-on approach to financial leadership.

Notable Expertise:

• Investor-ready financial modeling
• Fundraising and capital preparation
• Scalable financial systems
• Operational restructuring

Owen combines CPA-level financial expertise with an entrepreneurial perspective, helping Salt Lake City businesses turn financial information into clearer decisions, stronger systems, and sustainable growth.

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📊 Jennifer D. Hamelin

Jennifer D. Hamelin is the Founder, Chief Financial Officer, and Managing Partner of Truss Consulting Group, serving businesses across Utah and beyond. Her work centers on building financial structures that support growth, resilience, and stronger internal operations.

Notable Expertise:

• Financial structure and strategy
• Healthcare financial management
• Back-office development
• Finance team mentorship

Jennifer brings steady financial leadership to Salt Lake City businesses navigating growth, compliance, or operational change, while helping internal teams build lasting capabilities.

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📊 Gwen Fonarow

Gwen Fonarow is a Fractional CFO at Gwen Fonarow LLC, specializing in strategic financial planning and operational scaling. She works closely with early-stage companies and organizations where cash flow, financial clarity, and sustainable growth are critical.

Notable Expertise:

• Strategic financial planning
• Cash-flow management
• Financial modeling
• Operational scaling

Gwen takes a collaborative, hands-on approach, helping Salt Lake City founders connect financial strategy with day-to-day execution and long-term business goals.

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📊 Josh Mercer

Josh Mercer is a Founder Partner and Fractional CFO at Bencer Business Advisors, where he supports companies preparing for significant growth. His background combines corporate finance with startup experience, giving him a practical approach to financial strategy and investment readiness.

Notable Expertise:

• Financial turnaround
• Cash-flow optimization
• Investor financial modeling
• Capital-raise preparation

Josh helps Salt Lake City businesses strengthen profitability, prepare for investment, and make data-driven decisions as they move toward their next stage of growth.

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📊 Shawna M Rasmussen

Shawna M Rasmussen is a Fractional CFO, Speaker, and Consultant known for combining financial expertise with a people-focused leadership style. She helps organizations manage growth transitions, acquisitions, restructurings, and expansion.

Notable Expertise:

• Acquisition and financial integration
• Scalable financial operations
• Growth transitions
• Leadership and financial alignment

Shawna helps Salt Lake City organizations navigate financial uncertainty while aligning leadership teams around priorities, performance, and sustainable growth.

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Using Digital Reference to Find the Best Fractional CFO Service in Salt Lake City For Your Needs

Salt Lake City’s growing tech, healthcare, life sciences, manufacturing, finance, and startup sectors create varied financial demands. Fractional CFOs give local businesses access to senior financial expertise without hiring a full-time executive.

A fractional CFO can help Salt Lake City companies:

• Plan for growth through stronger financial strategies
• Make informed decisions with clearer financial insights
• Build scalable systems that support long-term expansion

👇 Browse More Curated Guides:

• Best Wealth Advisors in Salt Lake City
• Best Fractional CFO Services for Construction Companies
• Best Global Fractional CFO Services

Digital Reference helps Salt Lake City businesses evaluate financial professionals beyond job titles. Through professional profiles, portfolios, client references, results, and thought leadership, the platform provides greater insight into each CFO’s experience and capabilities—making it easier to identify financial leadership suited to the company’s goals.

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If you’d like to dive deeper into how CFO consultants can shape your growth, don’t miss our resources:

💡How to Hire Financial Consultants

💡Find Finance Consultants Near Me

🗽  Financial Advisors in the USA to Watch For

🏉 Top Outsourced & Fractional CFO Agencies in the USA

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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

Fractional CFO Services in Australia

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

Fractional CFO Services in Canada

Top Outsourced CFO Agencies in Canada
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