Finance Professionals: Insights & Resources

Best Fractional CFO Services in Phoenix

Ryan Stevens
September 10, 2026
All Insights
Finance Professionals: Insights & Resources

Best Fractional CFO Services in Phoenix

Top Phoenix Fractional CFO Companies & Fractional CFOs 

Phoenix has emerged as one of the fastest-growing business markets in the United States, with expanding activity across startups, real estate, healthcare, SaaS, technology, and professional services. As companies across the Phoenix-Mesa-Chandler corridor scale, they increasingly need experienced financial leadership to navigate cash flow, forecasting, capital planning, and the operational complexity that comes with growth.

Enter the fractional CFO: a flexible, strategic executive who provides senior-level financial expertise without requiring a full-time hire.

At Digital Reference, our mission is to showcase professionals more authentically and transparently. That means highlighting the independent CFOs and boutique finance leaders doing meaningful work behind the scenes—helping businesses build stronger financial systems, sharpen forecasts, manage cash more effectively, and make better-informed decisions.

This curated list of Fractional CFOs in Phoenix highlights professionals serving businesses across the Valley and greater Arizona market. Some operate independently, while others work through specialized firms—but all bring experienced financial leadership to organizations navigating growth, transition, optimization, or change.

As a living list, this article will continue to grow over time. We encourage you to bookmark it and revisit as we spotlight more finance professionals serving Phoenix and the surrounding region.

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

Each fractional CFO and fractional CFO company featured below has been selected through a qualitative research process based on the following criteria:

  • Phoenix presence (including the broader Phoenix-Mesa-Chandler metro). Prioritizing professionals actively serving businesses throughout the Valley
  • Current practice as an interim, part-time, fractional, or contract-based CFO
  • Professional visibility, including a clear LinkedIn profile, business website, or other public professional presence
  • Experience working with startups, growth-stage companies, mid-market businesses, or organizations undergoing financial transformation
  • Alignment with Digital Reference’s values of transparency, authenticity, and meaningful professional storytelling

These are fractional CFO service providers helping Phoenix businesses gain greater financial clarity—and helping leadership teams make more informed, data-backed decisions.

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

For organizations that prefer the resources of a firm rather than working with an individual fractional executive, Phoenix offers a growing range of fractional and outsourced CFO options. These firms combine experienced financial leadership with services such as forecasting, financial reporting, cash flow management, strategic planning, and finance operations support.

The firms below were selected based on their Phoenix-area presence, fractional or outsourced CFO capabilities, professional visibility, and experience supporting startups, growing businesses, and established organizations.

📈 West to East Business Solutions

West to East Business Solutions provides fractional CFO services designed to give businesses access to experienced financial leadership without the cost of maintaining a full-time CFO. Its services focus on financial strategy, planning, cash-flow management, and business decision-making, helping leadership teams gain greater visibility and confidence as they grow.

Notable Services:

  • Fractional CFO services
  • Financial planning and analysis
  • Cash-flow management
  • Financial strategy
  • Business advisory
  • Financial reporting
  • Strategic decision support

West to East Business Solutions may be a good fit for growing businesses that need flexible financial leadership and strategic guidance to improve financial visibility and support better business decisions.

Founded by:

Nadia Conn, MBA, Founder & CEO, leads West to East Business Solutions, with Andrey Fakeev, Co-Founder & Executive VP of Business Development, supporting the firm's business development and growth efforts.

📈 CFOAF LLC

CFOAF LLC provides fractional CFO services for businesses seeking experienced financial leadership without hiring a full-time executive. The firm works with business owners and leadership teams to strengthen financial management, improve planning, and provide strategic insight for companies navigating growth and change.

Notable Services:

  • Fractional CFO services
  • Financial planning and analysis
  • Strategic financial management
  • Business advisory
  • Financial reporting
  • Cash-flow management
  • Executive decision support

CFOAF LLC may be a good fit for businesses that need senior-level financial guidance on a flexible basis, particularly companies looking to improve financial strategy and leadership support.

Founded by:

Byron Wolfe, CPA, Founder, leads CFOAF LLC in providing fractional financial leadership and advisory support. Krissy Wolfe, Co-Founder & Chief Vision Officer, contributes to the firm's broader vision and strategic direction.

📈 CAPSTONE CFO

CAPSTONE CFO provides fractional CFO and accounting solutions for businesses that need experienced financial leadership alongside ongoing finance support. The firm combines CFO-level guidance with financial planning, reporting, and accounting services to help growing organizations improve visibility and make more informed decisions.

Notable Services:

  • Fractional CFO services
  • Accounting and financial management
  • Financial planning and forecasting
  • Financial reporting
  • Cash-flow management
  • Strategic financial analysis
  • Business performance support

CAPSTONE CFO may be a good fit for businesses seeking a combination of fractional CFO leadership and hands-on accounting support, particularly organizations looking to strengthen their financial infrastructure as they grow.

Founded by:

Ryan Anderson, MBA, CEO & Fractional CFO, leads CAPSTONE CFO in providing financial leadership and accounting solutions designed to support business growth and stronger financial decision-making.

📈 Foster Financial CPA

Foster Financial CPA provides CFO services that extend beyond traditional accounting to help businesses improve financial planning, analysis, and strategic decision-making. The firm's approach combines accounting expertise with higher-level financial guidance, giving business owners greater insight into performance and future opportunities.

Notable Services:

  • CFO services
  • Financial planning and analysis
  • Financial reporting
  • Cash-flow management
  • Business advisory
  • Strategic financial planning
  • Accounting services

Foster Financial CPA may be a good fit for businesses that want accounting expertise paired with strategic CFO guidance, particularly companies seeking a more integrated approach to financial management.

Founded by:

Nick T. Foster, CPA, Principal, leads Foster Financial CPA in providing accounting, CFO, and financial advisory services designed to help businesses strengthen their financial operations and planning.

📈 Legacy Tax & Resolution Services

Legacy Tax & Resolution Services provides fractional CFO and controller services for businesses that need greater financial oversight, reporting, and strategic support. Its offering combines financial management with tax expertise, giving business owners access to broader financial guidance as they navigate operational and growth-related challenges.

Notable Services:

  • Fractional CFO services
  • Fractional controller services
  • Financial reporting
  • Cash-flow management
  • Financial oversight
  • Tax planning and resolution
  • Strategic financial guidance

Legacy Tax & Resolution Services may be a good fit for business owners seeking integrated CFO, controller, and tax expertise, particularly organizations that want financial strategy supported by a strong understanding of tax matters.

Founded by:

Stephan Brewer, CTRS, Owner, leads Legacy Tax & Resolution Services, bringing financial and tax-focused expertise to businesses seeking greater control, clarity, and strategic direction.

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

📊 Chris Franz

Chris Franz brings a pragmatic, execution-focused approach to fractional CFO leadership. He works with companies across software, healthcare, and manufacturing to improve financial visibility, identify bottlenecks, and create a stronger foundation for sustainable growth.

Notable Expertise:

  • Financial strategy and operational visibility
  • Growth planning for technology and industrial businesses
  • Financial leadership for early-stage and transitional companies

Chris is a strong fit for founders and leadership teams looking for a practical financial partner who can turn complex numbers into clear operating decisions.

📊 Paul Kern

Paul Kern combines financial planning expertise with a strong understanding of systems and operations. His fractional CFO work helps founders and executive teams build more disciplined forecasting, reporting, and finance infrastructure as their businesses grow.

Notable Expertise:

  • FP&A and financial forecasting
  • Finance technology and scalable reporting systems
  • Financial leadership for post-seed and Series A companies

Paul is particularly well suited to growing startups that need to formalize their finance function without adding unnecessary complexity.

📊 Thomas J. Mahoney

Thomas J. Mahoney brings an execution-first approach to operational leadership, working with growing and mid-sized businesses navigating complexity and change. As a fractional COO, he focuses on strengthening internal systems, improving accountability, and helping leadership teams translate strategy into consistent execution.

Notable Expertise:

  • Operational leadership for growing and mid-sized businesses
  • Internal systems, accountability, and execution
  • Leadership support through growth and organizational transitions

Thomas is a strong fit for companies that need experienced operational leadership to create structure, clarity, and repeatable performance.

📊 Austin Smiley

Austin Smiley brings a practical perspective to growth strategy and operations through his work with founders and leadership teams. As the founder of Smiley Strategy, he helps businesses clarify priorities, align teams, and develop operating models designed to support sustainable growth.

Notable Expertise:

  • Growth strategy and organizational alignment
  • Scalable operating models and execution
  • Strategic support for founders and leadership teams

Austin is well suited to leaders looking for a grounded strategic partner who can turn ambitious plans into focused, actionable execution.

📊 Joe Ezra

Joe Ezra works with startups and scaling businesses to strengthen their operational foundations and improve execution. His hands-on approach helps founders establish priorities, create effective systems, and bring greater alignment to fast-moving organizations.

Notable Expertise:

  • Fractional operations leadership for startups and scale-ups
  • Founder support and organizational prioritization
  • Systems and processes for sustainable growth

Joe is a strong choice for growing companies that need a steady operational partner to bring clarity, structure, and follow-through to their next stage.

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

In a rapidly expanding market, fractional CFOs provide flexibility and financial foresight—whether a company is preparing for growth, managing cash flow, raising capital, or building stronger financial systems. They give Phoenix businesses access to experienced financial leadership without the cost or commitment of a full-time executive.

They’re not just number crunchers. They’re:

  • Strategists who connect financial planning with business growth
  • Operators who strengthen cash flow, forecasting, and reporting
  • Advisors who help founders and leadership teams make confident decisions

At Digital Reference, we believe in professional storytelling backed by structured data and social proof. Our platform gives fractional leaders a place to:

  • Showcase their experience through professional profiles
  • Share references and testimonials that build trust
  • Present their expertise and thought leadership in a credible format

This guide is one of many ways we help professionals show the work behind the title while helping businesses discover fractional CFOs who can bring clarity, strategy, and financial discipline to their next stage of growth.

Related Reads on Digital Reference

📘 How to Hire a Fractional Executive: A Guide for Founders and Operators
This is your tactical playbook for identifying, vetting, and onboarding the right fractional leader for your business stage.

🔍 Fractional CFOs Near Me 

Explore how other metros are using interim revenue leaders—and what lessons Phoenix can draw from their examples.

Final Word: Financial Clarity for a City on the Move

The Phoenix metro is in scale mode. But in today’s economy, growth without financial rigor is risky. These fractional CFOs are helping companies get ahead of that risk—by building systems, models, and insight that actually guide smart decisions.

Whether you're early-stage and lean, post-raise and scattered, or simply not ready for full-time finance leadership, fractional CFOs bring experience without the executive price tag.

Know a Phoenix-area CFO who’s flying under the radar? Drop us a line at hello@digitalreference.co. Digital Reference is here to help - need more insight into the world of Finance Professions? - Check out below:

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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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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