Finance Professionals: Insights & Resources

Best Fractional CFO Services & Outsourced CFO Firms in the USA

Ryan Stevens

January 9, 2026

Best Fractional CFO Services & Outsourced CFO Firms in the United States

Top Outsourced CFO Services & Fractional CFO Companies in the USA

As businesses grow more dynamic and data-driven, the demand for high-caliber financial leadership has expanded beyond traditional, full-time models. From early-stage startups to mid-market firms and even private equity-backed ventures, more organizations are opting for fractional and outsourced CFO services—strategic financial guidance delivered on demand.

Whether it's raising capital, building a financial model, navigating market volatility, or scaling operations, a fractional Chief Financial Officer (CFO) can serve as an invaluable asset. These professionals offer deep strategic insight, financial governance, and operational expertise—without the cost or commitment of a full-time executive.

At Digital Reference, we’re committed to creating a more efficient, transparent, and human-centered talent ecosystem. Our platform is designed to showcase the value of trusted experts and help businesses make smarter, more informed hiring decisions. In this spirit, we present our curated list of the Top Outsourced CFO Agencies in the USA.

Our Methodology - USA Fractional CFO Services & Outsourced CFO Firms

To identify the top-performing CFO service providers, we assessed:

Regional presence and U.S.-based leadership
Proven experience offering fractional or part-time CFO services
Strength in core competencies like financial strategy, forecasting, M&A advisory, and investor relations
Ability to serve a variety of industries and growth stages
Emphasis on operational transparency, technology enablement, and scalable processes

The following firms were selected for their strategic impact, client credibility, and modern approach to outsourced finance leadership.

Meet The Best Outsourced CFO Services & Fractional CFO Companies in The United States

Lucrum Consulting, Inc.

Website: https://lucrumconsulting.com/fractional-cfo/

Based in Charlotte, North Carolina, Lucrum Consulting helps growth-oriented businesses strengthen their financial foundation through fractional CFO, outsourced controller, and accounting advisory services. The firm’s approach combines rigorous financial analysis with operational clarity—empowering owners to make informed, confident decisions.

Lucrum Consulting stands out for its commitment to eliminating “bad information” risk—ensuring every client has accurate, real-time financial data that supports smarter forecasting and sustainable growth.

Why they stand out:
💡 Deep focus on cash flow forecasting, budgeting, and strategic planning
📊 Transparent, data-driven reporting for precise decision-making
🧭 Boutique model where senior-level advisors lead every engagement

At the helm is Jeff Heybruck, Founder and CFO / Business Advisor, who brings over two decades of financial leadership experience.

Jeff is known in the Charlotte financial services industry for his pragmatic, hands-on approach—helping business owners translate numbers into strategy and remove friction from financial management.

Lucrum Consulting makes financial insight accessible and actionable, offering the confidence of a full finance team—without the full-time cost.

*Lucrum Consulting is a sponsor of Digital Reference content. Learn more here.

Astero Group

What they do:
Astero Group is a fractional CFO firm helping 7- and 8-figure businesses achieve profitable growth and financial clarity. The firm works directly with founders to master cash flow, optimize margins, and build growth strategies that actually drive results.

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Who they work with:
Founder-led businesses, early-stage and growth-stage companies, and established brands seeking a hands-on financial partner without the cost of a full-time CFO.

Operating Model:
Astero Group operates on a fixed monthly pricing model, providing strategic financial guidance and execution support without billing surprises. Services include cash flow forecasting, margin optimization, and growth planning, with case studies showing measurable client impact.

💡 Why Astero Group stands out:

Led by Jim Miller, a Digital Reference Leading Fractional CFO in Los Angeles and Founder to Watch, brings 20+ years of experience helping startups and billion-dollar brands scale profitably.

Combines strategic financial leadership with hands-on execution—not just reporting.
Transparent, predictable pricing for founders who value clarity.
Industry-spanning expertise that allows for tailored solutions across multiple sectors.

Michigan CFO Associates

Website: https://www.michigancfo.com

Based in Metro Detroit, Michigan CFO Associates specializes in providing part-time and project-based CFO services to small and mid-sized businesses across the Midwest and beyond. With a focus on making financial clarity accessible, their team blends operational insight with strategic leadership—helping companies navigate everything from cash flow challenges to growth strategy.

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Michigan CFO Associates offers clarity without complexity—making them a standout choice for businesses looking to level up their financial leadership without taking on a full-time hire.

Why they stand out:

💡 Emphasis on ownership-focused finance education—empowering founders with insight
📈 Proven track record of helping businesses double cash flow and improve margin management
🛠 Custom financial dashboards and decision-making tools that simplify reporting and drive clarity

At the helm is Todd Rammler, CMA, MSA, President and Founder. With a background in corporate finance and deep experience with privately held companies, Todd is known for translating complex financials into actionable roadmaps. His team delivers services ranging from forecasting and budgeting to KPI development and owner education—all tailored to companies that are scaling but not yet ready for a full-time CFO.

Michigan CFO Associates offers clarity without complexity—making them a standout choice for businesses looking to level up their financial leadership without taking on a full-time hire.

Helios CFO + Advisory

🔗 Website: https://helioscfo.com

What they do:
While Helios is known for fractional CFO work, they also offer supply chain advisory and cash flow-integrated logistics strategy, especially for inventory-heavy businesses.

Who they work with:
PE-backed consumer brands and founder-led product companies.

Operating model:
Hybrid model: finance and supply chain leaders embedded part-time, working across inventory planning, supplier payments, and logistics costs.

💡 Why they stand out:

Strong integration of finance and logistics
Popular with investors needing visibility across working capital and fulfillment
Known for cross-functional approach to ops strategy

Jamey Halsey, Founder, Helios CFO + Advisory

🔗 LinkedIn https://linkedin.com/in/jameyhalsey

Jamey’s unique angle is the intersection of supply chain and finance. He’s helped dozens of brands untangle cost of goods, lead times, and working capital constraints. His insights often blend cash flow logic with fulfillment feasibility, a rare but crucial mix in today’s operating environment.

FLO Growth Partners

🔗 Website: https://flo-gp.com

What they do:
FLO Growth Partners is a fractional executive firm offering supply chain strategy, commercial execution, and operational design. They specialize in CPG, food and beverage, and high-growth manufacturing, helping founders and ops teams scale with precision.

Who they work with:
Private equity-backed brands, challenger CPG firms, and mid-market manufacturers.

Operating model:
Fractional executive placements, CSCO/CLO-level support ranging from 1–3 days per week, with rapid diagnostic and execution sprints.

💡 Why they stand out:

Built for growth-stage companies scaling complex logistics
Strong reputation for bridging sales ops and supply chain strategy
Uses “FLO Maps,” a proprietary methodology for unlocking supply-driven growth

Andy Erpelding, Founder, FLO Growth Partners

🔗 LinkedIn: https://linkedin.com/in/andy-erpelding-flo-growth-partners

Andy has led operational scale-ups for several national food brands and served as a fractional COO/CSCO for multiple mid-cap CPGs. Known for blending commercial thinking with deep supply expertise, he’s an advocate for “demand-aware supply chains.” His LinkedIn posts are a masterclass in growth-stage logistics leadership.

Florida CFO Group

🔗 Website: https://www.floridacfogroup.com

While known primarily for Fractional CFO services, Florida CFO Group has built a quietly powerful Fractional CIO offering, aimed at mid-market companies in transition. Their CIO services focus on system integrations, ERP transitions, and digital operations scaling—a critical need for companies trying to unify finance and IT under one transformation roadmap.

Their Fractional CIOs often work alongside CFOs to ensure both cost control and infrastructure investment are balanced, making this group particularly strong for family-owned businesses, healthcare groups, and mature manufacturing firms looking to modernize.

💡 Why they stand out:

Integrates financial and IT leadership for cross-functional alignment
Proven results in ERP implementation and multi-location infrastructure rollouts
Emphasis on process automation to reduce operational drag

Betsy Bennett, Co-Founder

🔗 LinkedIn: https://linkedin.com/in/dominicholt

Betsy Bennett brings a wealth of experience in finance strategy, operational scaling, and executive consulting. As a co-founder of Florida CFO Group, she’s led the firm in offering holistic financial and IT leadership to clients across the Southeast and beyond. Her LinkedIn highlights a pragmatic, results-driven approach that’s especially valuable in high-stakes, mid-market transformations.

Preferred CFO

Website: https://preferredcfo.com/fractional-cfo-services

With nationwide reach and a deep bench of finance leaders, Preferred CFO is one of the best-known names in outsourced CFO services in the United States.

Why They Stand Out:

Offers fractional CFO services for startups, scaling companies, and distressed turnarounds
Strong focus on strategic forecasting, fundraising, and exit planning
Trusted by private equity firms, VCs, and family-owned businesses

Preferred CFO helps founders and executives make data-backed decisions and accelerate financial maturity—without overbuilding.

FocusCFO

Website: https://www.focuscfo.com/

Headquartered in Ohio with a national footprint, FocusCFO provides on-site and virtual fractional CFO services tailored to small and medium-sized businesses.

Why They Stand Out:

Focuses exclusively on privately held businesses with revenues of $2M to $50M
Embedded CFOs work part-time but long-term—building trust and institutional memory
Services include cash flow optimization, bank relations, and growth strategy

Their model is relationship-centric, and many of their CFOs become long-term strategic partners for founders and business owners.

G-Squared Partners

Website: https://www.gsquaredcfo.com/hire-best-fractional-cfo

Serving clients across the U.S., G-Squared Partners delivers outsourced CFO and accounting services with a strong focus on venture-backed startups and high-growth companies.

Why They Stand Out:

Expertise in investor reporting, KPI dashboards, and cash runway management
Strong presence in the technology, SaaS, and healthcare sectors
Offers CFO support alongside accounting, bookkeeping, and FP&A

G-Squared is a fit for founders who need financial sophistication and speed to support investor relations and operational scaling.

Consero

Website: https://conseroglobal.com/cfos/

Consero Global is a leading player in the finance-as-a-service space, offering both CFO support and a fully managed back-office solution for midsize companies.

Why They Stand Out:

Combines fractional CFOs with their proprietary SIMPL platform for real-time financial visibility
Services include financial planning, board reporting, budgeting, and compliance
Ideal for companies seeking scalable, tech-enabled finance teams

Consero stands out by merging technology, people, and process, enabling CEOs and boards to make informed, forward-looking decisions.

Ascent CFO Solutions

Website: https://ascentcfo.com/our-expertise

Ascento CFO focuses on delivering interim and fractional CFO services with a commitment to elevating financial visibility and operational excellence.

Why They Stand Out:

Helps companies prepare for capital raises, M&A events, and financial audits
Offers detailed cash management, strategic modeling, and finance team leadership
Experienced in private equity and early-stage venture environments

Ascento brings a proactive CFO mindset, ideal for founders who need to level up their financial infrastructure before high-stakes decisions.

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NOW CFO

🔗 Website: https://nowcfo.com/

What they do: NOW CFO provides outsourced CFO, controller, and accounting leadership to organizations that need immediate financial structure or interim executive support. Their work spans strategic planning, cash flow management, forecasting, and transaction readiness across multiple industries.

Who they work with: High-growth startups, private equity-backed companies, nonprofits, and mid-market businesses across the U.S.

Operating model: A flexible engagement model that deploys experienced financial leaders on a part-time or interim basis, scaling involvement as the business evolves.

💡 Why they stand out:

📈 Large national bench of CFOs with hands-on operating experience

🧩 Ability to support clients from early-stage through exit

🔄 Seamless transition support during leadership changes or acquisitions

Mariah Block, Founder & Managing Director of NOW CFO

🔗 LinkedIn: https://www.linkedin.com/in/mariah-block-70304225/

Mariah Block leads NOW CFO with a focus on practical financial leadership and operational accountability. Her background emphasizes building scalable finance teams that align reporting with executive decision-making. She is known for guiding organizations through periods of transition — from rapid growth to restructuring — with clarity and discipline. Under her leadership, NOW CFO has grown into one of the most recognized fractional CFO firms in the United States.

Safeguard Global

🔗 Website: https://www.safeguardglobal.com/fractional-cfo/

What they do: Safeguard Global delivers fractional CFO services alongside global payroll, HR, and compliance solutions. Their CFO advisory focuses on financial governance, international expansion, and risk-aware growth strategies.

Who they work with: Multinational companies, venture-backed firms, and organizations managing cross-border operations.

Operating model: Integrated CFO support embedded within a broader global business infrastructure platform.

💡 Why they stand out:

🌍 Deep expertise in global financial compliance and expansion

🛡️ Strong risk and governance orientation

🔗 CFO advisory integrated with operational execution

Bjorn Reynolds, Founder & Executive Leader of Safeguard Global

🔗 LinkedIn: https://www.linkedin.com/in/bjorn-reynolds-72106510/

Bjorn Reynolds brings a global operator’s mindset to fractional CFO leadership. His career spans finance, HR, and international business services, giving him a holistic view of organizational risk and growth. He is recognized for building scalable platforms that simplify complex global operations. Bjorn’s leadership style emphasizes long-term governance over short-term gains.

Belay Solutions

🔗 Website: https://belaysolutions.com/services/cfo-services/

What they do: Belay Solutions offers fractional CFO services focused on financial strategy, budgeting, and cash flow optimization. Their approach blends advisory insight with disciplined execution.

Who they work with: Small to mid-sized businesses, service-based companies, and entrepreneurial leadership teams.

Operating model: Remote-first CFO engagements supported by standardized processes and dedicated financial professionals.

💡 Why they stand out:

📊 Strong emphasis on financial clarity for founders

🧠 CFOs trained in advisory communication, not just reporting

🔍 Clear alignment between finance and operational goals

Tricia Sciortino, CEO of Belay Solutions

🔗 LinkedIn: https://www.linkedin.com/in/triciasciortino/

Tricia Sciortino is known for scaling Belay Solutions through disciplined leadership and values-driven growth. Her background combines operational management with strategic finance oversight. She has helped position Belay as a trusted partner for founders seeking executive-level support without full-time overhead. Her leadership style is structured, people-focused, and execution-oriented.

OCFO

🔗 Website: https://www.ocfo.com/

What they do: OCFO provides fractional CFO services focused on strategic finance, forecasting, and executive-level decision support. Their work centers on building financial clarity for leadership teams navigating growth, complexity, or transition.

Who they work with: Founder-led businesses, growth-stage companies, and established middle-market organizations.

Operating model: Fractional CFO engagements delivered by senior finance leaders, with flexibility to scale involvement based on business needs.

💡 Why they stand out:

📊 Strong emphasis on decision-ready financial reporting

🧠 CFOs with deep operational and leadership experience

🔄 Flexible engagement structures aligned to business maturity

Louw Barnardt, Managing Partner at OCFO

🔗 LinkedIn: https://www.linkedin.com/in/louwbarnardt/

Louw Barnardt brings extensive experience in strategic finance and advisory leadership. He is known for helping executives align financial strategy with operational realities. His leadership style is structured, pragmatic, and focused on long-term value creation.

Dana Pretorius, Partner at OCFO

🔗 LinkedIn: https://www.linkedin.com/in/dana-pretorius-b0b32537/

Dana Pretorius is recognized for her hands-on approach to fractional CFO leadership. Her background includes guiding organizations through growth, financial restructuring, and performance improvement. She emphasizes clarity, accountability, and execution.

Jacques Le Grange, Partner at OCFO

🔗 LinkedIn: https://www.linkedin.com/in/jacques-le-grange-11809756/

Jacques Le Grange brings deep analytical and advisory expertise to OCFO’s CFO services. He is known for strengthening forecasting models and improving financial visibility for leadership teams. His approach balances rigor with practical execution.

Business Talent Group

🔗 Website: https://businesstalentgroup.com/services/

What they do: Business Talent Group (BTG) provides on-demand access to senior finance leaders, including fractional CFOs, to support strategic initiatives and transformation projects. Their focus is on delivering executive talent for high-impact outcomes.

Who they work with: Fortune 1000 companies, private equity firms, and organizations undergoing transformation.

Operating model: Project-based and interim executive engagements matched through a curated talent network.

💡 Why they stand out:

🧠 Access to a highly vetted network of senior CFO talent

🚀 Rapid deployment for strategic and transformation needs

📐 Strong alignment with board and executive priorities

Jody Greenstone Miller, Co-Founder & CEO of Business Talent Group

🔗 LinkedIn: https://www.linkedin.com/in/jodygreenstonemiller/

Jody Greenstone Miller is known for redefining how organizations access executive talent. Her background spans strategy consulting and leadership innovation. She has built Business Talent Group into a trusted platform for on-demand senior executives, emphasizing quality, flexibility, and impact.

TGG Accounting

🔗 Website: https://tgg-accounting.com/our-services/outsourced-cfo/

What they do: TGG Accounting delivers outsourced CFO services centered on financial strategy, performance management, and KPI-driven decision-making. Their CFOs act as strategic partners to leadership teams.

Who they work with: Growth-stage companies, private equity portfolio firms, and founder-led businesses.

Operating model: Data-driven CFO engagements anchored in recurring financial reviews and actionable insights.

💡 Why they stand out:

📊 KPI-centric financial leadership

🧮 Strong integration of accounting and strategy

🚀 Proven experience supporting PE-backed growth

Matt Garrett, Founder & CEO of TGG Accounting

🔗 LinkedIn: https://www.linkedin.com/in/mattagarrett/

Matt Garrett founded TGG Accounting to bridge the gap between accounting and executive finance strategy. His background includes building finance teams that translate data into decision-ready insights. He is known for creating disciplined reporting frameworks that scale with growth. Matt’s leadership style is analytical, direct, and outcome-focused.

PKF O'Connor Davies

🔗 Website: https://www.pkfod.com/services/outsourced-services/outsourced-cfo/

What they do: PKF O’Connor Davies provides outsourced CFO services within a full-service accounting and advisory firm. Their offerings include strategic planning, financial reporting, and transaction advisory.

Who they work with: Middle-market companies, nonprofits, and complex organizations.

Operating model: Integrated CFO services supported by audit, tax, and advisory capabilities.

💡 Why they stand out:

🏢 Deep middle-market expertise

📚 Strong technical accounting foundation

🔄 Seamless coordination across advisory disciplines

Kevin Keane, Partner at PKF O'Connor Davies

🔗 LinkedIn: https://www.linkedin.com/in/kevinjkeane/

Kevin Keane brings decades of advisory experience to PKF O’Connor Davies’ CFO services. His work focuses on aligning financial operations with strategic objectives. He is recognized for guiding organizations through complex reporting and governance requirements. Kevin’s leadership emphasizes accuracy, transparency, and long-term planning.

Brown Plus

🔗 Website: https://www.brownplus.com/services/advisory/outsourced-accounting/cfo-services/

What they do: Brown Plus delivers outsourced CFO services that blend strategic financial leadership with strong accounting fundamentals. Their work focuses on forecasting, profitability analysis, and executive-level reporting tailored to business owners and leadership teams.

Who they work with: Privately held businesses, professional services firms, manufacturers, and nonprofits across the U.S.

Operating model: CFO advisory delivered within a broader advisory and accounting platform, allowing clients to scale from tactical support to strategic leadership.

💡 Why they stand out:

📊 Strong emphasis on forward-looking financial planning

🧠 Deep experience supporting owner-led organizations

🔍 Clear linkage between financial data and operational decisions

Bob Abel, Managing Director of Brown Plus

https://www.linkedin.com/in/bob-abel-05a2b916/

Bob Abel brings decades of advisory experience to Brown Plus’ outsourced CFO practice. He is known for helping leadership teams translate financial complexity into actionable strategy. His leadership style is pragmatic and relationship-driven, with a focus on long-term sustainability rather than short-term fixes.

Adams Brown

🔗 Website: https://www.adamsbrowncpa.com/services/

What they do: Adams Brown provides outsourced CFO services focused on strategic planning, capital management, and financial performance improvement. Their CFOs partner closely with executives to strengthen financial discipline.

Who they work with: Growth-oriented middle-market companies and closely held businesses.

Operating model: Integrated CFO advisory supported by tax, audit, and consulting expertise.

💡 Why they stand out:

🧩 Strong middle-market specialization

📈 Proven support for scaling and capital readiness

🤝 Collaborative advisory approach

Ben Wilson, Partner at Adams Brown

🔗 LinkedIn: https://www.linkedin.com/in/ben-wilson-4b486874/

Ben Wilson is recognized for guiding organizations through growth, transition, and financial restructuring. His background blends technical accounting with strategic advisory. He is known for direct communication and disciplined execution aligned with business goals.

Mercadien

🔗 Website: https://www.mercadien.com/accounting-tax-and-consulting-services/

What they do: Mercadien delivers outsourced accounting and CFO services that support strategic planning, reporting, and financial controls. Their CFOs focus on building resilient finance functions.

Who they work with: Nonprofits, middle-market businesses, and complex organizations.

Operating model: Advisory-led CFO engagements backed by a full-service accounting firm.

💡 Why they stand out:

🏢 Strong nonprofit and middle-market expertise

📐 Emphasis on governance and controls

🔄 Long-term advisory relationships

Myron Gellman, Managing Director at Mercadien

🔗 LinkedIn: https://www.linkedin.com/in/myrongellman/

Myron Gellman brings deep advisory experience to Mercadien’s CFO services. He is known for strengthening financial infrastructure and improving reporting transparency. His leadership approach is methodical, risk-aware, and stakeholder-focused.

Financial Solution Advisors

🔗 Website: https://financialsolutionadvisors.com/cpa-services/outsourced-cfo-services/

What they do: Financial Solution Advisors provides outsourced CFO services centered on strategic insight, cash flow optimization, and financial leadership for growing businesses.

Who they work with: Privately owned companies and professional services firms.

Operating model: Hands-on CFO support designed to scale alongside business complexity.

💡 Why they stand out:

💵 Strong focus on cash flow and profitability

🧠 CFOs with operator-level experience

📊 Clear financial storytelling for leadership teams

Shelly Lingor, Managing Partner at Financial Solution Advisors

🔗 LinkedIn: https://www.linkedin.com/in/shelly-lingor-b5a43032/

Shelly Lingor is known for delivering clear, actionable financial guidance to business owners. Her leadership emphasizes trust, transparency, and disciplined execution. She has helped clients navigate growth while maintaining financial control.

BPM

🔗 Website: https://www.bpm.com/services/

What they do: BPM offers outsourced CFO services within a broad advisory and accounting platform. Their CFOs focus on strategy, reporting, and financial transformation.

Who they work with: Technology companies, middle-market firms, and high-growth organizations.

Operating model: Integrated advisory model combining CFO leadership with audit, tax, and consulting resources.

💡 Why they stand out:

🚀 Strong technology and growth-stage expertise

📊 Data-driven financial leadership

🔗 Seamless cross-functional advisory support

Jim Wallace, Partner at BPM

🔗 LinkedIn: https://www.linkedin.com/in/jim-wallace-76159a10/

Jim Wallace brings strategic finance and advisory experience to BPM’s CFO services. He is recognized for aligning financial reporting with growth strategy. His leadership style is analytical, collaborative, and execution-focused.

FinElevate

🔗 Website: https://finelevate.com/

What they do: FinElevate provides fractional CFO services focused on growth strategy, forecasting, and executive decision support. Their approach centers on turning financial data into strategic clarity.

Who they work with: Startups, SaaS companies, and growth-stage businesses.

Operating model: Fractional CFO engagements tailored to growth stage and funding lifecycle.

💡 Why they stand out:

📈 Strong fundraising and growth planning support

🧠 CFOs with startup operating experience

🧩 Clear financial models for founders and investors

Colin Sanburg, Founder & CEO of FinElevate

🔗 LinkedIn: https://www.linkedin.com/in/colinsanburg/

Colin Sanburg founded FinElevate to support founders navigating scale. His background includes finance leadership in high-growth environments. He is known for translating financial complexity into investor-ready narratives.

Fully Accountable

🔗 Website: https://fullyaccountable.com/outsourced-cfo-services-ppc/

What they do: Fully Accountable delivers outsourced CFO and accounting services with a strong focus on operational finance and scalability.

Who they work with: E-commerce, digital, and growth-focused businesses.

Operating model: CFO services embedded within an outsourced finance team structure.

💡 Why they stand out:

🛒 E-commerce financial specialization

📊 Integrated finance team delivery

🚀 Scalable support for rapid growth

Chris Giorgie, CEO of Fully Accountable

🔗 LinkedIn: https://www.linkedin.com/in/chris-m-giorgio-91181333/

Chris Giorgie leads Fully Accountable with a focus on scalable finance operations. His experience spans accounting, advisory, and leadership. He is known for building finance teams that grow with the business.

Duffy Kruspodin

🔗 Website: https://dk.cpa/outsourced-cfo-services/

What they do: Duffy Kruspodin provides outsourced CFO services that emphasize strategic planning, compliance, and financial oversight.

Who they work with: Middle-market companies and closely held businesses.

Operating model: CFO advisory supported by a full-service CPA firm.

💡 Why they stand out:

📚 Strong technical accounting foundation

🧠 Strategic advisory depth

🤝 Long-term client relationships

Mark Kruspodin, Managing Partner at Duffy Kruspodin

🔗 LinkedIn: https://www.linkedin.com/in/mark-kruspodin-cpa-pfs-99825719/

Mark Kruspodin is recognized for his leadership in advisory and compliance-focused CFO services. His approach balances technical rigor with strategic insight. He is known for steady, trust-based client partnerships.

Optima Office

🔗 Website: https://optimaoffice.com/outsourced-cfo-services/

What they do: Optima Office delivers outsourced CFO services focused on financial strategy, systems, and reporting.

Who they work with: Growing companies and professional services firms.

Operating model: Flexible CFO engagements supported by accounting and HR services.

💡 Why they stand out:

🧩 Systems-focused financial leadership

📊 Clear reporting frameworks

🔄 Scalable advisory support

Jennifer Barnes, President of Optima Office

🔗 LinkedIn: https://www.linkedin.com/in/jennifer-barnes-mba-7699504/

Jennifer Barnes brings operational and financial leadership to Optima Office. She is known for building structured finance functions that support growth. Her leadership style emphasizes clarity, accountability, and execution.

Warren Averett

🔗 Website: https://warrenaverett.com/services/client-accounting-services/

What they do: Warren Averett offers outsourced CFO services focused on strategy, reporting, and performance improvement.

Who they work with: Middle-market businesses across multiple industries.

Operating model: CFO advisory integrated with accounting, tax, and consulting services.

💡 Why they stand out:

🏢 Strong regional and middle-market presence

📈 Performance-driven advisory

🔗 Integrated service delivery

April Harry, Principal at Warren Averett

🔗 LinkedIn: https://www.linkedin.com/in/april-harry-mba-0032704/

April Harry is known for helping organizations improve financial visibility and performance. Her background blends accounting and strategic advisory. She emphasizes practical execution and measurable results.

EisnerAmper

🔗 Website: https://www.eisneramper.com/services/

What they do: EisnerAmper provides outsourced CFO services alongside tax, audit, and advisory offerings. Their CFOs focus on strategic finance, compliance, and growth support.

Who they work with: Middle-market, private equity-backed, and complex organizations.

Operating model: Integrated advisory model leveraging firm-wide expertise.

💡 Why they stand out:

🧠 Deep private equity and transaction expertise

📊 Sophisticated financial advisory capabilities

🔄 Scalable enterprise-level support

Charles Weinstein, Partner at EisnerAmper

🔗 LinkedIn: https://www.linkedin.com/in/charlyweinstein/

Charles Weinstein brings extensive advisory experience to EisnerAmper’s CFO services. He is known for supporting complex transactions and growth initiatives. His leadership style is analytical, strategic, and client-focused.

AAFCPA

🔗 Website: https://www.aafcpa.com/solutions/outsourced-accounting/

What they do: AAFCPA delivers outsourced accounting and CFO services focused on strategic insight and operational discipline.

Who they work with: Privately held businesses, nonprofits, and professional services firms.

Operating model: Advisory-led CFO services supported by accounting and compliance expertise.

💡 Why they stand out:

📊 Strong advisory-to-execution balance

🧠 Trusted long-term client relationships

🔍 Emphasis on transparency and governance

Carla McCall, Managing Partner at AAFCPA

🔗 LinkedIn: https://www.linkedin.com/in/carlamccallaaf/

Carla McCall is recognized for her leadership in outsourced accounting and CFO advisory. She brings a disciplined, client-first approach to financial leadership. Her work emphasizes clarity, trust, and sustainable financial operations.

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Why US Companies Are Choosing Fractional CFOs

The fractional CFO model is becoming more mainstream—and for good reason:

Cost Efficiency: Access senior finance talent without a full-time salary
Flexibility: Scale finance leadership up or down as needs evolve
Strategic Input: Get board-ready forecasts, investor decks, and long-term roadmaps
Speed to Value: Bring in experienced CFOs who can make an impact from day one

This is especially true for startups navigating rapid growth, capital events, or international expansion.

When to Hire a Fractional CFO

You might need a fractional CFO if:

You're preparing for a funding round or acquisition
Your company has outgrown basic bookkeeping or controller services
You lack real-time visibility into cash flow, margins, or burn rate
You’re expanding into new markets, geographies, or product lines
Your board or investors are asking for deeper financial insights

A fractional CFO fills the strategic gap between tactical accounting and executive financial leadership.

The Digital Reference Perspective

At Digital Reference, we understand the power of fractional leadership. Our platform empowers professionals—CFOs included—to document their impact, capture references, and showcase their work across engagements.

For founders and hiring teams, this means easier access to verified, experienced finance leaders who can support growth with clarity, credibility, and trust.

Our mission is simple: make the talent ecosystem more efficient, authentic, and transparent—one relationship at a time.

Final Thoughts

Financial leadership is no longer just about spreadsheets—it’s about strategy, agility, and the ability to navigate uncertainty with confidence. These top outsourced CFO firms—Lucrum, Preferred CFO, FocusCFO, G-Squared Partners, Consero, and Ascento—demonstrate the value of flexible, high-impact financial expertise.

Whether you're preparing for your first raise, scaling operations, or readying for exit, a fractional CFO could be the smartest hire you make. 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!

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.

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.

– The Digital Reference Team

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