Confident Decisions Start with
Expert Financial Guidance

Confident Decisions
Start with
Expert Financial Guidance

From startup to scale, CFO Share provides a consultative partnership that delivers the insights you need to understand your business, industry, and market.

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To help business owners grow with confidence, our outsourced finance team helps in four key areas.

How We Help

People collaborating at a table

Transaction Advisory Services

Expert advice for capital raises, transaction advisory services, debt refinancing, exit planning, and M&A transactions, all tailored to fuel your long-term vision and success.

People collaborating at a table

Transaction Advisory Services

Expert advice for capital raises, transaction advisory services, debt refinancing, exit planning, and M&A transactions, all tailored to fuel your long-term vision and success.

People collaborating at a table

Transaction Advisory Services

Expert advice for capital raises, transaction advisory services, debt refinancing, exit planning, and M&A transactions, all tailored to fuel your long-term vision and success.

People smiling during a meeting

Fractional CFO Services

Forecasting, analysis, capital strategy, M&A, and growth advisory, plus oversight and management of your finance team.

People smiling during a meeting

Fractional CFO Services

Forecasting, analysis, capital strategy, M&A, and growth advisory, plus oversight and management of your finance team.

People smiling during a meeting

Fractional CFO Services

Forecasting, analysis, capital strategy, M&A, and growth advisory, plus oversight and management of your finance team.

Woman listening during a meeting

CFO Support Services

A flexible finance team that helps CFOs of small businesses tackle excess work so they can focus on critical initiatives.

Woman listening during a meeting

CFO Support Services

A flexible finance team that helps CFOs of small businesses tackle excess work so they can focus on critical initiatives.

Woman listening during a meeting

CFO Support Services

A flexible finance team that helps CFOs of small businesses tackle excess work so they can focus on critical initiatives.

People reviewing documents

Bookkeeping & Financial Reporting

Reliable full accrual bookkeeping published monthly and ready for audit at any time, not just year-end.

People reviewing documents

Bookkeeping & Financial Reporting

Reliable full accrual bookkeeping published monthly and ready for audit at any time, not just year-end.

People reviewing documents

Bookkeeping & Financial Reporting

Reliable full accrual bookkeeping published monthly and ready for audit at any time, not just year-end.

At CFO Share, our clients benefit from a partnership built on trust, collaboration, and a commitment to their success. Here’s what sets us apart:

Why us

Excellent communication

What use is an accountant who never responds to your emails? Our 24-hour responsiveness promise guarantees you will not be left waiting.

Excellent communication

What use is an accountant who never responds to your emails? Our 24-hour responsiveness promise guarantees you will not be left waiting.

Excellent communication

What use is an accountant who never responds to your emails? Our 24-hour responsiveness promise guarantees you will not be left waiting.

Excellent communication

What use is an accountant who never responds to your emails? Our 24-hour responsiveness promise guarantees you will not be left waiting.

Flexibility

No long-term contracts; we earn your business every month.

Flexibility

No long-term contracts; we earn your business every month.

Flexibility

No long-term contracts; we earn your business every month.

Radical transparency

We earn your trust by giving you clear insight into the good and bad of your business, especially if it means owning a mistake we made.

Radical transparency

We earn your trust by giving you clear insight into the good and bad of your business, especially if it means owning a mistake we made.

Radical transparency

We earn your trust by giving you clear insight into the good and bad of your business, especially if it means owning a mistake we made.

Radical transparency

We earn your trust by giving you clear insight into the good and bad of your business, especially if it means owning a mistake we made.

Team approach

You get a team of financial specialists for less than the cost of one FTE

Team approach

You get a team of financial specialists for less than the cost of one FTE

Team approach

You get a team of financial specialists for less than the cost of one FTE

Client testimonials

Tatinana Finkelsteyn

CEO, Zlinq

David Gumpel

COO, Fluence Training

David Ly Khim

Co-Founder & CEO, Omniscient Digital

Andy Alsop

CEO, Receptionist Sunset

Tatinana Finkelsteyn
I hired CFO Share 5 years ago and keep regretting not doing it sooner… they are way better than me, and it’s saving me a bunch of time not doing it myself.

Tatinana Finkelsteyn

CEO, Zlinq

Tatinana Finkelsteyn
I hired CFO Share 5 years ago and keep regretting not doing it sooner… they are way better than me, and it’s saving me a bunch of time not doing it myself.

David Gumpel

COO, Fluence Training

As an engineer turned first-time founder, our startup had zero experience with accounting or financial services. CFO Share helped us from the beginning, and a scalable system is now in place to support our growth.

David Ly Khim

Co-Founder & CEO, Omniscient Digital

My experience has been high trust, high accountability with the CFO Share team. They tell me how it is, celebrate with me when things are going well, and don't shy away from tough conversations.

Andy Alsop

CEO, Receptionist Sunset

CFO Share professionalized our finances years before we ever thought about an exit. When acquisition due diligence came, that groundwork meant we didn't burn hours defending our numbers, we just walked through it.

Tatinana Finkelsteyn

CEO, Zlinq

Tatinana Finkelsteyn
I hired CFO Share 5 years ago and keep regretting not doing it sooner… they are way better than me, and it’s saving me a bunch of time not doing it myself.

David Gumpel

COO, Fluence Training

As an engineer turned first-time founder, our startup had zero experience with accounting or financial services. CFO Share helped us from the beginning, and a scalable system is now in place to support our growth.

David Ly Khim

Co-Founder & CEO, Omniscient Digital

My experience has been high trust, high accountability with the CFO Share team. They tell me how it is, celebrate with me when things are going well, and don't shy away from tough conversations.

Andy Alsop

CEO, Receptionist Sunset

CFO Share professionalized our finances years before we ever thought about an exit. When acquisition due diligence came, that groundwork meant we didn't burn hours defending our numbers, we just walked through it.

Tatinana Finkelsteyn

CEO, Zlinq

David Gumpel

COO, Fluence Training

David Ly Khim

Co-Founder & CEO, Omniscient Digital

Andy Alsop

CEO, Receptionist Sunset

Tatinana Finkelsteyn
I hired CFO Share 5 years ago and keep regretting not doing it sooner… they are way better than me, and it’s saving me a bunch of time not doing it myself.

Great teams growing great businesses.

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Small businesses and counting

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Seamlessly integrated finance to unlock growth.

Want to learn more? Schedule a call to meet with our team.

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