why us

Navigating Financial Complexity Together

Our skilled team seamlessly integrates into your business, delivering customized financial strategies that align with your unique objectives. We provide the expertise and resources to tackle today’s challenges while positioning your business for future opportunities.

CFO Share is a boutique fractional CFO firm dedicated to partnering with growing small businesses. We specialize in building strong, collaborative relationships and delivering the financial strategy and expertise essential for success. Our clients trust us to provide a high-performing team that drives clarity, confidence, and sustainable growth.

Our Approach

We meet you where you are at. We will never demand you change accounting systems or force you to use an off-the-shelf dashboard – instead, we will customize our approach to suit your business goals.

Agile Project Management

We use Agile Project Management to ensure our services adapt to your business needs.

Agile Project Management

We use Agile Project Management to ensure our services adapt to your business needs.

Agile Project Management

We use Agile Project Management to ensure our services adapt to your business needs.

Agile Project Management

We use Agile Project Management to ensure our services adapt to your business needs.

160-Point Controls Study

Our team performs a 160-point Controls Study to identify errors and process improvements in your managerial accounting.

160-Point Controls Study

Our team performs a 160-point Controls Study to identify errors and process improvements in your managerial accounting.

160-Point Controls Study

Our team performs a 160-point Controls Study to identify errors and process improvements in your managerial accounting.

160-Point Controls Study

Our team performs a 160-point Controls Study to identify errors and process improvements in your managerial accounting.

Team of Specialists

When you hire CFO Share, you will be assigned a team of specialists such as a controller, staff accountant, fractional CFO, and analyst.

Team of Specialists

When you hire CFO Share, you will be assigned a team of specialists such as a controller, staff accountant, fractional CFO, and analyst.

Team of Specialists

When you hire CFO Share, you will be assigned a team of specialists such as a controller, staff accountant, fractional CFO, and analyst.

Team of Specialists

When you hire CFO Share, you will be assigned a team of specialists such as a controller, staff accountant, fractional CFO, and analyst.

Our team is optimized to provide sustainable, long-term relationships rather than fast, one-time solutions.

Why Clients Choose Us

CFO Share is not the right solution for everyone. Our clients value our consultative team-based approach, along with many other benefits:

01

Team of Experts

Our agency has a diverse array of experts, ensuring you have access to the proper knowledge at the right time as your business grows.

02

Professionalism

The accounting industry is plagued by bad communicators who believe the numbers speak for themselves. At CFO Share, we understand people are behind every number, and we pride ourselves in our consultative approach and excellent communication skills.

03

The Right Way, Not the Easy Way

There are plenty of shortcuts in bookkeeping and financial planning, but none pay off in the long run.

04

Responsiveness Guarantee

We will respond to calls and emails within one business day. Guaranteed.

05

Strong Reputation

Founded in 2017, we've worked with over 300 small businesses and graduated dozens to in-house finance teams.

Our Industry Expertise

Our team works with an array of clients – from e-commerce to not-for-profits. However, there are three industries in which we specialize:

Manufacturing
Professional Services
Tech
Manufacturing
Professional Services
Tech
Manufacturing
Professional Services
Tech
Manufacturing
Professional Services
Tech

Our impact

Our clients love us

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68% of clients rate us 9+

CFO Share provides more than numbers—we deliver insights that drive results.

Our team of financial experts combines strategic guidance with hands-on support, bringing clarity and confidence to your financial decision-making. We act as an extension of your team, ready to meet your unique needs with reliable service and actionable solutions.

Seamlessly integrated finance to unlock growth.

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