A capability partner - built on a robust infrastructure of people, process and technology. Top-1% finance talent we hire, train, review and retain, delivering inside your environment with watertight project management.
Every new client means another hire there's no time to make.
In practice
A pod scoped to the work you've already sold, live inside your environment in weeks - so the pipeline converts without a job posting.
Your best people are stretched thin - and quality is the thing at risk.
In practice
Overflow moves to a trained bench that runs your SOPs, so your senior people review instead of grind - and busy season doesn't cost you anyone in March.
The climb to advisory stalls while the team holds the base.
In practice
We hold the base - close, reconciliations, AP and AR - so the people you hired for advisory can actually do it.
"Cheap staff" added risk instead of removing it.
In practice
Employed staff, not contractors. A US lead you can call, a doer-reviewer-QA structure, and work you can see into at any hour.
The bottleneck was never just capacity - it's capable people who work like an extension of your team, and a partner who makes onboarding them fast and safe. The profession is moving "from historian to futurist" (AICPA RISE 2040) and up the CAS 2.0® curve from compliance to advisory - but you can only climb if someone holds the foundation.
A typical staffing vendor
×Rents you seats and hours
×Rotating, junior staff you manage
×Bandwidth for tasks
×Project management falls on you - chasing status and deadlines, putting your client delivery commitments at risk
×Security as an afterthought
CFOLogic - a capability partner
✓Gives you a capability that grows your firm
✓Top-1% finance talent we hire, train, review & retain
✓Judgment - people who understand the work, backed by playbooks
✓Watertight PM with client access & set cadence - you commit to clients with confidence
✓SOC-aligned security built in from day one
Start where it hurts most - expand across the stack at your own pace. AI-fluent by default: automation cuts manual work and speeds turnaround, while experienced professionals keep judgment and review in human hands.
AP, AR, reconciliations, month-end close, payroll - clean, on-time, review-ready.
In practice
Delivered under your brand, in your systems - QBO, Xero, NetSuite, Bill.com, Ramp - to a documented close calendar.
Budgeting, forecasting, KPI dashboards that turn numbers into decisions.
In practice
Rolling forecasts, budget-versus-actual with variance narratives, and dashboards your clients read without a walkthrough.
Investor reporting, board packs, scenario planning - fractional CFO firepower.
In practice
Scenario models for the hire, the price rise, the raise - board-ready, and in your name.
JV, M&A and fundraising support - for the moments that matter.
In practice
Quality of earnings support, data-room preparation and lender packs - with the discipline of 450+ engagements behind it.
US judgment and accountability, backed by our trained Center of Excellence - one blended pod under our oversight, one standard. Not another staffing vendor. Onboarding measured in weeks, not months.
We learn your firm, your systems, and where capacity and capability hurt most.
In practice
Two or three working sessions to map your systems, your clients and where the hours go - before anything is scoped.
Our SOPs and review cadence map to your workflows and tools - QBO, Ramp, Gusto, Bill.com, Excel.
In practice
Our SOPs adapt to your review cadence and tools, not the other way round - nothing your clients see changes.
A US lead paired with trained analysts delivers inside your environment - review and QA built in.
In practice
Onboarding runs to a checklist: access, close calendar, first cycle shadowed, second cycle owned.
Add capacity and capability as you grow; your team moves up into advisory.
In practice
Add a seat when a client signs; move your own people into advisory as the base is held for them.
Multi-step evaluations, technical rounds and case studies.
In practice
10+ hours of structured upskilling monthly, real career paths - people who ramp fast and stay.
Cloud-first on Microsoft 365, infrastructure certified to SOC 1, SOC 2 & ISO/IEC 27001.
In practice
AES-256 encryption, MFA everywhere, quarterly access reviews.
Doer-reviewer-QA on every engagement, shared trackers you can see into any time.
In practice
Daily standups, weekly delivery reviews, monthly business reviews.
We say what we do, and we do what we say. Consistency is the differentiator. Visit the Trust Center →
3×
Delivery bandwidth
Texas CFO services firm - tripled in 60 days; close cut from 20 to 10 days; 7 new clients with no local hiring.
In practice
A four-person team under the Managed Outcome Model - AP, reconciliations and MIS dashboards - with SOPs in place inside three weeks.
−40%
Rework
Florida CPA firm - doer-reviewer-QA structure; variance reporting consistent across 90% of clients; local team freed for advisory.
In practice
A three-tier review - doer, reviewer, QA - across 12 clients; rework down 40%, and 90% of clients on consistent variance reporting.
+20%
Fixed-fee pricing
New Jersey CPA advisory firm - raised pricing as perceived value rose; our analyst grew into a fractional controller role.
In practice
A part-time strategic analyst with CFOLogic oversight built the dashboards and board packs; fees rose 20% on the uplift.
Start with a relaxed discovery call - we'll learn your firm and show you exactly where capability, not just capacity, would move the needle.