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Fractional CFO Services in Boston, Massachusetts

Get expert financial leadership in Boston, MA without the full-time cost. Whether you're scaling your business or raising capital, we match you with an experienced US-based CFO to drive sustainable growth. Our CFO services Boston are designed to align with your business goals and current stage of growth, ensuring you get the right level of financial expertise exactly when you need it.

Fractional CFO in Boston, MA

Experience represented across our CFO network.

CFO Expertise for Growing Massachusetts Businesses

Growing businesses often reach a point where financial decisions require more than historical reporting. Expansion, financing, hiring, pricing, cash flow, and capital allocation all require timely financial insight and disciplined planning. Fractional CFO services in Boston provide experienced financial leadership that helps management improve visibility, evaluate opportunities, and make better decisions as the company grows.

CFO Support Across Massachusetts’ Business Economy

Massachusetts has a diverse economy shaped by technology, life sciences, healthcare, financial services, professional services, manufacturing, and education. Boston is a major center for innovation and entrepreneurship, with businesses ranging from early-stage companies to established organizations managing complex operations and significant investment. Companies may face challenges involving recurring revenue, research and development spending, capital requirements, and rapid expansion. As businesses grow, stronger forecasting, profitability analysis, cash flow planning, and financial controls become increasingly important.

For owners of smaller companies, a CFO for business owner can provide the financial perspective needed to understand profitability, manage cash flow, evaluate investments, and plan for growth. CFO services for small business can strengthen financial reporting and decision-making without adding unnecessary executive overhead.

When Businesses Need More Than Financial Reporting

Many companies reach a stage where accounting can produce accurate financial statements but does not provide enough forward-looking insight for management. An outsourced CFO can strengthen forecasting, improve management reporting, evaluate profitability, and connect financial information to operational decisions.

Businesses may also need focused financial expertise when preparing for financing, evaluating an acquisition, improving financial processes, or building a more reliable forecasting model.

Flexible CFO Support for Massachusetts Companies

When a company is navigating an executive departure, acquisition, refinancing, or another period of transition, an interim CFO can provide experienced leadership and continuity while longer-term decisions are being made.

For companies considering whether to hire a CFO in Boston, a flexible engagement may provide the expertise needed without immediately committing to a full-time executive. Companies may also hire virtual CFO finance experts in Boston for ongoing support with forecasting, reporting, cash flow planning, and strategic financial decisions.

The value of experienced CFO leadership is not limited to better financial reporting. It helps management understand where the business is making or losing money, anticipate cash requirements, evaluate investments, and make decisions with a clearer view of financial consequences. For growing Massachusetts companies, that perspective can make the difference between simply managing financial information and using it to guide the business forward.

Experienced CFOs for Massachusetts Companies

All CFOs are experienced operators with backgrounds in Fortune 500, PE-backed, and high-growth companies

Michael M. - Bringing Fortune 500 Finance to Growing Companies
Michael M., CFO

Industries:  SaaS / Technology · Healthcare · Ecommerce · Professional Services · Nonprofit · Insurance · Retail · CPG · Real Estate / Construction

Fractional CFO with 15+ years of experience helping companies improve financial performance, strengthen cash flow, and scale operations. Works with businesses across industries, supports leadership with forecasting, KPI reporting, fundraising, and M&A readiness. Has held senior finance roles at CVS Health and Penn State Health, working with multi-billion-dollar budgets and complex operations.

Brandon M., CFO

Industries:  SaaS / Technology · Manufacturing · Healthcare · Professional Services · Real Estate / Construction

Brandon’s mission is to help middle-market companies and PE-backed organizations scale by integrating financial discipline, operational excellence, and leadership alignment. Focused on unlocking liquidity, building scalable financial architecture, optimizing working capital, and driving measurable enterprise value, especially in complex environments.

Brian R., CFO

Industries:  SaaS / Technology · Ecommerce · Healthcare · Professional Services · Real Estate / Construction

Accomplished finance leader with 25+ years driving financial strategy, operations, and growth across private and public tech companies worldwide. 15+ years as a Fractional CFO supporting VC-backed startups and scaling SaaS businesses globally. Helped raise over $500M in equity, built finance teams from scratch, led M&A, and developed systems and reporting infrastructure needed to scale responsibly and efficiently.

Ben H., CFO

Industries:  Ecommerce · Manufacturing · Professional Services · Distribution · Import / Export

Fractional CFO with 20+ years of cross-industry experience supporting businesses from early stage through growth and exit. Works with owners and leadership teams to strengthen cash flow, build scalable financial infrastructure, and navigate capital decisions across complex structures. Focused on translating financial data into clear, actionable decisions that drive sustainable growth and protect long-term value.

Greg T., CFO

Industries:  SaaS / Technology · Ecommerce · Healthcare · Real Estate / Construction · Alternative Assets · Retail · Life Sciences

Fractional CFO with 30+ years across Wall Street and operating leadership, including leading a $2B regulated broker-dealer. Deep experience in capital formation ($1B+ raised), financial modeling, working capital discipline, KPI architecture, and board-level decision support. Builds scalable financial infrastructure and translates data into strategic action. 

Jeffrey B., CFO

Industries:  SaaS / Technology · Ecommerce · Manufacturing · Healthcare · Professional Services · Real Estate / Construction · Retail · Nonprofit · Life Sciences · CPG

CPA with 25+ years of experience providing fractional CFO services to small businesses across a wide range of industries. His team delivers fractional CFO, controller, tax, and project services, as well as custom database development and financial modeling tools. Approach centers on meeting with each client to assess financial pain points and opportunities, then building a custom engagement to address them.

CREFO - CFO

Industries:  Real Estate · Construction · Hospitality · Asset Management · Family Office · Property Management

Seasoned finance executive with over 15 years of experience leading financial strategy, operations, and investment oversight across complex real estate portfolios, development platforms, and family offices.

Before moving into principal-side roles, spent nearly a decade in Big 4 and mid-market advisory with KPMG, RSM, and BDO, conducting due diligence for multibillion-dollar real estate and private equity transactions. Holds a Master of Professional Studies in Real Estate from Georgetown University.

Uriel B., CFO

Industries:  SaaS / Technology · Ecommerce · Manufacturing · Healthcare · Professional Services · Real Estate / Construction · Distribution · Life Sciences

CFO and strategic finance leader with 15+ years of experience driving growth, improving cash flow, and building scalable financial infrastructure in private equity-backed and service-based organizations. Known for translating financial data into clear decisions, strengthening operations, and partnering with leadership to drive performance and long-term value.

Michael H., CFO

Industries:  Manufacturing · Professional Services · Distribution

Fractional CFO helping growth-stage and PE-backed companies turn financial complexity into a competitive advantage. Former Director of Corporate Finance at a $500M PE-backed manufacturing firm, where he co-led a successful exit delivering 3.5x returns. Brings institutional-quality finance to businesses that need strategic firepower without the full-time cost. Specialties include financial modeling, cash flow optimization, and investor reporting. 

Harvey B., CFO

Industries:  Healthcare

Strategic finance leader with 20+ years of experience across corporate finance, operations, and forensic analysis. Has led financial transformations in Fortune 500 companies, health plans, ACOs, and state marketplaces, with a focus on structure, transparency, and leading through uncertainty. Serves as a Fractional CFO helping small and mid-sized businesses navigate strategy, P&Ls, cash flow, forecasting, and complex financial challenges with a practical, hands-on approach.

Jamie M., CFO

Industries:  Manufacturing · Professional Services · Distribution · Private Lending · Mortgage Servicing

Partners with leadership teams as a Fractional CFO and trusted advisor, bringing financial strategy, system integration, and process improvement to growing organizations. Helps businesses improve margin visibility, strengthen financial discipline, and implement practical systems that support confident, sustainable growth.

Randy B., CFO

Industries:  Healthcare · Real Estate / Hospitality · Retail · Food & Convenience

A Fractional CFO with 15 years of experience in accounting and finance, focused on driving growth, reducing costs, improving margins, and strengthening cash flow. Has worked with retail, food service, hearing aid, and convenience store businesses, supporting small to mid-size companies with revenues up to $30M. Brings clarity, operational insight, and streamlined financials to guide confident, well-informed decision-making.

Lukas S., CFO

Industries:  Healthcare · Professional Services

A seasoned financial leader who empowers executives with data-driven insights, strategic planning, and clear reporting. Specializes in building dashboards, streamlining processes, and guiding businesses toward their goals with clarity and confidence. Holds CMA and CSCA credentials, bringing expertise and practical solutions to support growth. Partners with leadership teams to turn financial data into actionable decisions.

Erlinda M., CFO

Industries:  Manufacturing · Healthcare · Professional Services · Nonprofit · Life Sciences

A Fractional CFO with 15+ years of experience helping small and mid-sized manufacturing companies improve cash flow, reduce costs, and build scalable financial systems. Brings clarity, discipline, and strategic insight to drive performance, strengthen financial controls, and support sustainable, long-term growth. Partners closely with business owners and leadership teams to ignite their next stage of growth.

Terence L., CFO

Industries:  Manufacturing ·  Ecommerce · Construction · Electrical · Plumbing · HVAC · Contracting

A fractional CFO focused on quick margins boost and cash flow optimization through strategic FP&A, rigorous budgeting, accurate forecasting, and deep profitability insights. Delivers fast, tangible results – higher margins in months, freed-up cash for equipment and growth initiatives, and reduced financial stress with forward-looking strategies built for the trades.

Nicholas Y., CFO

Industries:  SaaS / Technology · Healthcare · Professional Services · Alternative Assets · Retail · Nonprofit

Works with growing businesses that need financial guidance but not a full-time CFO, helping owners understand their numbers, plan for growth, and build financial systems that support long-term success. Offers fractional CFO support tailored to each stage, including cash flow forecasting, financial modeling, budgeting, KPI tracking, and strategic advisory.

Steve H., CFO

Industries:  Manufacturing · Consumer Packaged Goods · Chemicals · Textiles · Pharmaceuticals · Food

Career built on driving results through enhanced business performance, process improvements, scalable systems and controls, and organizational development. Deep expertise across FP&A, cost management, treasury, acquisitions and integrations, ERP implementations, and controllership.

Hugo M., CFO

Industries:  Manufacturing · Professional Services · Real Estate / Construction · Distribution

A Fractional CFO with 15+ years of experience helping small and mid-sized manufacturing companies improve cash flow, reduce costs, and build scalable financial systems. Brings clarity, discipline, and strategic insight to drive performance, strengthen financial controls, and support sustainable, long-term growth. Partners closely with business owners and leadership teams to ignite their next stage of growth.

Our community includes 30+ experienced CFOs across industries.
How It Works

Getting a CFO Has Never Been This Simple

Three steps. Two minutes. Zero guesswork.

1

Tell Us What You Need

Answer a few quick questions about your business, challenges, and goals – takes less than 2 minutes.

2

Get Matched

We connect you with qualified CFOs experienced in your industry and ready to support your specific needs.

3

Choose Your CFO

Speak with up to five CFOs, compare perspectives, and select the right fit for your business.

Core Areas Where a Fractional CFO Adds Value

Get matched with a CFO who delivers clarity and structure.

Budgeting & Forecasting

Build forward-looking financial plans that support growth and better decisions.

Operational Finance

Maintain reliable reporting, improve margins and cost structure, and support audits.

Cash Flow & Capital Planning

Manage cash flow, plan capital needs, and support financing and banking relationships.

Financial Planning & Analysis

Build models and KPIs, analyze performance trends, and deliver actionable insights.

Board & Investor Relations

Support board reporting, investor communications, and fundraising readiness.

Transaction Readiness

Prepare for fundraising, M&A, or exits with clean books and clear metrics.

FAQ

We use a combination of your business profile, goals, industry, and financial needs to match you with CFOs in our network who have relevant industry experience and a track record with similar companies. Once you submit your information, we review your requirements and introduce you to a fractional CFOs who are best aligned with your situation.


 

Costs vary widely based on the CFO’s experience level, scope of work, engagement model, and hours needed. Most fractional CFO engagements are offered on a part-time or project basis, and pricing is typically structured as monthly retainers or hourly rates determined between you and the CFO. We don’t set the prices; the CFO you engage with will propose terms that match your budget and needs.

Both remote and on-site arrangements are possible. However, most of our CFOs prefer to work remotely. Unless in-person support is absolutely necessary, we recommend keeping the search open to remote candidates. In general, having location flexible will allow you access to a wider talent pool.

Fractional CFO services are used by a wide range of companies, including:

  • Growth-stage startups

  • Bootstrapped software and tech firms

  • Service-based businesses scaling operations

  • Manufacturing and hardware companies

  • Companies preparing for funding rounds

  • Businesses needing interim financial leadership

Essentially, any company that needs senior financial expertise but doesn’t require a full-time CFO often benefits from a fractional arrangement.

In most cases, you can hire a CFO in Boston, MA within a few days. After understanding your business needs, we match you with a qualified fractional CFO who has relevant industry experience and can begin working with your team immediately.

Absolutely. A fractional CFO in Boston, MA is ideal for startups and small businesses that need high-level financial guidance but are not ready for a full-time CFO. It helps founders manage cash flow, build financial systems, and make data-driven decisions from an early stage.