Strategic financial leadership without the full-time cost. Our fractional CFOs provide the executive-level guidance your clients need to grow, raise capital, and make smarter decisions.
Platforms We Support
QuickBooks
Xero
Sage Intacct
NetSuite
Power BI
FloQast
A fractional or outsourced CFO provides executive-level financial leadership on a part-time or project basis — giving your business the strategic guidance it needs to grow, raise capital, and navigate complexity without the $200K+ cost of a full-time hire. Unlike a bookkeeper who records transactions or a controller who ensures compliance and accuracy, a fractional CFO looks forward: setting financial strategy, modelling scenarios, managing investor relationships, and translating numbers into decisions. Our financial analysis and financial reporting capabilities underpin every CFO engagement.
Team of Accountants delivers white-label CFO services for CPA firms across the USA, Canada, Australia, and UAE, as well as direct fractional CFO engagements for growth-stage companies and mid-market businesses. Whether your client is preparing for a Series A raise, navigating a cash-flow squeeze, or simply needs rigorous board-level reporting, our CFOs step in seamlessly — under your brand, integrated with your tools, and aligned to your client's goals.
Comprehensive CFO-level support tailored to your clients' growth stage and industry.
Turn ambition into a numbers-backed roadmap.
Always know your runway and where the cash goes.
Walk into every board meeting investor-ready.
Raise with numbers that hold up to diligence.
Find the margin hiding inside your P&L.
Stay audit-ready and ahead of the regulators.
These are the four moments where fractional CFO engagement delivers the greatest impact.
A business approaching a seed round, Series A, or debt raise needs more than tidy books — investors want three-statement financial models, defensible assumptions, and a CFO who can hold the room. Our fractional CFOs build pitch-deck financials, lead due diligence prep, and coach leadership teams through term-sheet conversations, dramatically shortening the capital-raise timeline.
Fast-growing companies often outpace their financial infrastructure. Revenue is climbing but margins are eroding, headcount is outrunning capacity plans, and the founder is making pricing decisions without unit-economics data. Our CFOs establish scalable reporting frameworks, build dynamic financial models, and ensure the business grows profitably — supported by the financial analysis depth your growth stage demands.
When a business hits a cash crunch — a major client churns, a payment is delayed, or a growth bet hasn't paid off yet — speed matters. Our CFOs deploy 13-week rolling cash-flow forecasts immediately, identify working-capital levers, negotiate payment terms with suppliers, and build a transparent liquidity plan that keeps stakeholders informed and creditors confident while the business stabilises.
PE-backed companies, VC-funded startups, and family-office-owned businesses all face recurring pressure to deliver professional board packs, KPI dashboards, and variance analyses on a tight cycle. Our CFOs own this process end-to-end — from building the reporting template to presenting in board meetings — ensuring every pack is accurate, timely, and tells a coherent strategic story alongside best-in-class financial reporting.
A full-time CFO costs $150K-$300K+/year. Our fractional CFO service gives your clients the same strategic leadership at a fraction of the cost.
Our CFOs have worked across construction, healthcare, professional services, real estate, SaaS, and more — bringing relevant benchmarks and insights.
Start with a few hours per week and scale as needed. No long-term contracts, no overhead — just executive-level support when and where it's needed.
We build dashboards, financial models, and KPI trackers that give your clients the visibility they need to make confident, data-backed decisions.
From pitch deck financials to due diligence prep, we help your clients present investor-ready numbers that tell a compelling growth story.
We integrate directly with your team's tools and workflows — QuickBooks, Xero, Power BI, Slack — acting as a true extension of the firm.
A structured onboarding that gets your clients strategic financial leadership fast.
We review your client's current financials, business model, pain points, and growth goals to understand exactly where CFO-level guidance is needed.
We set up or refine reporting systems, dashboards, and KPI frameworks so your client has real-time visibility into the numbers that matter.
We build a financial plan with clear milestones — cash flow targets, margin goals, fundraising timelines — and align it with the business strategy.
Regular check-ins, board meeting support, and ad-hoc strategic guidance. We adapt as the business evolves — new markets, new products, new challenges.
Our fractional CFOs understand the reporting standards, compliance obligations, and investor expectations that vary across each market we serve — including the tax planning implications in each jurisdiction.
Our US-focused CFOs navigate US GAAP reporting standards, ASC-compliant financial statements, and investor-readiness benchmarks expected by US venture capital and private equity firms — ensuring your business can withstand institutional due diligence.
We provide financial leadership aligned to both ASPE (for private enterprises) and full IFRS (for publicly accountable entities), helping Canadian businesses meet the reporting expectations of lenders, investors, and CRA without switching frameworks mid-growth.
Our Australian CFO engagements are grounded in AASB standards (Australia's IFRS-aligned framework), supporting entities from Tier 1 reporting companies to SMEs — with awareness of ASIC obligations, ATO reporting requirements, and ASX disclosure norms where applicable.
In the UAE, we deliver IFRS-compliant financial leadership within the context of the UAE Corporate Tax regime (effective June 2023), Free Zone profit-qualification rules, and VAT compliance — ensuring businesses remain structured for both local regulatory approval and cross-border investor scrutiny.
Executive financial leadership at a price that makes sense.
Strategic guidance on demand
Dedicated financial leadership
A fractional CFO provides the same strategic financial leadership as a full-time CFO — cash flow management, financial planning, investor relations, board reporting — but on a part-time or project basis, making it accessible for growing businesses that aren't ready for a $200K+ hire.
Businesses generating $1M-$50M+ in revenue that need strategic financial guidance, companies preparing for fundraising or acquisition, firms experiencing rapid growth, and CPA practices that want to offer CFO-level advisory to their own clients.
Bookkeepers record transactions. Controllers ensure accuracy and compliance. A CFO looks forward — setting strategy, managing cash flow, advising on growth, and communicating with investors and boards. We work above the day-to-day accounting.
Yes. Many CPA firms engage us as a white-label CFO function for their clients. We operate under your firm's brand, attend client meetings, and deliver CFO-level advisory while your firm retains the relationship.
We work with whatever tools your firm and clients use — QuickBooks, Xero, Sage Intacct, NetSuite, Power BI, FloQast, Google Sheets, and custom dashboards. We adapt to your tech stack, not the other way around.
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