CFO Hub

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CFO Hub is a Fractional CFO Services company established in 2018. Their midsize team is located in San Diego, California; Irvine, California; Los Angeles, California and San Francisco, California. The company provides Fractional CFO Services, Business Consulting, Accounting, Finance & Accounting Outsourcing (FAO), and more.

Client Insights

Industry Expertise

Information technology

80%

Other industries

20%

Client Size Distribution

Small Business (<$10M) 30%

Midmarket ($10M - $1B) 60%

Enterprise (>$1B) 10%

Common Project Size

$10K-$49K 2 projects

$50K-$199K 1 project

Clients

This provider has not added their key clients.

Highlights from Recent Projects

Overall Rating

4.8
5 Reviews

CFO Hub was hired by Stratus10, an IT services company, to manage all their accounting and financial strategy processes. The CEO of Stratus10 selected CFO Hub due to their superior knowledge and expertise with similar companies. The engagement entailed monthly billing and the involvement of multiple team members from CFO Hub, depending on the level of expertise required for specific items. The CEO appreciated CFO Hub's integral role in their journey and found all the team members great to work with.

Avantiico, a Microsoft ERP solutions company, engaged CFO Hub to process accounts payable, bank reconciliation, software passthrough expenses, and assist with collections and credit management. The CFO of Avantiico found CFO Hub through a referral and selected them for their high ratings, proximity, budget-friendly pricing, and value for cost. A single employee from CFO Hub was assigned to this project, whose key deliverables included processing AP for review, preparing bank reconciliation, and invoicing customers for passthrough software invoices.

Zero Overdose, a national non-profit organization, hired CFO Hub to serve as a fractional CFO, providing access to a team of financial professionals and financial advice. The Co-Founder of Zero Overdose selected CFO Hub based on prior experience and their high ratings, budget-friendly pricing, great culture fit, and alignment with company values. CFO Hub assigned 2-5 employees to this project, providing a full complement of financial services including advising, accounting, invoicing, and monthly financial reports. CFO Hub was instrumental in creating infrastructure for the growing company to support invoicing, tracking, and budget development, management, and reporting.

Timeliness

4.8

Service Excellence

4.9

Value

4.8

Would Recommend

5.0