fractional-cfo
(10)
Pilot Is Teaching the Books to Close Themselves
Pilot turns the monthly close into a managed service, with QuickBooks underneath, software doing the repetitive work and finance people available when the numbers need judgment. The fit is strongest for growing US businesses that value time and continuity more than bargain pricing.
Nicole Sithithavorn Learned to Sell a Business - Then Had to Learn to Sell Herself
A deli conversation opened the door. A $45 million exit proved the operating model. Then the introverted CFO discovered the harder equation: turning expertise into a firm that could grow without consuming its founder.
The Accountant Who Turned Tax Season Into an Entrepreneur's Financial Operating System
Most accountants document what already happened. Gauvreau built a 100-plus-person firm around helping entrepreneurs decide what happens next - then connected the books, tax plan, legal structure and growth advice under one roof.
The Accountant Who Decided Bookkeeping Should Feel Like Software
Matt Gardner shut down a traditional CPA practice to rebuild it as Hiline - one team, one bill, and technology that keeps small-business numbers current instead of three weeks late.
YC Partners
YC Partners is a Frederick, Maryland based fractional CFO firm that embeds licensed CPAs and finance executives into small and mid-market companies, typically in the $10M-$50M revenue range. Founded and led by CPA Nicole Sithithavorn, the firm delivers strategic financial leadership, GAAP reporting, forecasting, and M&A support on month-to-month terms, positioned as roughly 80% of the value of a full-time CFO at 20-40% of the cost.
Paro
Paro is a Chicago-based, AI-powered marketplace that connects businesses and accounting firms with vetted fractional finance and accounting experts - from bookkeepers and controllers to fractional CFOs. Founded in 2015, it pairs its proprietary matching algorithms across 60+ industries and 250+ skill sets with data tools and advisory insight, aiming to become the go-to resource for finance and accounting solutions as the profession faces a deepening talent shortage.
Eliana Berger
Eliana Berger is the co-founder and CEO of Joyful Health, a New York startup building AI-powered financial infrastructure for healthcare providers. The company focuses on the hardest part of the revenue cycle - chasing down denied and unpaid insurance claims - and works on performance-based pricing, getting paid only when it recovers money for clients. In April 2026, Joyful Health raised a $17M Series A led by CRV, bringing total funding to $22M. Berger's path to the problem was personal: she grew up watching her mother and grandmother run a therapy practice and struggle to understand what had been paid and what was still owed.
KeepingCount
KeepingCount is an industry-focused outsourced accounting and bookkeeping platform that takes the finance function off business owners' plates. Founded in 2023 by Jeff Russell and backed by Housatonic Partners, the company is building vertical-specific brands - real estate, construction, e-commerce, vacation rentals, life sciences, consumer products and professional services - staffed by accountants who specialize in each industry rather than the traditional geography-based generalist model. KeepingCount delivers accounting, advisory (CFO/controller), tax and payroll services on platforms like Sage Intacct and QuickBooks Online, managing more than $250 million in annual client revenue.
Jerry Connelly
Jerry Connelly is the Chief Executive Officer of KeepingCount, a remote-first outsourced accounting and advisory firm that gives growing small businesses and nonprofits the bookkeeping, reporting, and fractional-CFO horsepower they usually cannot afford to hire in-house. Built around the promise of 'better numbers for growing businesses,' KeepingCount pairs platform technologies like Sage Intacct and QuickBooks Online with hands-on accounting teams serving construction, consumer products, professional services, real estate, life sciences, and vacation-rental clients. Originally headquartered in Boise, Idaho, the company now runs as a distributed organization, and Connelly leads it with a stated emphasis on values - conscientious, disciplined, gracious, integrity, and serving all clients.
James Chan
James Chan is the CFO of LDV Capital, a New York-based early-stage venture fund investing in visual technology and AI startups. With 20+ years spanning public accounting, Fortune 500 corporate finance, and CFO roles at hypergrowth startups and venture firms, he founded JMC Strategic Advisory in 2022 to serve as a fractional CFO across multiple funds simultaneously - including Bow Capital, BankTech Ventures, Breakout Ventures, Lineate, and First Spark Ventures - overseeing more than $1 billion in assets under management. He holds a BA from UCLA and an MS in Business Taxation from USC, and is known for eating ice cream with chopsticks.