If You're An SMB With Mismanaged Finances...

We'll Identify Your Current Financial Challenges And Pair You With A Best-Fit CFO From Our 30+ CFO Rolodex Within 2 Days WITHOUT Paying Any Commissions Or Hiring Fees.

We make our first CFO introduction within 2 business days of onboarding, and do up to 5 new intros if the others aren't a fit. We don't charge commission fees, so you pay 30% less than typical consulting firms.And you pay 30% less.

Get My Free CFO Match
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The Problem

You've Outgrown Your Bookkeeper, But You Aren't Ready For A $300,000 Full-Time CFO.

Right now, you're probably making million-dollar decisions based on gut instinct and your current bank balance. Your business is growing fast, but your financial infrastructure has not scaled with it.

You're profitable on paper, but cash flow is a constant mystery. You probably spend upwards of 20 hours a month wrestling with financial tasks you are not trained to do, which pulls you away from sales, operations, and leadership.

You've probably tried these "fixes":

  • Managing it yourself

    You build spreadsheets late at night, but you can't trust your own models because you lack training and experience. It produces anxiety rather than clarity.

  • Leaning on your accountant

    Your accountant is great at filing taxes, but they can only look backward. You need someone with the skill sets, training and experience to create a forward-facing strategy.

  • Hiring traditional agencies

    Traditional matchmaking firms charge placement fees and markups that inflate costs by up to 40%. You end up paying for their corporate overhead, not just the financial expertise you need.

You don't need to work harder. You need forward-facing financial leadership that fits your current stage.
The Solution

Get Fortune 500 Financial Leadership Without The Full-Time Salary Or Agency Markup.

What you actually need is a fractional CFO inserted directly into your business. A senior-level executive who knows how to forecast cash, model growth scenarios, and pressure-test your decisions before you make them. When you work directly with a UFCA-matched CFO, everything changes:

Absolute Cash Clarity

Stop waking up at 2 AM worrying about making payroll. Your CFO gives you real-time visibility into your cash flow and profitability, so you know exactly which parts of your business are driving growth and which are bleeding cash.

Confident, Data-Backed Decisions

Make hiring, pricing, and expansion decisions based on accurate projections, not gut instinct. Your CFO builds lender-ready financials, so when you need capital, you get approved on the first try.

Time And Freedom Reclaimed

Stop playing CFO by default. Reclaim the 20+ hours you waste on financial admin every month, so you can focus on building a business that scales profitably and is actually worth selling.

How It Works

Find Your Perfect CFO In 3 Simple Steps.

1

Tell Us What You Need.

Fill out a quick, 2-minute form. Tell us about your industry, size, and your immediate financial challenges.

2

Get Matched In 48 Hours.

We analyze your situation and introduce you to the best-fitting CFO from our network of 30+ senior executives within two working days.

3

Choose Your CFO And Pay Them Directly.

You speak directly with the CFO to ensure they are a perfect fit. If they aren't, we'll introduce you to up to 5 more. Once you choose, you contract with them directly. No middleman fees or markups.

Real Results

Real Results From Businesses Like Yours.

★★★★★

"Hugo revamped our budgeting process, improved cash visibility, and helped us make smarter, faster decisions."

Jesse T. · Manager
CorrPro Industries
★★★★★

"Greg sharpened our financing strategy and prepared materials for a major development project, resulting in a successful $27 million financing."

George Stephaniis · CEO
Stephaniis Group
★★★★★

"Michael co-led financial due diligence for our €500M PE exit, delivering 3.5X returns. His expertise saved the deal when it nearly collapsed."

Lionel Chapis · Senior Vice President
Norsk Hydro
★★★★★

"Greg cut through our marketing noise and improved conversion and ROI, generating $27,000 more in monthly revenue within 30 days."

Brian Lisi · CEO
Iolo TV
★★★★★

"A trusted partner with integrity and vision. Randy has reshaped our entire approach to finance, strategy, and growth."

Brian S. Snowden · CEO
Beltone NE
★★★★★

"Mohamed and his team transitioned us to a new accounting platform smoothly and professionally. Reliable, responsive support at all times."

Ara Bedros · VP Operations
ECC
Our Network

Meet 6 Of The 30+ CFOs In Our Network

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

MH

Michael H.

CFO
From Financial Chaos to Scalable, Exit-Ready Operations
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 firm, where he co-led a successful exit delivering 3.5x returns.

JM

Jamie M.

CFO
Improves Margin Visibility and Drives Financial Discipline for Growing Companies
SaaS / Technology Manufacturing Professional Services Private Lending

Partners with leadership teams as a Fractional CFO, bringing financial strategy and process improvement to growing organizations. Helps businesses improve margin visibility, strengthen financial discipline, and build systems for confident, sustainable growth.

BR

Brian R.

CFO
Raised $500M+ and Scaled SaaS Companies from Startup to Exit
SaaS / Technology Ecommerce Healthcare Real Estate / Construction

Accomplished finance leader with 25+ years driving financial strategy across high-growth technology companies. Has raised $500M+ in capital and guided multiple companies from early stage through successful exit.

BH

Ben H.

CFO
Optimizes Cash Flow and Builds Financial Infrastructure for Scaling Companies
Manufacturing Distribution Ecommerce Professional Services

Fractional CFO with 20+ years of cross-industry experience supporting businesses from early stage through growth and maturity. Specializes in cash flow optimization and building the financial infrastructure that scaling companies need.

MM

Michael M.

CFO
Bringing Fortune 500 Finance to Growing Companies
Healthcare Professional Services SaaS / Technology Nonprofit Retail CPG

Fractional CFO with 15+ years of experience bringing Fortune 500-level financial rigor to growing companies. Specializes in improving financial performance, strengthening operations, and building the systems that support scale.

GT

Gregory T.

CFO
Wall Street Rigor Meets Operating Company Strategy
SaaS / Technology Healthcare Real Estate Alternative Assets Life Sciences

Fractional CFO with 30+ years spanning Wall Street and operating company leadership roles. Brings institutional-grade financial strategy and discipline to growing businesses that need serious financial firepower without the full-time cost.

And 24+ more senior CFOs across every major industry, ready to be matched to your business.

UFCA vs. The Old Way

Why UFCA Is Completely Different From Traditional Agencies.

Feature Traditional Agencies US Fractional CFO Alliance
Matching Cost High placement fees $0 (100% Free)
Hourly Markup 20% to 40% markup 0% (Pay the CFO directly)
Speed Weeks or months First intro in 2 days
Choice Assigned whoever is on the bench Up to 6 introductions
Quality Mixed experience levels Experienced, senior-level CFOs

Unlike traditional agencies, our platform doesn't charge the business owner. Our revenue model is CFO-facing, which means you save roughly 30% compared to going through a traditional consulting firm.

Qualification

Who We're For (And Who We Aren't For).

This IS For You If:

  • Your business generates at least $2M in annual revenue.
  • You are profitable, but your cash flow is unpredictable.
  • You are spending too much time on financial admin and spreadsheets.
  • You need to raise capital, prepare for an exit, or fix broken financial systems.
  • You need forward-facing strategy and real-time growth consulting.

This Is NOT For You If:

  • You are a brand new startup with no revenue.
  • You just need someone to do basic bookkeeping or file your annual taxes.
  • You are looking for a full-time, in-house employee.
FAQ

Common Questions & Concerns

Our revenue model is entirely CFO-facing. The CFOs benefit from receiving qualified introductions without having to do their own marketing, so they cover the platform costs. They do not bake this into their rates. Because they operate independently, they set their own competitive market pricing. You are getting their direct rate, which is typically 30% lower than an agency that charges markup.
This is not a directory where anyone can pay to be listed. All of our CFOs have held senior financial roles at the Fortune 500, private equity, or mid-market level. During our screening process, we review each CFO's professional background and track record of delivering strategic growth. However, we do not independently verify credentials or conduct background checks. The business should conduct their own due diligence before hiring.
UFCA is a matchmaker, not an employer. Your contract and engagement are directly with the independent CFO. Because you contract with them directly, you retain full control over the relationship. We recommend conducting your own final due diligence, just as you would with any executive hire or independent contractor.
The best CFOs want to spend their time doing financial strategy, not marketing and sales. Our platform allows top-tier financial talent to focus entirely on client work while we handle the business development. It is a win-win that attracts high-caliber professionals who hate cold outreach.
Accountants and CFOs do fundamentally different jobs. Your accountant looks backward to ensure compliance and file taxes. Our CFOs have the skillsets, training and experience to make forward-facing projections and strategies. We match you with executives who specialize in cash flow forecasting, margin analysis, capital raising, and growth strategy.
Not at all. We do the heavy lifting upfront by analyzing your intake form and hand-picking the absolute best fit for your specific industry and needs. We only make the first introduction. The option for up to 5 more introductions is just a safety net. If the first match is not a perfect personality or cultural fit, you have options. You are never forced to settle.
There is no catch. Because we have an active, experienced network of 30+ CFOs ready to take on clients, we do not have to start a recruiting search from scratch. We look at your needs, identify the CFO in our network with the right industry experience and availability, and make the connection within 48 hours.
We take confidentiality seriously. You do not share any sensitive financial data or messy books with UFCA. You only share high-level business details on the intake form so we can make the match. You will only share your actual financials directly with the CFO after you have signed an NDA with them.
That is exactly why you need a CFO. Their first job will be to assess the damage, direct your bookkeeper on how to clean it up, and build the proper infrastructure moving forward. You don't need to "get ready" or wait three months to clean things up before getting help.
Not at all. Your CPA handles tax compliance and historical reporting. Your CFO handles forward-looking strategy and cash flow forecasting. They complement each other perfectly. In fact, most CPAs love when a CFO steps in because it cleans up the data they need to file your taxes.
Because there is no agency markup, a fractional CFO typically costs between $2,500 and $7,000 per month, depending on the scope of work. This is a fraction of the $300,000 price tag of a full-time hire, and far less than the reported $118,000 in lost profit that poor financial decisions cost the average business owner every year. The question is not whether you can afford a CFO, but whether you can afford not to have one.

Ready To Stop Flying Blind And Start Scaling Safely?

If you are still stuck making million-dollar decisions based on gut instinct, it's time to get the financial strategy you need to maximize your cash flow and company valuation.

Fill out the form, get your first introduction within 48 hours, and see if it is a fit. If it is not, we'll connect you with up to 5 more CFOs until you find the perfect match. You don't pay a dime for the entire matching process.

Yes, I Want My Free CFO Match Now

Takes 2 minutes. No credit card required.