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Fractional CFOs for Tech and SaaS Companies

Hiring a fractional CFO for your tech or software company provides you with part-time financial leadership tailored to fast-paced, metrics-driven environments. From SaaS KPIs like MRR, ARR, CAC, and LTV to investor relations and long-term planning, fractional CFOs help early-stage and scaling companies manage cash flow, improve reporting, and make smarter decisions. This outsourced CFO model is especially effective for SaaS startups needing financial strategy support without hiring in-house.

Need to outsource something else? Search for proactivefinancial advisorsandaccountantson Sam’s List too. Make sure to check the reviews, it’s one of the most important parts of your vetting process!

Fractional CFOs

Erica Goode, CPA | Cash Flow Projections, Process Optimization, Strategic Decision Support
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10 Client Reviews

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"Excellent! In working with Erica, I experienced a simplified bookkeeping process, a first time "window-to-my-cashflow-situation", and a "person on my corner" an advocate if you will, come tax preparation time. A shift in priorities at home led to no longer needing Erica's services. Erica's magic still lingers at the office and at home and am forever grateful for her help during a time of tremendous growth in my consulting practice."
ROCA Advisors | Board & Investor Relations, Cash Flow Projections, Financial Strategy Development
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5 Client Reviews

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"“ROCA has been an invaluable resource. Juan Carlos approached my disorganized accounting with patience and expertise, transforming it into a well-structured system. His professionalism, clear guidance, and attention to detail have given me confidence and clarity in managing my finances.”"
Happy Numbers | Board & Investor Relations, Cash Flow Projections, Financial Strategy Development
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1 Client Reviews

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"Timo has far exceeded expectations! I really don't understand how he does some of the stuff he does, but it is absolutely amazing! His level of detail and organization really compliments his financial knowledge and experience. From the day he started until now, Timo has completely revamped all aspects of the financial side of our business and now we are growing at an astonishing rate. It would not be possible without Happy Numbers!"
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What Does a Fractional CFO for Tech & Software Companies Do?

A fractional CFO provides high-level financial leadership and strategic guidance without the cost of a full-time executive. They offer:
Financial planning and forecasting

SaaS CFO metrics management (MRR, ARR, CAC, LTV)

Fundraising support and investor communications

Cash flow and burn rate optimization

Tax and regulatory compliance

Unit economics analysis for SaaS business models

FrequentlyAsked Questions

Are fractional CFOs worth it?

Yes. They provide strategic guidance and financial leadership at a fraction of the cost of a full-time CFO, helping companies scale smartly and raise capital more effectively.

What does a fractional CFO do for a software company?

They manage core finance functions such as FP&A, investor reporting, metric tracking (like MRR/ARR/CAC), and ensure your company is prepared for audits, funding rounds, or acquisitions.

How do I find a fractional CFO for my SaaS company?

Platforms like Sam's List help you find fractional CFOs or you can reach out to your CPA for referrals.

What’s the difference between a bookkeeper, accountant, and fractional CFO?

Bookkeepers handle daily transactions, accountants manage taxes and compliance, and fractional CFOs provide high-level strategic guidance and planning.

What SaaS metrics should a CFO track?

MRR, ARR, CAC, LTV, churn, burn rate, runway, and payback period.

Not sure who’s right for your technology and software business? Answer a few quick questions, and we’ll introduce you to someone who fits.

Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
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