Sam's List Community: 10 Most Reviewed Fractional CFOs, September 2026

Sam's List Community: 10 Most Reviewed Fractional CFOs, September 2026

Thirty-three. That is how many client reviews 8 Figure Finance had on Sam's List on September 30, 2026, more than twice any other firm below.

This is our monthly list of the 10 most reviewed fractional CFOs among the 94 firms in the Sam's List community, all vetted Sam's List members, ranked by each profile's review count. A firm needed a rating of 4.0 or higher and at least two reviews to qualify.

A place here is free, and paid features elsewhere on Sam's List play no part in it. Browse fractional CFOs on Sam's List. A review count is a starting point, not a measure of quality. How we picked, at the end, explains why.

The 10 most reviewed fractional CFOs at a glance

Rank	Firm	Rating	Reviews	Serves
1	8 Figure Finance	5.0	33	Pennsylvania
2	Doug Johnson CPA	5.0	15	California
3	Steady Co	5.0	15	Utah
4	Iota Finance	4.8	14	Florida
5	Zhubrak Clark and Wasser CPAs and Advisors	5.0	11	New York
6	Proview CFO	5.0	6	Texas
7	Not Dorks Accounting & Finance	5.0	5	Massachusetts
8	Mark A Stiles CPA, PLLC	5.0	3	New Hampshire
9	Certified Exit Planners	5.0	2	North Carolina
10	Green Canyon CFO	5.0	2	Utah

Ratings and review counts are as shown on each firm's Sam's List profile on September 30, 2026. Each review is submitted by an individual who identifies as a client of the firm, and reviews reflect those individual experiences; they are not an endorsement by Sam's List. No firm paid to be considered for or included in this list. Ratings and rankings are not indicative of future performance or results.

The list

Each entry uses only what the firm's Sam's List profile showed on September 30, 2026: the state it serves, the specialties it names, its tagline, its rating and review count, and at most one quote from a reviewer who identifies as a client, shown exactly as on the profile, with an ellipsis where the site shortens a long review. Specialties and taglines are the firms' own claims, so confirm them on a first call.

1. 8 Figure Finance

8 Figure Finance describes itself as an accounting and CFO firm built for advertising and marketing agencies, with clean books and clear reporting. Its profile says it serves Pennsylvania and names content creators, digital nomads and high net worth individuals among its specialties.

It is rated 5.0 across 33 reviews as of September 30, 2026. Brandon P. wrote: "Working with 8FF was great. They did my work quickly and replied quickly. They offer a good service."

Thirty-three is a count of reviews, not of clients, and it says nothing about the depth of the CFO work, so ask for a reference from an agency like yours. See 8 Figure Finance on Sam's List

2. Doug Johnson CPA

Doug Johnson CPA calls itself a boutique CPA firm for growing businesses and high earners. Its profile says it serves California and names equity compensation, growing companies ($1M to $10M) and HENRYs (high earners, not rich yet) among its specialties.

It is rated 5.0 across 15 reviews as of September 30, 2026. Wilson R. wrote: "My partner and I own a golf simulator business in NYC, and as we started to scale this year and think about opening a second location, we realized we needed a new firm that had experience working with growing businesses.…"

Ask how much of an engagement is CFO planning versus tax work. See Doug Johnson CPA on Sam's List

3. Steady Co

Steady Co's tagline cites 30+ years of Big 4 and industry experience and lists bookkeeping, accounting, tax, payroll and advisory services for small and medium-sized businesses. Its profile says it serves Utah and names cryptocurrency investors, HENRYs and high net worth individuals among its specialties.

It is rated 5.0 across 15 reviews as of September 30, 2026. Neil S. wrote: "It started with just one company and then grew to more as they showed the ability to handle the books, financial questions, and proactive guidance."

That is a wide menu, so ask which of those services a fractional CFO engagement would include. See Steady Co on Sam's List

4. Iota Finance

Iota Finance's tagline describes monthly accounting, tax and fractional CFO services for small businesses, startups and entrepreneurs. Its profile says it serves Florida and names cryptocurrency investors, digital nomads and equity compensation among its specialties.

It is rated 4.8 across 14 reviews as of September 30, 2026, the only rating on this list below 5.0. Ankit G. wrote: "Great! They are fast and responsive. They get the work done."

A crypto or equity compensation specialty is a profile claim, not a credential, so ask about recent work like yours and read the full set of reviews. See Iota Finance on Sam's List

5. Zhubrak Clark and Wasser CPAs and Advisors

The firm's tagline says it works with real estate GPs, growing commercial businesses and solopreneurs. Its profile says it serves New York and names growing companies ($1M to $10M), HENRYs and high net worth individuals among its specialties.

It is rated 5.0 across 11 reviews as of September 30, 2026. Dani K. wrote: "Our experience was excellent from start to finish. The team consistently delivered accurate and timely reports, communicated proactively, and demonstrated a strong understanding of complex real estate accounting and repo…"

Eleven reviews is a small sample, so ask who would handle your account. See Zhubrak Clark and Wasser CPAs and Advisors on Sam's List

6. Proview CFO

Proview CFO's tagline lists fractional CFO, controller and bookkeeping services for SaaS, agencies and other growing digital businesses. Its profile says it serves Texas and names bootstrapped startups and companies with $1M to $10M and $10M to $50M in revenue among its specialties.

It is rated 5.0 across 6 reviews as of September 30, 2026. Kristen B. wrote: "Collin did a fabulous job for us. He completed the project quickly and competently for us. He is very responsive to our emails and any questions we have for him. Collin is very professional and easy to work with. We will…"

Six reviews is a modest sample; ask for references. See Proview CFO on Sam's List

7. Not Dorks Accounting & Finance

Its tagline describes books closed monthly, financials you can read and finance conversations that don't put you to sleep. Its profile says it serves Massachusetts and names bootstrapped companies, growing companies ($1M to $10M) and pre-revenue startups among its specialties.

It is rated 5.0 across 5 reviews as of September 30, 2026. John M. wrote: "Phil and Lisa have worked with us to understand the needs of our specific business, and have adjusted accounting models accordingly. They are always communicative and receptive to the needs of our business which makes fl…"

Five reviews is a small sample; ask to speak with a current client. See Not Dorks Accounting & Finance on Sam's List

8. Mark A Stiles CPA, PLLC

It calls itself a values-driven CPA firm offering fractional CFO, bookkeeping and tax services. Its profile says it serves New Hampshire and names bootstrapped companies, content creators and growing companies ($1M to $10M) among its specialties.

It is rated 5.0 across 3 reviews as of September 30, 2026. Christopher N. wrote: "Over the past six years of working with Mark and his firm, my business has greatly expanded and our needs have grown more complex. Starting initally with book keeping and light consulting, we have expanded the scope to i…"

Three reviews is a thin sample, and one client's growth is no forecast for yours. See Mark A Stiles CPA, PLLC on Sam's List

9. Certified Exit Planners

Certified Exit Planners says in its tagline that it helps business owners sell their business proactively through exit planning, backed by fractional CFO horsepower. Its profile says it serves North Carolina and names no specialties.

It is rated 5.0 across 2 reviews as of September 30, 2026. Denny B. wrote: "I have worked with James on several occasions. He is the consummate professional and offers extremely valued advice. He has the ability to dig into financials and more and find the hidden message I would never have seen.…"

Two reviews is this list's minimum; ask about exits the firm has worked on. See Certified Exit Planners on Sam's List

10. Green Canyon CFO

Green Canyon CFO's tagline says it works with founders on cash flow stability, enterprise value and preparing for strategic exits. Its profile says it serves Utah and names bootstrapped companies, exit planning and growing companies ($1M to $10M) among its specialties.

It is rated 5.0 across 2 reviews as of September 30, 2026. Andrew J. wrote: "Fantastic experience working with Tyson. He's reachable and easy to communicate with. He's patient and always willing to take the time to solve the problem at hand. He's a true partner for any client."

Two reviews is the minimum here, and no exit is certain; ask how progress would be measured. See Green Canyon CFO on Sam's List

Worked with one of these firms?

Reviews are how the next owner builds a shortlist, and they are what this list counts. If you have worked with a fractional CFO on Sam's List, leave a review about how the engagement went.

Frequently Asked Questions

How often is this list updated?

Every month. A new edition publishes on the first Monday of each month and is named for the month before. From the October 2026 edition on, the lists rank firms by the reviews they gained since the previous edition's data date, and each edition states the dates it covers.

Can firms pay to be included?

No. Listing on Sam's List is free, and so is a place on this list, which is ranked only by reviews. Some firms pay to be featured elsewhere on Sam's List; that has no effect on who appears here or in what order.

Does a high review count mean a fractional CFO is a good fit?

No. A review count measures how many reviews clients took the time to write on Sam's List. It does not measure technical skill, the depth of the CFO work, or fit with your company, and a newer firm may have fewer reviews simply because it has had less time to collect them. Use the count to build a shortlist, then compare scope and references.

What does a fractional CFO do?

A fractional CFO does chief financial officer work for a company part time or on a defined scope, instead of as a full-time hire. The scope varies: several firms on this list describe accounting, bookkeeping, tax or payroll work alongside CFO services in their taglines. Ask each firm what a typical engagement includes before you compare them side by side.

How we picked the most reviewed fractional CFOs

The pool. These lists rank the 94 firms in the Sam's List community, 27 of them fractional CFOs, all vetted Sam's List members with a live public profile. Sam's List also lists firms outside the community, and these lists do not rank them, so this is not a ranking of every fractional CFO on Sam's List.

The thresholds. A firm needed a rating of 4.0 or higher and at least two reviews on September 30, 2026. Twelve of the 27 qualified.

The order. Firms are ranked by the total review count each profile showed on September 30, 2026, then by rating, then alphabetically by name. Counts include every review each profile showed on September 30, 2026, whenever it was posted. Doug Johnson CPA sits above Steady Co on name, since both show 15 reviews and a 5.0. A tie decided the last two places the same way: four qualifying firms showed two reviews and a 5.0, and alphabetical order put Certified Exit Planners and Green Canyon CFO on the list.

What the numbers mean. Fractional CFO reviews on Sam's List are submitted by individuals who identify as clients of the firm and rate it on communication, subject-matter knowledge, and overall satisfaction. A count shows how many reviews clients wrote, not how many clients a firm has; it does not measure technical quality or fit, and it can lag for a firm newer to Sam's List.

Payment. Listing on Sam's List is free, and so is a place on this list. Some firms pay to be featured elsewhere on Sam's List, Doug Johnson CPA and Iota Finance among those on this list, and that has no effect on who appears here or in what order.

For more on how reviews work, read the reviews disclosure. To compare more firms, browse fractional CFOs on Sam's List.

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About the author: Kimberly Green is cofounder of Sam’s List, a directory and matching platform for financial professionals.