Fractional CFOs for Marketing Agency
35 fractional CFOs list Advertising & Marketing · 205 client reviews
Browse related profiles
System Six
Accountant · Bookkeeper · Fractional CFO
- 5.0 (1 review)
- $800/mo
- Serves nationwide
- Min revenue $1M+
Modern, happy accounting firm that delivers faster and better day to day finance services
Industries: Advertising & Marketing, Consulting, Energy & Utilities +7 more
8 Figure Finance | Accounting & CFO for Agencies, SaaS & CPG
Accountant · Bookkeeper · Fractional CFO
- 5.0 (43 reviews)
- $750–$10,000/mo
- Serves nationwide
- Min revenue $500K+
CPA-led accounting, tax, and fractional CFO for $1M+ agencies, SaaS, and CPG brands. Books closed by business day 10, live dashboards, and your team in Slack
Industries: Advertising & Marketing, Consumer Goods, E-commerce +2 more
Bookkeeper360
Accountant · Bookkeeper · Fractional CFO
- 5.0 (2 reviews)
- From $399/mo
- Serves nationwide
- Min revenue $500K+
Bookkeeper360 eliminates the headaches of managing your accounting and taxes so you can focus on growing your business.
Industries: Advertising & Marketing, Agriculture & Farming, Architecture & Engineering +31 more
Doug Johnson CPA
Accountant · Bookkeeper · Fractional CFO
- 5.0 (15 reviews)
- $895–$10,000 one-time
- Serves nationwide
- Min revenue $250K+
A boutique CPA firm dedicated to responsiveness and a white-glove client experience. We're the CPA firm for growing businesses with 250K - 10M in revenue, and high earners with equity compensation.
Industries: Advertising & Marketing, Construction, Consulting +8 more
Iota Finance
Accountant · Bookkeeper · Fractional CFO
- 4.8 (14 reviews)
- $500–$15,000/mo
- Serves nationwide
- Min revenue $500K+
Monthly accounting, tax, and fractional CFO services for small businesses, startups, and entrepreneurs.
Industries: Advertising & Marketing, Architecture & Engineering, Biotechnology & Pharmaceuticals +12 more
Potrus CPA
Accountant · Bookkeeper · Fractional CFO
- 5.0 (8 reviews)
- From $800/yr
- Serves nationwide
- Min revenue $500K+
Potrus CPA helps service and software businesses with bookkeeping, payroll, tax preparation and planning, audits and reviews, and CFO support through a responsive, dedicated team.
Industries: Advertising & Marketing, Professional Services, Technology & Software
Full Send | Accounting, Tax, Data, & AI
Accountant · Bookkeeper · Financial Advisor · Fractional CFO
- 5.0 (3 reviews)
- From $1,500/mo
- Serves nationwide
- Min revenue $500K+
Most firms hand you a report. We help you do something smart with it. Accounting, tax, and data services under one roof.
Industries: Advertising & Marketing, Architecture & Engineering, Construction +26 more
Steady Co - Accounting, Tax & Fractional CFO
Accountant · Bookkeeper · Fractional CFO
- 5.0 (15 reviews)
- From $500 one-time
- Serves nationwide
- Min revenue $750K+
Backed by 30+ years of Big 4 and industry experience, Steady delivers expert bookkeeping, accounting, tax, payroll, and advisory services to help small and medium-sized businesses thrive.
Industries: Advertising & Marketing, Agriculture & Farming, Architecture & Engineering +22 more
Solopreneur Tax
Accountant · Bookkeeper · Fractional CFO
- 5.0 (10 reviews)
- $900/project
- Serves nationwide
Solopreneur Tax is a firm local to Coeur d'Alene ID, serving the Pacific Northwest, California, Texas, Florida, Wyoming and Tennessee.
Industries: Advertising & Marketing, Construction, Consulting +6 more
Happy Numbers
Fractional CFO
- 5.0 (2 reviews)
- $4,000–$8,000/mo
- Serves nationwide
- Min revenue $1M+
Fractional CFO and finance team for founder-led agencies, consultancies, and tech services firms doing $2m - $10m. Clean books, clear reporting & forecasting. Real CFO guidance from $4,000 a month.
Industries: Advertising & Marketing, Consulting, Electrical +7 more
Ever Ledger
Accountant · Bookkeeper · Fractional CFO
- 5.0 (10 reviews)
- $750–$7,000/mo
- Serves nationwide
- Min revenue $500K+
Your One Stop Shop for CFO, Tax, Accounting & Bookkeeping Services. Led by a former EY Accountant, VC & Private Equity Investor, and Startup Operator.
Industries: Advertising & Marketing, Construction, Consulting +18 more
Pillar Wealth
Financial Advisor · Fractional CFO
- 5.0 (10 reviews)
- $11,400–$60,000 one-time
- Serves nationwide
"Financial Advisor" didn't make sense to us, so we built Pillar Wealth to reflect people in 2026 instead of 1990. Don't be stuck in the past with an old, outdated formula that incentivizes laziness. Avoid any AUM model. Avoid someone labeled "Financial Advisor" who sells products…
Industries: Advertising & Marketing, Biotechnology & Pharmaceuticals, Construction +4 more
Proview CFO
Accountant · Fractional CFO
- 5.0 (7 reviews)
- $750–$7,500/mo
- Serves nationwide
- Min revenue $800K+
Fractional CFO, Controller, and Accounting Services for Subscription Ecommerce Brands
Industries: Advertising & Marketing, Construction, Home Services +1 more
Not Dorks Accounting & Finance
Accountant · Bookkeeper · Fractional CFO
- 5.0 (5 reviews)
- Serves nationwide
Real accountants for real businesses. Books closed monthly, financials you can read, and finance conversations that don't put you to sleep.
Industries: Advertising & Marketing, Architecture & Engineering, Automotive +24 more
Certified Exit Planners
Fractional CFO
- 5.0 (2 reviews)
- 5%–10% of AUM
- Serves nationwide
- Min revenue $500K+
Help business owners sell their business proactively through exit planning, backed by fractional CFO horsepower
Industries: Advertising & Marketing, Construction, Electrical +9 more
VYSPR
Accountant · Bookkeeper · Fractional CFO
Adam Beltran
- 5.0 (2 reviews)
- $500–$8,000/mo
- Serves nationwide
- Min revenue $50K+
Fractional CFO and bookkeeping for service businesses doing $1M-$10M. We build the financial infrastructure your sales growth needs to stand on.
Industries: Advertising & Marketing, Consulting, Financial Services +4 more
About Advertising & Marketing on Sam's List
What to know
- 60% of small professional services and real estate employers named rising costs as a financial challenge.[1]
- 39% of marketing and agency owners who took our quiz said their current accountant isn't meeting their needs.[2]
- 48% of marketing and agency quiz takers want virtual-only meetings.[3]
Sources
- Federal Reserve Banks (Small Business Credit Survey): 2026 Report on Employer…, 2026
- Sam's List quiz data
- Sam's List quiz data
The Advertising & Marketing industry runs on project-based revenue, contractor payments, and fluctuating client retainers. The Fractional CFOs below run finance and strategy for companies in this field, and each is reviewed by real clients on Sam's List so you can compare and connect directly.
Credentials on this page
- 15 of 35 list CPA
- 3 of 35 list EA
- 2 of 35 list CFP®
- 1 of 35 list CEPA
As listed by the firms on this page. Verify before you hire:
What an engagement usually includes
- 13-week cash flow forecast
- Budget and variance reporting
- KPI dashboard
- Lender or investor reporting
- Fundraising or M&A support
- Finance team and system setup
Fractional CFO, controller or full-time CFO?
| Fractional CFO | Controller | Full-time CFO | |
|---|---|---|---|
| What they own | Forward planning: cash forecasts, budgets, pricing and financing decisions, lender and investor relationships. | Accurate books: the monthly close, reconciliations, internal controls, payables and payroll oversight. | The whole finance function every day, including the finance team, board reporting and deals. |
| When it fits | Growing companies that need a strategic finance lead part of the time, but not a full-time executive. | Companies whose books, close or reporting are falling behind or getting more complex. | Larger, complex companies with a finance team, frequent board or investor demands, or ongoing deals. |
| How it's usually billed | Monthly retainer, sometimes hourly or by project. | Monthly retainer or hourly when outsourced; salary when in-house. | Salary, often with bonus or equity. |
Who they work with
- Advertising & Marketing: 35 of 35 firms
- Technology & Software: 31 of 35 firms
- Consulting: 26 of 35 firms
Frequently asked questions
- Why do advertising & marketing businesses need a specialized fractional CFO?
- The Advertising & Marketing industry runs on project-based revenue, contractor payments, and fluctuating client retainers, and a fractional CFO who knows the field will catch issues a generalist misses. Sam's List lists Fractional CFOs with advertising & marketing experience, each with verified client reviews.
- How do I find a fractional CFO for my advertising & marketing business?
- Browse Fractional CFOs filtered to the Advertising & Marketing industry on Sam's List, compare verified reviews and pricing, and reach out directly.
- How much does a fractional CFO cost for an advertising & marketing business?
- It depends on the scope of work and how many hours you need each month. Most firms quote a price after a first call about your business. Where a firm lists its own starting price or range, it appears on that firm's card on this page.
- Is a fractional CFO worth it for an advertising & marketing company?
- It can be when you need forward planning but not a full-time finance executive: cash is hard to predict, you are raising money or borrowing, a lender or investor wants regular reporting, or you are preparing to buy or sell. If your books are not current yet, a bookkeeper or controller may come first. No firm can promise a specific result, so ask what each one would do in the first 90 days.
- What's the difference between a fractional CFO and my CPA?
- A CPA usually prepares and files your taxes and looks back at what already happened. A fractional CFO plans forward: forecasts, cash, budgets, pricing and financing decisions. Some firms do both, but many fractional CFO firms do not do tax work, so ask each firm whether tax preparation is included or whether they work alongside your CPA.
- How do I compare fractional CFOs?
- Compare the scope of work, the hours included each month, the industries each firm works with, and references from clients like you. You can also use our quiz: Answer 7 quick questions and see up to 5 firms that fit you. Only the ones you pick hear from you.