Insights

Strategic BI Focus CFO Solutions specializes in business intelligence, budgeting, and planning initiatives with a strong track record across multiple industries. This positions them well to upsell extended analytics, financial planning, and performance management engagements to mid-market and enterprise clients seeking integrated FP&A solutions.

Industry Experience Depth With over 100 years of combined consulting experience and a portfolio spanning healthcare, manufacturing, financial services, legal, technology, hospitality, and real estate, there are numerous cross-sell opportunities to expand services into clients’ adjacent business units and new verticals.

Awarded Partner Network Recent 2022 Partner Award recognition alongside notable firms enhances credibility for channel and referral opportunities. Leverage association to pursue collaborative deals, alliance-based engagements, and joint go-to-market programs with complementary firms.

Tech Stack Leverage Proficiency in IBM Planning Analytics and OneStream indicates readiness for large-scale planning and consolidation projects. Target clients using competing platforms for migration or optimization, offering migration, implementation, or optimization services to improve efficiency and reporting.

Mid to Upper-Market Fit Revenue range and employee scale suggest a focus on mid-market to upper-mid enterprise opportunities. Position CFO Solutions as a strategic partner for comprehensive FP&A, performance management, and financial process improvements to organizations seeking seasoned expertise without a Fortune 500-sized team.

Similar companies to CFO Solutions

CFO Solutions Tech Stack

CFO Solutions uses 8 technology products and services including HubSpot Analytics, Linkedin Insight Tag, HubSpot Content Hub, and more. Explore CFO Solutions's tech stack below.

CFO Solutions's Email Address Formats

CFO Solutions uses at least 4 email formats:
CFO Solutions Email FormatsExamplePercentage
First.Last@cfosolutions.comJohn.Doe@cfosolutions.com
94%
Last.First@cfosolutions.comDoe.John@cfosolutions.com
2%
Last@cfosolutions.comDoe@cfosolutions.com
3%
FLast@cfosolutions.comJDoe@cfosolutions.com
1%

Frequently Asked Questions

What is CFO Solutions's phone number?

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You can contact CFO Solutions's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is CFO Solutions's official website and social media links?

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CFO Solutions's official website is cfosolutions.com and has social profiles on LinkedIn.

How much revenue does CFO Solutions generate?

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As of August 2026, CFO Solutions's annual revenue is estimated to be $100M - $250M.

What is CFO Solutions's NAICS code?

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CFO Solutions's NAICS code is 5415 - Computer Systems Design and Related Services.

How many employees does CFO Solutions have currently?

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As of August 2026, CFO Solutions has approximately 114 employees across 4 continents, including North America, Europe and Asia. Key team members include Chief Executive Officer: P. S., Chief Information Officer: S. H. and President: A. G. Explore CFO Solutions's employee directory with LeadIQ.

What industry does CFO Solutions belong to?

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CFO Solutions operates in the IT Services and IT Consulting industry.

What technology does CFO Solutions use?

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CFO Solutions's tech stack includes HubSpot Analytics, Linkedin Insight Tag, HubSpot Content Hub, Anaplan, Hyperion, OpenAI, Miro and Piwik PRO Core.

What is CFO Solutions's email format?

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CFO Solutions's email format typically follows the pattern of First.Last@cfosolutions.com. Find more CFO Solutions email formats with LeadIQ.

When was CFO Solutions founded?

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CFO Solutions was founded in 2005.
CFO Solutions logo

CFO Solutions

IT Services and IT ConsultingMassachusetts, United States51-200 Employees

CFO Solutions is a mid-sized IT services and consulting firm based in Amherst, Massachusetts. It was founded by professionals who combine software development experience with Big 4 consulting and Corporate Controller/CPA backgrounds, and it prioritizes hiring practitioners with accounting and finance expertise who can implement the firm’s solutions. Collectively, the team accumulates more than a century of consulting experience serving Fortune 1000 companies across diverse sectors such as healthcare, manufacturing, insurance, banking, financial services, legal, public accounting, technology research, hospitality, and real estate. Projects range from on-site user support for a single location to full development and deployment of performance software for multinational organizations.

CFO Solutions centers on enhancing clients’ ability to collect, manage, and report financial and operational information, offering end-to-end services for business intelligence and budgeting and planning initiatives. The firm helps clients map out business processes, select appropriate technology, craft a solution roadmap, and execute the implementation with ongoing support. Its engagements span varied scopes and client sizes, reflecting work for both localized needs and global deployments. In 2022, CFO Solutions Group was recognized with a Partner Award, a distinction noted in 2023 coverage.

Section iconCompany Overview

Phone number
NAICS Code
5415 - Computer Systems Design and Related Services
Founded
2005
Employees
51-200

Section iconFunding & Financials

  • $100M - $250M

    CFO Solutions's revenue is estimated to be in the range of $100M - $250M

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