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- Most firms selling CFO services don't have CFOs
Most firms selling CFO services don't have CFOs
CFO services could add value to your clients and bring new revenue to the firm. But there are crucial questions to ask yourself first before taking a CFO offer to market.
Alastair Barlow
October 31, 2026
Offering CFO services helps move a firm more upstream, away from compliance and bookkeeping and toward insight and advisory.
But CFO services are tricky to get right. They’re even harder to generate good margin from.
At flinder, CFO services were baked into our core proposition (our business was built with insight at the centre of everything we did). Would I take that route again if building another finance-as-a-service firm from scratch? I’m not sure. The unit economics just don’t make as much sense.