CFO Pro+Analytics Reviews (12), Pricing, Services & Verified Ratings

Expert Financial Leadership for Growth & Stability

CFO Pro+Analytics provides fractional and interim CFO services for founder-owned and growth-stage businesses. We deliver the financial leadership, infrastructure, and strategic clarity that growing companies need — without the cost of a full-time hire.

Our team brings 100+ years of combined experience across financial strategy, cash flow management, financial modeling, fundraising, FP&A, and business intelligence. We've raised $500M+ and closed 12 successful exits.

Min project size
$1,000+
Hourly rate
$200 - $300 / hr
Employees
10 - 49
Year founded
Founded 2021

Overview by:

Salvatore Tirabassi

Managing Director About the Team

Service Lines

Fractional CFO Services: 70%
BI & Big Data Consulting & SI: 15%
Finance & Accounting Outsourcing (FAO): 15%

Select Focus Area

BI & Big Data Solutions

Power BI & data solutions: 100%

BI & Big Data Focus

Marketing analytics: 50%
Data Visualization: 25%
Operations & process improvement: 25%

Fractional CFO Services

Business Cost Structuring: 25%
Cash Flow & Budgeting Management: 25%
Financial Decision-Making: 15%
Profit Maximization & Dividends: 15%
Financial Gap Analysis: 10%
Internal Financial Controls: 10%

Industries

Business services: 50%
Consumer products & services: 50%

Clients

Midmarket ($10M - $1B): 50%
Small Business (<$10M): 50%

Fractional CFO Services

Pricing Snapshot

Min. project size $1,000+

Avg. hourly rate $200 - $300 /hr

Rating for cost 5 /5

What Clients Have Said

CFO Pro+Analytics offers good value for cost, providing fractional CFO services and analytics. Clients report cost reductions of 15% and improved financial performance. Team size typically ranges from 2-5 members, with ongoing engagements reflecting strong project management and timely deliverables.

This summary is based on verified Clutch reviews.

Most Common Project Size

$50,000 - $199,999 based on 4 reviews

< $49,999 $50,000 - $199,999 $200,000 - $999,999 > $1,000,000

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CFO Pro+Analytics Review Insights

Overall Review Rating

5.0

Quality 5.0
Schedule 5.0
Cost 5.0
Willing to Refer 5.0

Top Mentions

Review Highlights

Professional Project Management

The team is noted for their professional and timely project management. They deliver on time, communicate effectively, and manage client expectations well, contributing to a smooth project execution.
Collaborative and Insightful Approach

Clients appreciate the collaborative nature of CFO Pro+Analytics, highlighting their ability to understand and integrate into various business areas, offering insightful and strategic guidance.
Proactive Communication Needs Improvement

While communication is generally effective, some clients noted that more proactive communication at certain stages could enhance the overall experience. This suggests an area for potential improvement.
Comprehensive Financial Reporting

CFO Pro+Analytics provides detailed financial reporting, which has improved accuracy and efficiency in clients' financial operations. Clients have seen significant reductions in manual reporting efforts and improved decision-making capabilities.
Strong Financial Expertise

Clients consistently praise CFO Pro+Analytics for their strong financial knowledge and expertise. They provide valuable insights and comprehensive financial solutions, making complex data understandable and actionable for businesses.
Effective Cost Reduction

CFO Pro+Analytics has successfully helped clients reduce costs, with reported savings of up to 15%. This has been achieved through strategic planning, KPI setting, and financial analysis, leading to improved business performance.

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CFO Pro+Analytics Reviews

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Accounting Business Consulting Financial Consulting
$200,000 to $999,999
Aug. 2025 - Mar. 2026

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Their ability to translate complex asset metrics into straightforward business guidance gave us a massive advantage."

May 25, 2026

Director of Operations, Meridian Medical Supplies

Sekseid Zumin

Medical
New York City, New York
51-200 Employees
Online Review

CFO Pro+Analytics provides financial advisory services for a medical supplies distributor. The team evaluates bookkeeping data, maps out cash flow bottlenecks, and develops financial forecasting sheets.

The engagement has significantly strengthened the client's financial health and increased their net profitability. CFO Pro+Analytics has a highly disciplined and seamless workflow. The team dives into the operational realities of the client's supply chain to find savings and business guidance.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Director of Operations of Meridian Medical Supplies

Describe what your company does in a single sentence.

Meridian Medical Supplies distributes high-grade diagnostic equipment and clinical tools to healthcare facilities across the Midwest.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CFO Pro+Analytics to accomplish?

Our distribution business was experiencing rapid growth, which made our inventory capital management and overhead cost analysis very difficult to track effectively. We brought in CFO ProAnalytics to serve as our strategic financial advisory partner.
Our main targets were to clean up our working capital cycles, design a more accurate system for tracking vendor profit margins, and provide our executive board with data-driven financial projections to safely plan our next warehouse expansion.

SOLUTION

How did you find CFO Pro+Analytics?

Referral

Why did you select CFO Pro+Analytics over others?

Pricing fit our budget
Referred to me

How many teammates from CFO Pro+Analytics were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The team at CFO ProAnalytics took complete charge of our corporate financial strategy. They began by evaluating our historical bookkeeping data and mapping out our cash flow bottlenecks.
From there, they developed comprehensive mid-term financial forecasting sheets and integrated unified accounting workflows. They monitored our monthly operational budgets, structured our year-end corporate tax preparations, and delivered clear executive summaries that simplified our corporate decision-making.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The collaboration delivered highly successful results that significantly strengthened our financial health. Their precise margin analysis allowed us to cut down unnecessary operational waste, increasing our net profitability by a clear margin. We managed to secure a major credit line from our lenders based entirely on the transparent financial models they prepared. Their insights gave our management team the clarity needed to execute our expansion plan without cash flow stress.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Their project management was highly disciplined, predictable, and seamless. They maintained a strict schedule with scheduled monthly updates and prompt email communication whenever issues emerged. They utilized secure, shared digital accounting environments, which made document transfers completely hassle-free. They never missed a financial reporting deadline and consistently demonstrated a high level of accountability.

What was your primary form of communication with CFO Pro+Analytics?

Virtual Meeting
Email or Messaging App

What did you find most impressive or unique about this company?

What sets CFO ProAnalytics apart is their deep commercial intelligence and practical approach to corporate finance. They do not just generate standard accounting balance sheets; they actually dive into the operational realities of our supply chain to find savings. Their ability to translate complex asset metrics into straightforward business guidance gave us a massive advantage that standard accounting firms cannot match.

Are there any areas for improvement or something CFO Pro+Analytics could have done differently?

Our experience with them has been entirely positive and highly productive. The initial data integration phase took slightly longer than anticipated due to our old messy spreadsheets, but their consultants resolved the issues with great patience and thoroughness. We have no complaints or areas of criticism and will gladly continue working with them.

RATINGS

5.0

Accounting Business Consulting Financial Consulting
$50,000 to $199,999
Dec. 2025 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They translate complex financial data into actionable business strategies that directly helped us scale our portfolio."

May 25, 2026

Managing Director, Real Estate Company

Anonymous

Real estate
Coello, Illinois
11-50 Employees
Online Review

CFO Pro+Analytics provides outsourced CFO services for a real estate company. The team has rebuilt financial forecasting models, optimized corporate tax structures, and established a financial reporting system.

Thanks to CFO Pro+Analytics' work, the client has secured bank financing for two major commercial acquisitions faster than expected. The team has a structured, professional, and reliable workflow. They are highly responsive, always meet deadlines, and handle inquiries professionally.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Managing Director of a real estate company

Describe what your company does in a single sentence.

Our company manages and optimizes commercial real estate investment portfolios across Texas.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CFO Pro+Analytics to accomplish?

As our real estate portfolio expanded, managing our cash flow forecasting, investor distributions, and complex tax modeling internally became a huge challenge. We hired CFO ProAnalytics to act as our outsourced CFO team. Our main objectives were to rebuild our financial forecasting models, optimize our corporate tax structures for multiple property assets, and establish a clear, institutional-grade financial reporting system for our private equity investors.
Build a better cost management system

SOLUTION

How did you find CFO Pro+Analytics?

Referral

Why did you select CFO Pro+Analytics over others?

Most experience with system transitions. Made us comfortable they could select the right approach.

How many teammates from CFO Pro+Analytics were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

CFO ProAnalytics took over our complete high-level financial operations. They conducted a deep financial audit of our current property assets and historical cash flows. Their team built fully customized, dynamic financial models that allowed us to run sensitivity analyses for future property acquisitions. They also managed our monthly bookkeeping reviews, structured our corporate tax planning strategy, and prepared detailed financial dashboards that we now use during our quarterly investor board meetings.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The outcomes have been exceptional and highly impactful for our business. Thanks to their rigorous financial modeling, we were able to secure bank financing for two major commercial acquisitions much faster than expected. Our cash flow efficiency has improved significantly, and our quarterly investor reports are now delivered with institutional precision, which has greatly increased investor trust. They saved our leadership team hours of manual financial tracking.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Their project management is incredibly structured, professional, and reliable. They established a consistent communication routine with monthly deep-dive financial reviews and weekly email updates. They utilized secure cloud dashboards like QuickBooks and shared portals, making data sharing completely seamless. They are highly responsive, always meeting financial deadlines, and they handle unexpected inquiries with absolute professionalism.

What was your primary form of communication with CFO Pro+Analytics?

In-Person Meeting
Virtual Meeting

What did you find most impressive or unique about this company?

What stands out most about CFO ProAnalytics is that they don’t just handle accounting; they think like strategic business partners. Their understanding of real estate financial metrics, combined with their sharp corporate advisory skills, gives them a massive advantage over standard CPA firms. They translate complex financial data into actionable business strategies that directly helped us scale our portfolio.

Are there any areas for improvement or something CFO Pro+Analytics could have done differently?

We are completely satisfied with the quality of their financial advisory services. During the onboarding phase, migrating our legacy financial spreadsheets took a little extra time, but their team managed the transition with great care and accuracy. We have no major areas for improvement to highlight and look forward to continuing our partnership with them.

RATINGS

5.0

Showing 11-12 of 12 Reviews

Our Story

We are CFO Pro+Analytics, a boutique fractional CFO firm delivering senior CFO leadership and integrated financial teams. We build investor-ready finance functions that create equity value, ensure due-diligence readiness, and establish a single source of truth. We offer cash‑flow management, FP&A, modeling, investor relation, BI/dashboarding and accounting implementations. Our seasoned team has extended runways, cut audit costs, improved sales productivity and closed funding rounds.

Meet the Team

Mr. Salvatore Tirabassi is a seasoned CFO and also brings a 15-year background as a partner in growth equity and venture capital funds. As a Fractional CFO, he brings a comprehensive background in financial strategy, financial modeling, analytics, da

What Sets Us Apart

3 Guiding Principles

We don't manage your finances. We build infrastructure that makes your business fundable and ready for whatever comes next. Three principles drive every engagement: Value Creation, Due Diligence Readiness, and Single Source of Truth.

Make you prepared

Most fractional CFO firms react to problems. We engineer against them. Our standard: any investor should walk in with 48 hours notice and be impressed. $500M raised. 12 exits. We've been in those rooms.

Professional finances

Founders are great at their business. Where they're exposed is the financial infrastructure underneath it. We fix that — clean, documented, and ready for any room. 100-plus years of experience behind every engagement.

Commonly Asked Questions

We advise for outcomes, not activity. Every engagement is anchored to shareholder value — Value Creation is a guiding principle, not a tagline. We don't generate reports to generate reports. Every recommendation connects to a specific financial or strategic outcome for the owner. Your financials will survive any room. Due Diligence Readiness is non-negotiable in how we build financial infrastructure. The standard we hold: any investor, acquirer, or lender should be able to walk in with 48 hours' notice and be impressed — not surprised. Most companies only find out their financials aren't deal-ready when a deal is on the table. We fix that before it becomes expensive. Everyone works from the same numbers. Single Source of Truth means we eliminate the version control problem — competing spreadsheets, disconnected systems, conflicting reports. Every stakeholder operates from integrated data. Decisions get made with confidence, not hedging. 100+ years of combined experience. Actually deployed. Our team has raised $500M+ and closed 12 successful exits. That's not background — that's the lens through which we evaluate every client situation. We've been in the rooms where these decisions get made. We build capability, not dependency. The goal is to leave clients operating at a higher level independently — not to be needed indefinitely. That means SOPs, knowledge transfer, and trained staff are built into every engagement scope from day one, not bolted on at the end.

We start before the work starts. Most firms jump straight into the financials. We don't. Discovery first. Before anything gets scoped, we align on what success looks like from every stakeholder's perspective — CEO, controller, accounting staff, board. We interview the people doing the daily work, because they know where the manual workarounds are and where the real risk lives. That intelligence shapes everything that follows. Scope of Work. No boilerplate. Built around your stage, your goals, and your most urgent financial needs. We document what's in scope and what's explicitly out — that's what prevents scope creep and protects both sides. Kickoff Call. 90 minutes. All key stakeholders. Priorities confirmed, deliverables defined, timeline locked. We establish governance here too — who gets informed, who gets consulted, who has decision authority. Getting that wrong early creates paralysis later. Systems Access. We move fast. Access to financial systems is granted immediately after kickoff. Delays get flagged and escalated — it's one of the biggest engagement risks and we treat it that way. Implementation. 4–8 weeks for initial deliverables, weekly updates throughout. SOPs get built alongside the work in real time — not retrofitted at the end. Ongoing Alignment. Regular cadence with founders and key stakeholders. Financial strategy stays ahead of the business, not reactive to it. One constant throughout: every process we build is held to the standard of whether it would satisfy a sophisticated investor or acquirer with 48 hours' notice. That's not aspirational — it's how we operate from day one.

Project Charter — the engagement's constitution. Scope, timeline, success criteria, and explicit exclusions all documented up front. When scope questions arise, the charter is the reference — not memory, not interpretation. SLAs built in from day one. Response times are set at kickoff: 24 hours for critical issues, 48 hours for routine questions. Delivery timelines for recurring deliverables are committed and held. Predictability for the client, protection for the team. RACI for every major deliverable. Who's Responsible, Accountable, Consulted, and Informed is documented — not assumed. Ambiguity breeds finger-pointing. We eliminate it early. Weekly rhythm. Status updates cover four things: what got done, what's next, blockers, and what we need from the client. 30–45 minutes max. Focused on decisions, not recaps. Deliverable tracking with visible accountability. Every deliverable has an owner, a due date, and a status. When something is at risk, it's visible early — not discovered at the deadline. Formal change order process. When scope evolves, we evaluate whether it reflects poor initial scoping (on us) or genuine new need (change order conversation). Small changes accumulate fast. We catch them before they double the engagement scope without adjusting fees or timeline. Escalation criteria defined in advance. Anything affecting timeline by more than a week, any stakeholder conflict impeding progress, any compliance concern — escalated immediately, not held for the next scheduled meeting. Monthly financial package as the anchor. Delivered consistently within an agreed window. Not just statements — commentary, variance analysis, and forward-looking recommendations. The numbers tell you what happened; we tell you what to do about it.

Our sweet spot is founder-owned and family-owned businesses between $1M and $100M in revenue that have outgrown their current financial infrastructure. By engagement type: Fractional CFO — ongoing strategic finance leadership without the full-time cost. Strategy, board reporting, investor relations, M&A advisory. Interim CFO — bridge during a transition or search. We step in immediately, stabilize, and hand off cleanly. Typically 3–9 months. Fundraising and investor readiness — companies preparing to raise capital or go through a transaction. We get the financials, models, and data room ready so nothing surprises a buyer or investor in diligence. QofE / sell-side readiness — EBITDA restatements, working capital normalization, data room preparation, buyer communications. Financial remediation and accounting cleanup — month-end close, chart of accounts, historical cleanup, ASC 606 compliance. FP&A and financial modeling — 5-year models, 13-week cash flow, budget-vs-actuals, scenario analysis, unit economics. By industry — where we have deep pattern recognition: Healthcare and medical practices, SaaS and technology, CPG and consumer brands, manufacturing and distribution, professional services, transportation. What signals a strong fit: Financials that haven't been built to withstand outside scrutiny. A capital raise, exit, or transaction on the horizon. A CFO departure or gap in financial leadership. A business that's growing but flying blind — no real reporting, no forecast, no visibility into cash. If any of those fit, it's worth a conversation.

It depends on what you're asking about, but here are the commitments we hold ourselves to across a typical engagement. Critical issues — 24-hour response. Anything affecting close, reporting, or a time-sensitive decision gets same-day attention. Routine questions — 48-hour response. Ad-hoc requests, analysis questions, and general inquiries. Strategic meetings — available with 48-hour notice. Monthly financial packages — delivered within 10 business days of month-end, provided your data sources have stood up to the quality levels required. Weekly cash flow reporting — delivered on a recurring weekly cadence throughout the engagement. Initial implementation — 8 to 12 weeks for first deliverables depending on scope, complexity, and how quickly we get systems access. These aren't aspirational targets. They get documented in the SLA at kickoff and held throughout the engagement.

Premier Verified means Clutch independently confirmed CFO Pro+Analytics is a legally registered business,
financially sound (Creditsafe: Low Risk), and backed by 8 verified client reviews averaging 5.0 stars.

Learn More

Verified Client Reviews: 8

Overall Review Rating: 5

Source: Clutch

Last Updated: September 3, 2026

Business Entity

Business Entity Name	SMT Management Partners, LLC
Source	Wyoming Secretary of State
Jurisdiction of Formation	Wyoming
Date of Formation	March 3, 2008
Status	Active
Last Updated	May 31, 2026
ID	2024-001437136

Credit Report Results

International Credit Risk Assessment	Low Risk
Source	Creditsafe
Last Updated	May 31, 2026

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Alopex

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Y S

CFO Pro+Analytics

(1)

Salvatore Tirabassi

Prudent Financial Solutions, Inc.

(1)

John Garcia

UFN | United Financial Network

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Additional Connections

(11)

CFO Pro+Analytics

Expert Financial Leadership for Growth & Stability

Overview by:

Services

Focus

Industries

Clients

Pricing Snapshot

What Clients Have Said

Most Common Project Size

Select a service to see pricing information

Reviews

CFO Pro+Analytics Review Insights

Overall Review Rating

Top Mentions

Review Highlights

Professional Project Management

Collaborative and Insightful Approach

Proactive Communication Needs Improvement

Comprehensive Financial Reporting

Strong Financial Expertise

Effective Cost Reduction

Reviews mentioning:

CFO Pro+Analytics Reviews

Financial Services for Medical Supplies Distributor

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

Outsourced CFO Services for Real Estate Company

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

About the Team

Our Story

Meet the Team

Salvatore TirabassiManaging Director

What Sets Us Apart

Commonly Asked Questions

How do you typically collaborate with clients?

What is your team's process like for onboarding new clients?

What is your project management process?

What types of projects is your team interested in taking on right now?

What is your turnaround time?

Verification

Business Entity

Credit Report Results

Contact

Connect with CFO Pro+Analytics on Social

Connections

Accordable, LLC

Alopex

CFO Pro+Analytics

Prudent Financial Solutions, Inc.

UFN | United Financial Network

Additional Connections