Company lists · Data refreshed September 2026

Top 25 Cfo consulting firms based in Boston, United States

Name: Cfo consulting firms based in Boston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 72 companies tracked

RevenueBase identified 72 cfo consulting firms headquartered in Boston, United States as of September 2026 and tracks 1,029 professional contacts across them, including 550 with verified work emails. Across the United States, New York is the largest hub for this category (318 companies); Boston has 72.

This list covers cfo consulting firms headquartered in Boston, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 27, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 27, 2026 86% judged on-target in blind review

72Companies

1,029Contacts tracked

550Verified emails

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The 25 largest cfo consulting firms based in Boston, United States

Ranked by team size

Top 25 of 72 cfo consulting firms based in Boston, United States, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to cfo consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Wolf & Company, P.C	Indirect evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	201-500	558 contacts →
	Indirect evidence “Wolf & Company P.C.” Source: RevenueBase Database · checked Sep 27, 2026
2	Walter Shuffain	Indirect evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	51-200	99 contacts →
	Indirect evidence “Walter Shuffain is known for its commitment to helping private businesses and the affluent reach their ideals in the Boston and New England area.” Source: RevenueBase Database · checked Sep 27, 2026
3	Floyd Advisory LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	11-50	42 contacts →
	Partial evidence “FLOYD ADVISORY is a consulting firm providing financial and accounting expertise in areas of SEC reporting, transaction advisory, investigations and compliance, valuation and…” Source: RevenueBase Database · checked Sep 27, 2026
4	Juna Financial Solutions LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	11-50	22 contacts →
	Partial evidence “Juna Financial Solutions provides a range of outsourced accounting and finance services, from routine bookkeeping to CFO services.” Source: RevenueBase Database · checked Sep 27, 2026
5	LEE & Crowley, LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	11-50	20 contacts →
	Indirect evidence “Recently recognized for the third consecutive year on the Boston Business Journal's Fast 50 list of the 50 fastest growing private companies in Massachusetts, Lee & Crowley is a…” Source: RevenueBase Database · checked Sep 27, 2026
6	Mello Consulting Group	Partial evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	11-50	16 contacts →
	Partial evidence “High impact solutions for the office of the CFO.” Source: RevenueBase Database · checked Sep 27, 2026
7	Roundtable Strategy Advisors	Partial evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	51-200	13 contacts →
	Partial evidence “We are seasoned professionals within the consulting field and former C-Suite executives who know what it takes to get the job done efficiently and on-time.” Source: RevenueBase Database · checked Sep 27, 2026
8	The Michel-Shaked Group	Partial evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	11-50	12 contacts →
	Partial evidence “The Michel-Shaked Group provides corporate finance, expert testimony, and business consulting services to law firms, government entities, and corporations worldwide.” Source: RevenueBase Database · checked Sep 27, 2026
9	Vilms Consulting, LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	1-10	12 contacts →
	Partial evidence “Vilms Consulting provides Accounting, Advisory and Training Services.” Source: RevenueBase Database · checked Sep 27, 2026
10	Global Atlantic Partners LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	11-50	11 contacts →
	Partial evidence “Bridging Excellence and Opportunity* Founded in 2002, Global Atlantic Partners is a global leader in financial consulting and outsourcing, dedicated to empowering businesses…” Source: RevenueBase Database · checked Sep 27, 2026
11	Solaris	Indirect evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	11-50	10 contacts →
	Indirect evidence “At Solaris we listen to our clients to understand their concerns, compression and pain points.” Source: RevenueBase Database · checked Sep 27, 2026
12	Ventura CFO	Partial evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	1-10	7 contacts →
	Partial evidence “Ventura is a new type of accountant, specifically designed for businesses that don’t want, don’t need or cannot afford a traditional full-time CFO.” Source: RevenueBase Database · checked Sep 27, 2026
13	Navera Group, LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	1-10	7 contacts →
	Partial evidence “Navera Group, LLC provides interim CFO and Controller services to middle market companies throughout the US.” Source: RevenueBase Database · checked Sep 27, 2026
14	KLR CFO Advisory Outsourcing	Partial evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	1-10	5 contacts →
	Partial evidence “KLR CFO Advisory + Outsourcing is an affiliate company of KLR, one of the largest CPA Firms in the Country.” Source: RevenueBase Database · checked Sep 27, 2026
15	Samatix Bookkeeping & Consulting, LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	1-10	3 contacts →
	Indirect evidence “Your Financial Planner At Samatix, we specialize in delivering meticulous financial services to help Entrepreneurs and Small businesses thrive.” Source: RevenueBase Database · checked Sep 27, 2026
16	Denice Sakakeeny & Associates LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	1-10	3 contacts →
	Indirect evidence “I believe that understanding the story behind a business is just as important as the numbers it produces.” Source: RevenueBase Database · checked Sep 27, 2026
17	BT Capital Group	Partial evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	1-10	3 contacts →
	Partial evidence “BT Capital Group is a boutique, full-service Investment Bank and Consulting firm based in Boston, MA and Los Angeles, CA.” Source: RevenueBase Database · checked Sep 27, 2026
18	Harborside Advisory	Partial evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	1-10	2 contacts →
	Partial evidence “Harborside Advisory is an accounting advisory firm that specializes in providing clients with accounting consulting services and assisting with full-time placement needs.” Source: RevenueBase Database · checked Sep 27, 2026
19	Summit CFO Services, INC	Partial evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	1-10	2 contacts →
	Partial evidence “At Summit CFO Services, our purpose is to help businesses realize their potential through empowering financial leadership.” Source: RevenueBase Database · checked Sep 27, 2026
20	JGM Advisors LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	1-10	2 contacts →
	Indirect evidence “At JGM Advisors, we have been in your shoes as owners and we can answer yes to all the questions above.” Source: RevenueBase Database · checked Sep 27, 2026
21	Forethought Finance	Partial evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	1-10	2 contacts →
	Partial evidence “Forethought Finance provides fractional CFO, accounting, and bookkeeping services for SaaS startups and other businesses that are looking to scale.” Source: RevenueBase Database · checked Sep 27, 2026
22	Baystate Advisors Group LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	1-10	2 contacts →
	Indirect evidence “Baystate Advisors Group helps technology startups and growing small businesses gain financial clarity through outsourced bookkeeping, accounting, tax, and advisory services.” Source: RevenueBase Database · checked Sep 27, 2026
23	Globe Matrix Consulting LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	1-10	2 contacts →
	Partial evidence “Established in 1998, Globe Matrix Consulting is a boutique financial management consulting firm focused on providing financial support to private equity firms, venture-backed…” Source: RevenueBase Database · checked Sep 27, 2026
24	Prosperity Analytics	Partial evidence	Boston, United StatesHQ checked Sep 27, 2026	1-10	1 contacts →
	Partial evidence “Prosperity Analytics provides strategic consulting services for businesses aspiring to grow and place structure around financial operations.” Source: RevenueBase Database · checked Sep 27, 2026
25	CFO Consulting Group, INC	Strong evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	1-10	1 contacts →
	Strong evidence “In 1997, Mark Zuroff founded the CFO Consulting Group to provide experienced C-level management services, as well as, support in the financial, administrative and leadership…” Source: RevenueBase Database · checked Sep 27, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: cfo consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names cfo consulting firms.
Partial evidence: Its own public description names part of cfo consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name cfo consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 72 cfo consulting firms based in Boston, United States

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Cfo consulting firms based in Boston, United States at a glance

As of Sep 27, 2026

53.4%Verified-email coverage

14.3Average contacts per company

1-10Median size (employees)

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than for Boston, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 72 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among cfo consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Boston, United States whose own description of what they do matches “cfo consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names cfo consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among cfo consulting firms, and records with no verified work email. Companies headquartered outside Boston are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 550 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Cfo consulting firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names cfo consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many cfo consulting firms are there based in Boston, United States?

RevenueBase identified 72 cfo consulting firms headquartered in Boston, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Wolf & Company, P.C, headquartered in Boston, tops this list with the largest team on record.

Which city in the United States has the most cfo consulting firms?

New York leads the United States with 318 headquartered companies, followed by Atlanta (169) and Houston (167). Boston has 72.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 550 verified decision-maker contacts tracked across these 72 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.