What is CFO Hub?

CFO Hub (also known as CRI CFO Hub) is a San Diego-based fractional CFO, controller, and accounting services firm. They provide growth-stage companies with strategic financial leadership and back-office support, pairing experienced CPAs and MBAs with 15+ years of CFO experience with businesses across the revenue spectrum from $1M to $100M+. Their platform-agnostic approach works with QuickBooks, Xero, NetSuite, Sage Intacct, and custom ERP systems.

Who It's For

CFO Hub targets businesses with $1M to $50M in revenue, though they serve clients ranging from funded startups to $100M+ enterprises. Their typical customer is a CEO or founder who needs senior financial expertise on a flexible basis—someone who wants the strategic value of a CFO without the cost of a full-time hire.

The firm also appeals to companies that have outgrown a bookkeeper but haven't reached the scale where a full-time CFO makes sense. Their service catalog spans fractional CFO, controller, and accounting support, which means they can address both strategic and operational finance needs.

Companies seeking a dedicated team that becomes fully embedded in their operations may find CFO Hub's fractional model limits the depth of integration—they rotate fractional CFOs rather than assigning a permanent dedicated team.

Services Offered

CFO Hub's services span three tiers: fractional CFO, controller, and accounting support. The fractional CFO layer covers strategic financial planning, KPI development, cash flow management, budget creation, financial analysis, and investor relations support. Controller services provide oversight of the accounting function, financial reporting, and internal controls.

The accounting support layer handles day-to-day financial operations, likely in coordination with the client's existing finance staff or tools. Being platform-agnostic—working with QuickBooks, Xero, NetSuite, Sage Intacct, and custom ERP systems—means they can slot into most existing tech stacks rather than forcing a migration.

The broad service range is designed to support companies across growth stages, from early revenue through established enterprise.

Pricing & Plans

CFO Hub does not publicly disclose specific pricing on their website. Their pricing positions in the moderate range, and industry data suggests fractional CFO hourly rates typically run $200-$350 per hour. Monthly engagement costs likely range from $3,000 to $15,000 depending on scope and time commitment.

A discovery call is required to understand investment levels, which means prospective clients cannot self-qualify on cost before engaging in a sales process. For companies with defined budgets, this opacity is a friction point.

Key Strengths

The team qualifications are a genuine asset. All fractional CFOs carry CPA, MBA, or other advanced financial credentials with 15+ years of hands-on CFO experience. This is above the typical fractional CFO bar, which matters for companies with complex financial structures.

Platform agnosticism is a practical differentiator. Rather than forcing clients onto a specific accounting platform, CFO Hub works with QuickBooks, Xero, NetSuite, Sage Intacct, and custom ERP systems. This reduces migration friction and respects existing technology investments.

Fast onboarding—they claim companies can typically begin within one week of a discovery call—is valuable for businesses that need finance leadership quickly rather than after an extended implementation period.

Common Criticisms

The fractional model, by definition, means clients do not get a dedicated CFO who is fully embedded in their business. The rotating model may lead to less continuity than a dedicated team arrangement.

Pricing opacity is a recurring theme with fractional CFO providers, and CFO Hub is no exception. Without public rates, comparison shopping is difficult and sales cycles are longer.

While they claim to serve companies up to $100M+ in revenue, the infrastructure and team depth required for larger enterprises may stretch a fractional model. Companies at the larger end of their range should probe whether they will get dedicated senior attention or be assigned to a less experienced team member.

How It Compares to Eagle Rock CFO

CFO Hub and Eagle Rock CFO both provide fractional CFO and controller services with experienced finance professionals. The key difference is that Eagle Rock CFO operates as a complete outsourced finance office—outsourced accounting services, controller services, treasury, and CFO/FP&A—under one structured team rather than a rotating cast of fractional operators.

Eagle Rock CFO is built for established businesses ($5M–$50M revenue) that want one provider for their entire finance function, not just CFO-level advisory. The finance office model provides consistency and depth across all finance operations rather than a collection of service modules.

For companies that specifically want a senior fractional CFO with deep credentials and flexible hours, CFO Hub is a credible option. For businesses that need the full finance function managed comprehensively, Eagle Rock CFO's structure provides a different—and more complete—level of coverage.

Key Takeaways

  • CFO Hub is a San Diego-based firm providing fractional CFO, controller, and accounting services with a team of CPA/MBA-qualified professionals (15+ years CFO experience)
  • Platform-agnostic—works with QuickBooks, Xero, NetSuite, Sage Intacct, and custom ERP systems
  • Serves businesses from $1M to $100M+ revenue, targeting growth-stage companies that have outgrown a bookkeeper but aren't ready for a full-time CFO
  • Can typically begin within one week of a discovery call—fast onboarding compared to many competitors
  • Pricing is not publicly disclosed; fractional hourly rates in the $200-$350 range typically apply
  • Fractional model means clients may work with rotating CFOs rather than a dedicated, fully embedded finance team

Frequently Asked Questions

What size company is CFO Hub best suited for?

CFO Hub targets businesses with $1M to $50M in revenue, though they claim to serve companies up to $100M+ in revenue. Their ideal customer has outgrown a bookkeeper but isn't at the stage where a full-time CFO is justified.

Does CFO Hub provide dedicated CFOs or rotating fractional operators?

CFO Hub operates a fractional model, which typically means clients work with a rotating or part-time CFO rather than one dedicated full-time operator. Continuity may be more limited than a dedicated team arrangement.

What accounting platforms does CFO Hub support?

CFO Hub is platform-agnostic and works with QuickBooks, Xero, NetSuite, Sage Intacct, and custom ERP systems. No forced migration is required.

How quickly can a company start with CFO Hub?

According to their website, companies can typically begin within one week of a discovery call—faster onboarding than many fractional CFO providers.

What credentials do CFO Hub's fractional CFOs hold?

All fractional CFOs carry CPA, MBA, or other advanced financial credentials with 15+ years of hands-on CFO experience. This is a higher qualification bar than many fractional providers.

Does CFO Hub handle day-to-day bookkeeping?

Yes. Their service catalog includes accounting support alongside fractional CFO and controller services, covering both strategic and operational finance needs.

How does pricing work with CFO Hub?

Pricing is not publicly disclosed. Industry data suggests fractional CFO rates typically run $200-$350 per hour, with monthly engagement costs likely ranging $3,000-$15,000 depending on scope. A discovery call is required.

Where is CFO Hub located?

CFO Hub is headquartered at 4660 La Jolla Village Dr Ste 100, San Diego, CA 92122, and serves businesses nationally across the United States.

See our outsourced controller services and accounting services for what that includes.

Ready to find your finance partner?

Eagle Rock CFO offers a complete outsourced finance office for growing businesses—accounting, controller, treasury, and CFO/FP&A under one roof. If you want a dedicated team managing your full finance function rather than fractional hours from rotating operators, let's talk.