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CFOLogic
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CFOLogic provides outsourced and co-sourced finance support across accounting, taxation, compliance, financial planning and analysis, and strategy. The firm also advises on fundraising, valuations, mergers and acquisitions, and joint ventures.
CFOLogic is a finance services firm founded in 2010 that partners with businesses to simplify financial operations. It provides comprehensive support across accounting, taxation, compliance, financial planning and analysis (FP&A), and strategy, along with expertise in fundraising, valuations, mergers and acquisitions, and joint ventures. The firm operates in an outsourced or co-sourced capacity, acting as an extension of the client's team and taking ownership of the finance department.
Based in Sacramento, California, with an additional office in Pune, India, CFOLogic serves a range of clients including individuals and family offices, tech companies, and multi-national corporations. The firm's approach emphasizes simplicity and agile execution to deliver accessible solutions while balancing immediate needs with long-term goals. It has fewer than 49 employees and a minimum project budget between $1,000 and $10,000, with an average hourly rate of $25.
CFOLogic's services are centered on accounting and broader financial management. The firm's team brings experience in financial planning and analysis, taxation, compliance, and strategic advisory, enabling clients to focus on core operations while the firm handles financial functions. Collaboration is key to the firm's model, with a focus on understanding each client's business and industry to provide informed financial decisions.
Client feedback on Google averages 4.9 out of 5 from 65 reviews. Positive reviews highlight the team's professionalism, accuracy, and supportive work culture, while a few negative reviews mention communication challenges and a disputed tax filing invoice. Overall, the sentiment reflects strong technical expertise and client care, with isolated concerns about responsiveness and billing.
The firm's clientele spans individuals and family offices, tech companies, and multi-national companies, reflecting its ability to adapt services to different organizational scales. CFOLogic's partnership model is designed for businesses seeking reliable and innovative financial solutions to accelerate growth.
Services
- Accounting
- Taxation
- Compliance
- Financial Planning and Analysis (FP&A)
- Strategy
- Fund Raising
- Valuations
- Mergers and Acquisitions
- Joint Ventures
Industries Served
Team Size
Pros
- Professional and to-the-core service praised by clients
- Talented team with accurate and on-point responses
- Supportive work culture noted by a former employee
Cons
- Some clients reported poor communication and slow responses
- One client disputed a tax filing invoice as unexpectedly high
Client Review Analysis
Google reviews average 4.9 out of 5 from 65 reviews; positive comments highlight professionalism, accuracy, and support, while negative feedback mentions communication issues and a disputed invoice.