“The engagement is signed. But access, documents and next steps all live in my inbox.”
Who takes thisA finance-savvy executive assistant
Fractional CFO StaffingYou bring the judgment. We bring the team behind it.
Finance-savvy executive assistants and CPA-certified accountants from Latin America and India, working inside your process, under your review, and under your name. So you can serve more clients without carrying every task yourself.
~48hto your first
CPA-vetted profiles
CPA-vetted profiles
30 dayszero-invoice
if it is not the fit
if it is not the fit
~10 daysfrom first call
to onboarding
to onboarding
At a Glance
What is fractional CFO staffing?
Fractional CFO staffing gives a CFO firm dedicated support staff who work behind the scenes, so the partner’s hours go to advice instead of preparation. Simpalm Staffing places finance-savvy executive assistants, senior accountants, controllers, and FP&A analysts from Latin America and India, working inside your systems and under your firm’s name.
Tap a row for the full note. It stays on this page.
| Built for | |
|---|---|
| Roles | |
| Where they work | |
| Vetting |
We’re not here to replace the CFO. We’re here to make sure the CFO never has to do everything alone.
Partner, not competitor
Your clients stay your clients.
We are not a CFO firm and never will be. Our people work inside your systems, under your direction and your brand. We never market to your clients or step between you and them.
Where Growth Gets Stuck
Your clients pay for your judgment. Your week goes to everything else.
Most fractional CFOs don’t have a talent problem. They have a capacity problem. Read the three sentences below. If one sounds like your Tuesday, that is where we start.
“I know what the numbers mean. I just don’t have hours to reconcile them every month.”
Who takes thisA senior accountant or controller
“I could take on three more clients. I just can’t do three more clients’ worth of prep.”
Who takes thisA team that grows with your book
When the CFO does everything, the practice can only grow as fast as one person can work.
How We Help
Tell us what’s slowing you down. We’ll find the right person.
Most CFO firms don’t need a list of job titles. They need the right person. Sometimes two. So we don’t start with roles. We start with your week.
Open a card for the full role brief
Finance-savvy executive assistant
Not a typical EA. Someone who understands the question when a client asks where their close stands.
Senior accountant · controller · FP&A
Hands on the numbers behind your advice, prepared for your review before a client sees them.
We start with your week
We look at where your hours go, then recommend. Often one person. Never a role you don’t need.
You may have searched for
Finance Executive AssistantExecutive Assistant to the CFOClient Success CoordinatorStaff AccountantSenior AccountantAccounting ManagerControllerFractional ControllerFP&A AnalystCPAChartered Accountant (CA)CAS StaffVirtual CFO Support
You don’t have to know which one. That’s our job. A Clear Line
Your team does the work. You own the judgment.
This is how every great firm has always worked. The team prepares. The partner decides. We simply make that team possible for a practice of any size.
Your Simpalm Staffing team handles
- Month-end close and statement preparation
- Forecast models, dashboards and variance drafts
- Calendars, meetings and follow-up
- Onboarding, document requests and CRM
- Client coordination you approve
You keep
- Review and sign-off on every deliverable
- Interpretation and recommendations
- The client relationship and every conversation about advice
- Tax, audit, legal, fiduciary and investment matters
- Final decisions and professional obligations
You spend your hours where the client feels them most. In the room, giving advice.
Simpalm Staffing provides staffing. We do not provide financial, tax, audit, legal, fiduciary, or investment advice. Our professionals work under the direction and review of your firm, which remains responsible for all advice and final deliverables.
Why LATAM & India
We didn’t pick these regions because they were cheap.
We picked them because they produce disciplined, well-trained accounting and finance professionals. For a CFO firm, that means people who understand the numbers behind your advice.
Latin America
Colombia, Mexico, Brazil, Argentina. Rigorous public accounting training and your time zone.
India
Chartered Accountants with deep U.S. GAAP bench strength, working your business day.
How we choose
Both regions work your day. So we match on the work itself.
Case Study · Fractional CFO Services Firm
He grew his firm without ever lowering the standard his clients expected.
Every client email, report, and follow-up ran through the founder. We placed a U.S. CPA-certified professional to own client communication and execution behind the scenes. The clients never noticed a change in quality. The founder got his days back for business development.
My clients trust me because of the standard I hold. The hardest part of growing was finding someone who could hold that same standard without me in the room. Simpalm Staffing found that person. My firm grew. The standard never moved.
17 yrsof experience, 8 to 10 of them with U.S. companies
1hire to start, working behind the scenes
0client emails that still need the founder
How We Partner
We listen first. Then we find the right person.
Four steps, and the decision is yours at every one of them.
- 1First callUnderstand your practice
How your firm runs, where your hours go, and what must stay with you.
- 2Our adviceRecommend the right fit
Often one finance-savvy person. We define the work, tools and review points together.
- 3Within 48 hoursCPA-vetted profiles
Our in-house CPA practice manager interviews every candidate first.
- 4By day 10You choose. They start.
You interview and decide. Start with one client or workflow, then grow.
Not a Replacement Guarantee
If it doesn’t work out, you never see an invoice.
Most staffing companies send a replacement after you have already paid for the first person. We do it differently. If within the first 30 days the person isn’t the right fit, for any reason, we don’t send an invoice at all. Not a credit. Not a discount. No bill.
You take the interview. We take the risk.
FAQ
Questions fractional CFOs ask us.
Answers open right here. No new tab.
Do you work with outsourced CFO, virtual CFO, and CAS firms?
Yes. Whatever your firm calls it (fractional CFO, outsourced CFO, virtual CFO, or client advisory services), the model is the same. You own the judgment. We provide the team behind it.
What work should a CFO firm hand off first?
Start with work that is recurring, rule-based, and easy to review: document requests, onboarding checklists, reconciliations, and month-end prep. Keep anything that needs interpretation, a recommendation, or a conversation about advice. A simple test: if you would review it before it reaches a client, your team can prepare it.
What does a controller do that a senior accountant doesn’t?
A senior accountant prepares the work: reconciliations, entries, and statements. A controller owns the process: the close calendar, internal controls, review of the accountant’s work, and consistent reporting across entities. Many firms start with a senior accountant and add a controller once several clients run on the same close.
What is the difference between a U.S. CPA and an Indian Chartered Accountant?
A U.S. CPA is licensed by a U.S. state board. India’s Chartered Accountant (CA) is a separate qualification with deep training in accounting and audit, but it is not a U.S. CPA license. Some professionals hold both. We share each candidate’s credentials, including anything still in progress, so you can decide what the work requires.
Will my clients know I use Simpalm Staffing?
That’s your choice. Our professionals work under your firm’s name and process, the same way an in-house team member would.
Why hire a person instead of using AI?
Our professionals use AI daily for the routine work, like categorization, reconciliation matching, and first-pass review. AI speeds that up. A person still reviews every number that reaches you, and knows when a client’s question needs you.
How do you protect my clients’ financial data?
Every professional signs an NDA, and we follow secure onboarding and access practices, with permissions matched to the role. Your firm sets permissions, approved systems, review points, and access-revocation procedures.
Grow your practice.
Keep your name on the work.
You earned your clients’ trust. Let us help you earn the time to serve more of them.