2026 Fractional CFO & Finance Consultant Growth Survey

I’m exploring a partnership with a marketing agency to help fractional CFOs and finance consultants attract new clients in 2026. Before I build anything, I want to understand what challenges you’re facing and whether this would actually help you. This survey takes less than 60 seconds. Thanks for your input.

Email*

1.Which best describes you?*

I run a fractional CFO practice (solo)

I run a fractional CFO firm (team of 2–20+)

I’m a finance consultant (freelance, firm owner, or contract work)

I’m planning to start a fractional CFO or consulting practice in 2026

Not a consultant or trying to be (PLEASE STOP TAKING THIS SURVEY)

2.What’s your biggest constraint right now? (select all that apply)*

Not sure how to start

Overreliance on referrals

Getting new clients consistently

I get leads but they're not qualified

Not enough time/capacity to serve more clients

Difficulty hiring qualified finance talent

Onboarding + developing talent

Pricing / packaging / positioning

Scaling operations / delivery

3.What would make the biggest impact on your finance business in 2026? (select all that apply)*

A predictable inbound pipeline of qualified prospects

Knowing exactly what to offer to close more clients

More authoritative thought leadership content

Done-for-you marketing + lead generation

Client fulfillment systems + capacity

Hiring + talent acquisition support

Cold outreach via email or DMs

Setting up or managing ads

I need help identifying my biggest opportunity

4.How many new clients would you like to add in 2026?*

1-2

3-5

6-10

11+

5.Would you be interested in being contacted about a pilot program to help you generate clients in 2026?*

Yes

Possibly, depends on details

Not right now

No, but I am open to help in other ways

6.If selected for the pilot program, how much would you feel comfortable investing to achieve your goals?

less than $500/month

$500-$1500/month

$1500-$3500/month

$3500-$5000/month

more than $5000/month

Not applicable