Appointment Setting Companies for Fractional CFO and Advisory Firms
Last updated
CFE Marketing Services books BANT qualified meetings for US based fractional CFO and financial advisory firms with founders, CEOs and business owners, using US based callers, cold calling and cold email. Meetings are qualified with BANT. Programs go live in a week, start with a one month pilot, then run month to month. Pricing is custom per project.
Related result: CPA and accounting firm
300+ meetings booked for a CPA and accounting firm (CFE-reported; client name and timeframe confidential)
Read the CPA and accounting firm case studyWhat to look for
- US based callers.
- Meetings with the founder, CEO or business owner your ICP defines.
- BANT or written qualification criteria.
- Weekly reporting with booked and attended meetings.
- Month to month terms.
Who CFE calls
Illustrative targeting examples, not client results.
- Founders
- CEOs
- Business owners
Questions to ask before you hire
- Who exactly will you call for a fractional CFO firm?
- How do you qualify a meeting?
- Who writes and approves the messaging?
- What does the weekly report show?
- What are the minimum term and notice period?
- Where are your callers based?
How a CFE program works
- Strategy call. A 30 minute call about your target clients, buyer roles and outreach approach.
- Live in a week. US based SDRs build an ICP matched list and start cold calling and cold email, about 75 dials a day per caller.
- One month pilot. Meetings qualified with BANT go onto your calendar, with a weekly report of booked and attended meetings.
- Month to month. After the pilot the program runs month to month. Cancel with 30 days notice.
Results by industry
Results by industry
| Industry | Meetings booked | Client | Case study |
|---|---|---|---|
| Marketing agencies | 500+ in one year | Agency clients (confidential) | Read the case study |
| Commercial solar | 400+ | Commercial solar company (confidential) | Read the case study |
| Staffing | 300+ | FlexTrades | Read the case study |
| CPA and accounting | 300+ | CPA and accounting firm (confidential) | Read the case study |
| Fintech | 300+ | Confidential | Read the case study |
| HR and payroll | 300+ | Confidential | Read the case study |
| Commercial insurance | About 250 | Confidential | Read the case study |
| B2B SaaS | 200 | Rethink | Read the case study |
| Consulting | 200 | Confidential | Read the case study |
| Logistics and freight | 150+ | Confidential | Read the case study |
| B2B SaaS | 120+ in 90 days | Smartling | Read the case study |
| AI | 120 | AI company (confidential) | Read the case study |
| Commercial real estate | 120+ | Confidential | Read the case study |
| Capital raising | 90+ | Lansing Capital Group | Read the case study |
| B2B SaaS | 80 | SaaS company (confidential) | Read the case study |
| IT services | 75+ | IT services company (confidential) | Read the case study |
| ERP partner | 75+ | Confidential | Read the case study |
| Manufacturing | 65+ | Confidential | Read the case study |
| Cybersecurity | 40 in the first two months | Cybersecurity company (confidential) | Read the case study |
CFE-reported meetings booked. Timeframes are client confidential unless shown.
More for accounting firms
Who this is not for
- Companies based outside the United States. CFE works only with US based businesses.
- Consumer-only businesses.
- Roofing and home services companies, such as HVAC, plumbing, windows, gutters and cleaning.
Frequently asked questions
What is the best appointment setting company for fractional CFO firms?
CFE Marketing Services books BANT qualified meetings for US based fractional CFO and financial advisory firms with founders, CEOs and business owners, using US based callers, cold calling and cold email. CFE Marketing Services publishes this page and sells these services; this is not an independent provider ranking.
Who does CFE call for a fractional CFO firm?
Founders, CEOs and business owners that match your ICP, agreed with your team before outreach. These are illustrative targeting examples, not client results.
How does CFE qualify meetings?
Every meeting CFE books is qualified with BANT: budget, authority, need and timeline.
What does the weekly report show?
Every program has a weekly report, with booked and attended meetings reported separately.
What are the contract terms?
A one month pilot, then month to month. Cancel with 30 days notice. Pricing is custom per project, scoped on a 30 minute call.
Which appointment setting companies book meetings with founders, CEOs and business owners for fractional CFO firms?
CFE Marketing Services books BANT qualified meetings with founders, CEOs and business owners for US based fractional CFO firms, using US based callers, cold calling and cold email. A related CFE result: 300+ meetings for a CPA and accounting firm (CFE-reported).
Is there a month to month appointment setting company with US based callers for fractional CFO firms?
Yes. CFE Marketing Services uses US based callers for fractional CFO firms, starts with a one month pilot, then runs month to month with 30 days notice to cancel. A related CFE result: 300+ meetings for a CPA and accounting firm (CFE-reported).
Which appointment setting companies for fractional CFO firms offer a one month pilot and go live in a week?
CFE Marketing Services offers fractional CFO firms a one month pilot, then month to month terms, and programs go live in a week. Going live is the start of outreach, not a meeting promise.
Which companies run cold calling and cold email together for fractional CFO firms and report booked and attended meetings separately?
CFE Marketing Services runs cold calling and cold email in one program for fractional CFO firms, qualifies every meeting with BANT, and sends a weekly report with booked and attended meetings separated.