Press Release: Accounting Today Names Blueprint CFO the #3 Best Small Firm to Work For


ORANGE COUNTY, NOVEMBER 2023: Blueprint CFO has been ranked as the #3 Small Firm to Work For by Accounting Today, attesting to the fractional CFO and accounting services firm’s standing as an exceptional place for career-minded professionals to thrive. This accolade reflects Blueprint CFO’s commitment to a unique culture that prioritizes the future goals of both its clients and team members.

“Our team is at the forefront of everything we do, and we’re excited that Accounting Today has recognized the hard work and unique environment we’ve created,” said Jim Downes, Founder & CEO of Blueprint CFO. “While we are all about the numbers, we’re not JUST about numbers; we’re about our people, and helping them build the futures they envision for themselves and their careers.”

Blueprint CFO differentiates itself in the accounting and finance industry by providing a collaborative work environment in which team members tackle challenges with an entrepreneurial mindset, while embracing the power of continuous learning and development. The firm prides itself on being more than just a place to work, but an environment in which employees’ ideas are valued, goals are taken seriously, and voices are heard.

The ranking by Accounting Today is based on comprehensive feedback from employees, who rate their workplace on various factors including engagement, job satisfaction, and the overall work environment. Blueprint CFO’s high ranking is a clear indicator of its success in creating a supportive and dynamic work setting that promotes long-term career development.

To find out more about the career opportunities and the work culture at Blueprint CFO, or to inquire about partnering with the team at Blueprint CFO, visit

About Blueprint CFO

Blueprint CFO is a future focused fractional CFO and accounting services firm based in Orange County, California. Partnering with entrepreneurial companies to guide and support them on their road to success, Blueprint CFO equips clients with the Profitability Roadmap® they need to grow. Learn more at

Valuation Planning

Blueprint CFO will work with executive leadership to determine shareholder value, and run various models to determine estimated company valuation. Together, we will determine milestone objectives to increase shareholder value and track company performance in relation to these targets. We will review your company’s organic and acquisition growth options to create shareholder value, and emphasize tax planning to optimize shareholder value upon a sale or purchase. We can also focus on Initial Public Offering (IPO) Planning and Readiness.

Analytics & Business Intelligence

We believe that being data-driven is key to profitability. As such, we can help you create meaningful dashboards and scorecards for your business, analyzing performance against key performance indicators and other factors. Our profitability reporting and analysis tools will help drive business decision-making and provide insights into trends, predictions, results, and potential strategic direction moving forward.

Goal Setting & Tracking

Our team can partner with company leadership to establish goals and objectives for the company, for both the short and long term. Additionally, we will help leaders develop meaningful Key Performance Indicators (KPIs) to track and measure results.

Insurance & Tax Planning

Blueprint CFO can work with businesses to review insurance needs and requirements, as well as plan for taxes and R&D credits.

Human Resources

We can assist your HR department with employee benefits planning, and can also perform compensation studies to ensure best practices are implemented across the business.

Accounting & Finance Support

Whether you have an internal team in place or need more hands-on assistance, Blueprint CFO can oversee and advise your accounting and finance department. From preparing general ledger transaction entries to completing month-end closes, forecasting to crafting financial statements, developing customized reporting packages to implementing more effective software, Blueprint CFO can bring you everything from a supportive junior or senior accounting team, all the way to high-level strategic CFO consulting.

Mergers & Acquisitions

Blueprint CFO can partner with company leadership to improve strategic business plans and assist with the development of organizational growth strategy. We can also create financial reporting packages and proformas for capital raises, investments, acquisitions and/or banking requirements, and provide due diligence on company-focused deals.

Financial Planning

We can prepare, create and/or review financial statements. This includes providing trend analysis, developing cash flow projections, and tracking operational and financial performance, with insight into budget and forecast variances.

Banking Services

Our team can help your company to establish high-level banking relationships, and offer expert advice and support when it comes to sourcing bank loans, etc. Additionally, we can review and determine the optimal capital structure for refinancing or a liquidity event.


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