On-Demand Finance and Accounting Support
for Startup Companies

We are a full-stack advisory services firm built to help Startup companies succeed. Our strength and experience in finance, accounting, and process development allows our clients to excel in managing their industry leading growth.

Trusted by Industry Leaders

CPA-CFO provides financial expertise for rapidly growing early-stage companies. We are the region's leading source of interim financial management specific to the startup industry.

Whether you are in need of an interim boost in expertise to handle an acquisition, assistance with an employee transition, or additional accounting support. CPA-CFO can help provide CFO strategy, financial analysis, and accounting to fill any gaps immediately. We’ll work with you to accommodate your specific needs, from short-term projects to ongoing support.

Bookkeeping Services
  • Transaction Processing
  • Bill Payments
  • Month-End Close
  • Payroll Services
  • Tax Reporting
  • Financial Reporting
Controller Services
  • Budgets & Forecasts
  • Cash Flow Projections
  • Dashboards & KPIs
  • Tax Compliance
  • Software Implementations
  • Process Development
CFO Services
  • Financial Models
  • Profitability Optimization
  • Pitch Decks & Investor Materials
  • Acquisition Diligence
  • Strategic Development
  • Contract Review

How it Works

Our team consists of the upper echelon of financial talent, ensuring you are partnered with a specialized expert.


By identifying your goals and pain points, our financial consultants discover your business's current people, process, and platform needs.


We match you to the exact financial services you need based on experience and technology fit.

Project Kickoff

We facilitate kickoff, and your team of experts provide continuous, on-demand support, and deliverables.

Ongoing Support

Our executives help you drive growth. We stay with you every step of the way.

Supported Software