Finance, accounting & CFO services

Your finance team, on demand

FiscalAlly pairs experienced accountants and CFO-level advisors with modern technology, so your books close on time, your reporting is decision-ready, and your finance costs stay predictable.

Trusted by founder-led and growth-stage companies across the U.S.
Built on the tools you already use QuickBooks Xero NetSuite Bill.com Gusto Stripe Ramp
What we do

One partner across the full finance stack

From day-to-day bookkeeping to board-ready strategy, FiscalAlly delivers each layer of the finance function with senior expertise and a single point of accountability.

Bookkeeping & Accounting

Categorization, reconciliation, accruals, and monthly closes that produce reporting you can actually rely on.

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Fractional CFO Advisory

Forecasting, scenario modeling, fundraising support, and KPI design from operators who have sat in the seat.

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Billing, AP/AR & Payroll

Cash moves on time. We manage invoicing, collections, vendor bills, and payroll so leadership stays out of the weeds.

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Sales & Business Tax

Multi-state nexus, sales tax filings, and federal/state business tax handled with a planning mindset, not just compliance.

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Numbers that drive decisions

The metrics that actually move your business

A trial balance does not answer "should we hire?" or "can we afford to expand?" We build reporting around the levers your leadership team uses, with commentary that tells you what changed and why.

  • Monthly operating dashboards tuned to your business model
  • Variance analysis with plain-English explanations
  • Cash runway and 13-week cash flow forecasts
  • Unit economics, cohort margin, and channel profitability

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Reliable, on-schedule closes

Books closed by the eighth business day, every month

We run a documented close calendar with clear owners, dependencies, and review gates. You stop wondering when reporting will land - it lands when we said it would, with a written variance commentary.

  • Standardized close checklist, customized to your business
  • Reconciliations performed at the subledger level
  • Reviewer/preparer segregation built into every entry
  • Audit-ready workpapers from day one

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How it works

Onboarding designed to get out of your way

Most clients are fully transitioned within 30 days. We do the heavy lifting.

1

Discovery

A 45-minute conversation to understand your stage, systems, and goals. You'll leave with a written scope and a fixed monthly quote.

2

Onboarding

We connect to your accounting, payroll, and banking platforms, clean up your prior books if needed, and document your close calendar.

3

Ongoing Delivery

Monthly closes, reporting, and a working session with your dedicated lead. CFO advisory as needed, escalations same-day.

By the numbers

Senior expertise. Predictable cost. Real outcomes.

< 8 days
Average monthly close
50%+
Lower cost vs. in-house team
15+ yrs
Average controller experience
SOC 2
Controls-aligned operations
Why FiscalAlly

Built for operators, not check-the-box compliance

Senior accountants on every engagement

You work directly with a lead controller and an advisory partner - not a rotating bench of juniors who need supervision.

Fixed monthly pricing

No hourly clocks. Scope is agreed up front, with a clear path to expand into CFO advisory or special projects when you need it.

Tech-enabled, not tech-replaced

We pair automation with judgment. You get speed without giving up the reviewed, audit-defensible work that protects the business.

Ready for a finance function that runs without you?

Tell us about your business. We'll come back with a scope, a quote, and a 30-day onboarding plan.