Real-time books. A CPA in your corner.
We keep your books current in Digits, confirm your transactions with you every week, and turn the numbers into decisions you can make with confidence.
CPA-led · 10+ years ofbig-firm experience
Stop waiting weeks for financial clarity.
Your books live in Digits, an AI-native accounting platform, and stay current as your transactions come in. We review them, confirm them with you, and explain what they mean, so the numbers you see are numbers you can act on.
No month-end wait
See where cash stands today instead of waiting for a month-end close.
Confirmed with you every week
You get your own transactions each week and answer by email or a quick voice note.
Explained by a CPA
Monthly reporting with the context behind the numbers, and what to do next.
Big-firm strategy, sized for where you are.
Know your runway, and be ready when investors ask.
- Budgets and forecasts
- Investor and funding presentations
- Clean books from day one
Track every dollar by program, and report with confidence.
- Program and grant tracking
- Board-ready financial reports
- Weekly voice confirmations
See cash clearly and plan the next move.
- Cash flow and budgeting
- Real-time dashboards
- Systems that run without you
“We give you the answers you need about your numbers so you have the clarity to lead.”
The Financial Smith was built on a simple belief: startups, nonprofits and small businesses deserve the same high-level strategy as major corporations.
Start with a free 15-minute consultation.
Talk through what you need with a CPA and find out whether a plan or a project fits. Have a specific question? Book a 20-minute session for $99.