Accounting and finance, unlocked.
Fractional support for your everyday needs and next big decisions.
Our services.
From the day-to-day details to the decisions ahead, start with what your organization needs.
Bookkeeping & accounting
Organized books, timely reporting, and a clear view of performance.
Learn more › StructureController support
Consistent processes, reliable month-end close, and clean reporting.
Learn more › DirectionFractional & interim CFO
Planning, cash flow insight, and financial leadership for growth.
Learn more › AssuranceAudit
Nonprofit and single audits, plus preparation so you're ready when the auditors arrive.
Learn more › ComplianceTax
Tax preparation and planning for businesses, and for RIA clients under the advisor's brand.
Learn more › DealsTransaction advisory
Fractional finance support for buyers, sellers, and the advisors who represent them.
Learn more ›Start with what your organization needs.
Tell us where things stand, and we build the plan from there.
Understand your priorities
What's working, what's falling behind, and what you want to accomplish.
Build a clear plan
Define the scope, priorities, and level of support that fit your organization.
Put it in motion
Your accounting and finance support begins, aligned to your goals.
Need accounting support without adding full-time overhead?
Flexible accounting and financial leadership for fractional, interim, and ongoing needs.
Tell us what you need- Books are behindCatch-up & cleanup
- Controller just leftInterim coverage
- Raising or sellingCFO & transaction prep
- Audit on the calendarAudit readiness
- Growing past QuickBooks basicsProcess & reporting
Client engagements.
A few of the organizations that turn to FirmKey.
A growing consumer health brand turned to FirmKey for ongoing accounting and finance support without adding a full-time hire. The engagement included managed accounting, fractional CFO support, budgeting and forecasting, financial modeling, and audit support.
A small private college came to FirmKey for reliable monthly reporting and senior finance oversight on a limited budget. Following a 30-day onboarding, the engagement included monthly accounting, financial reporting, payroll, financial modeling, and guidance and mentorship for the in-house finance team.
A home services company preparing for a sale turned to FirmKey for a sell-side Quality of Earnings analysis. The scope covered normalized EBITDA, margin and customer concentration, working capital, and add-back documentation, with support for buyer and lender questions through the exit.
Advise businesses on deals?
Bankers and M&A advisors use FirmKey as the accounting and finance resource for the companies they work with.
Accounting and finance support starts here.
Tell us what your organization needs and where things stand today.