1
Start
Startups
Pre-seed to Series A
Clean books, compliant taxes, basic controls—so your first serious investor doesn't flinch.
The accounting firm that isn't one.
Most firms sell you a service. Tax. Bookkeeping. A fractional CFO for a few hours a month. We built something else: a platform of specialized practices that work as one integrated finance function.
The Office of the CFO, without the org chart.
Accounting & Bookkeeping
Controller Services
Fractional CFO
FP&A
Tax Strategy
[Alt. hero] More expertise than one firm can offer.
Numera is built as a platform of specialists, not a generalist practice.
Accounting
Tax
Fractional CFO
Strategic Finance
Finance for every stage of the business journey.
2
Scale
SMBs
Growth stage & established businesses
Dashboards, cash forecasting, CFO oversight—so growth doesn't outrun cash.
3
Steward
PE & Mid-Market
Portfolio companies & family offices
Reporting and controls built for board-level and transaction scrutiny.
The Platform Advantage
A network of specialists, working as one
Collective Scale
Access the depth of a 400-person finance operation without the overhead. Our platform connects you to specialized expertise across accounting, tax, FP&A, and CFO advisory—all through a single relationship.
Explore ServicesDeep Specialization
Each member firm brings focused expertise—startup finance, mid-market transactions, public sector, owner-led businesses. You get practitioners who understand your specific context, not generalists learning on the job.
Meet Our FirmsTechnology + Judgment
Modern systems handle the routine. Senior professionals handle the decisions. Our approach combines best-in-class tools with experienced practitioners who know when the numbers need a human eye.
See How We WorkCFO-level thinking.
Without the CFO-level payroll.
Serious financial guidance used to be reserved for companies that could afford a full finance org. We're changing that.
Eight specialized practices. One integrated platform. Your business gets tax, accounting, and CFO advisory that actually talk to each other—so nothing falls through the cracks and no one's working with half the story.
Tax
Accounting
One Platform
CFO Advisory
Strategic Finance
CFO-level guidance isn't just for companies with CFO-level budgets.
What We Do
Finance capabilities across the full spectrum
From daily bookkeeping to board-level strategy, our member firms deliver specialized expertise at every stage of growth.
Accounting & Bookkeeping
Clean books, timely closes, and financial clarity that scales with your business.
Controller Services
Operational finance leadership—AP/AR oversight, cash management, and internal controls.
Fractional CFO Advisory
Senior financial leadership for strategic decisions, fundraising, and board-ready reporting.
FP&A & Strategic Finance
Forecasting, scenario planning, and the financial models that drive informed decisions.
Tax Strategy
Proactive tax planning and compliance support that protects value and minimizes exposure.
Our Network
Specialized expertise, one platform
Each member firm brings deep focus in their domain. Together, they cover the full range of finance needs—from startup to mid-market, private to public sector.
myStartUpCFO
Venture-Backed Startups
Startup finance experts with deep experience across SaaS, marketplaces, and tech. Board-ready reporting and fundraising support.
Hollywell Partners
Technical Accounting & Transactions
Senior-led technical finance trusted by private equity and acquisitive companies. Quality of Earnings and complex transaction support.
Aber CPA
Service Businesses & SMBs
High-touch accounting and tax strategy for service businesses and owner-led companies seeking a trusted partner.
Cilliers Accounting
Regional SMB Advisory
Relationship-driven advisory for small and mid-sized businesses. People-first approach with deep local trust.
James Vincent Group
Public Sector Finance
High-trust, high-visibility finance for public safety organizations. Specialized expertise in fire districts and government entities.
CeFO
Fractional CFO Leadership
Senior CFO judgment for complex, founder-led organizations. Strategic finance leadership without a full-time hire.
Let's talk about what's next for your finance function
Book a 30-minute conversation to discuss where you are, where you're headed, and how we might help you get there.
Book Your ConsultationGrowth Partner: Backed by Astira Capital Partners
Astira Capital Partners
Insights
Perspectives on modern finance
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AI & Automation
How AI is reshaping the accounting profession—and what it means for growing companies
The tools are getting smarter. Here's how to think about adoption without losing the human judgment that matters.
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Fractional CFO
When does a startup actually need a CFO? A practical framework
Not too early, not too late. The signals that suggest it's time for senior finance leadership.
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Growth Stage
The mid-market finance gap: Why growing companies outgrow their accountants
Between startup scrappiness and enterprise infrastructure lies a challenging transition. Here's how to navigate it.
01
Financial clarity creates courage.
When founders truly understand their numbers—not just the reports, but what they mean—they make bolder decisions. Finance shouldn't be a source of anxiety. It should make everything else clearer.
02
The best companies deserve great financial partners before they can afford them.
The growth stages where financial leadership matters most are exactly when it's hardest to build in-house. That gap shouldn't determine who gets to scale.
03
We build for the long term.
Our platform exists because we're not trying to be everything to everyone. We're trying to be the right thing for companies that are growing, for as long as they're growing.
Ready to transform your finance function?
Whether you need daily bookkeeping or strategic CFO advisory, we'll match you with the right expertise from our network of specialized firms.