Your Growing Business Needs
You focus on building your company and Finvisor will manage your day-to-day operations. We provide bookkeeping, CFO, tax services, and more.
Made for startups and small to medium sized businesses.
We work with companies just like yours
Back Office Solutions
THE ACCOUNTING, PAYROLL, AND CFO TEAM FOR THE MODERN BUSINESS
Our Core Services
Accounting
Our expert accounting services will handle your bookkeeping and accounting, providing clear financial insights for informed decision-making.
Accounts Payable & Receivable
Your Finvisor team helps you avoid cash flow problems by managing the daily accounts payable and receivable tasks. We handle everything from setting up vendors for payment to recording bills and processing payments, always with your approval. Paying your bills becomes a hassle-free process, ensuring your cash flow stays on track.
Compliance
Our dedicated compliance team is here to ensure your business’s compliance and tax obligations are meticulously organized, facilitating timely filing of your income and sales tax reporting needs.
CFO & Advisory Services
Whether you are reviewing term sheets, budgeting & forecasting for the next year, or negotiating a line of credit, bring in the experts who have done this before. Finvisor’s CFO & Advisory Team offers flexible and personalized support, from inception to exit.
Payroll, HR, & Benefits
Are you looking to build an irresistible benefits package that draws in top talent and keeps your current team happy, all while staying budget-friendly? Perhaps you’re a startup or an early-stage business seeking expert support in managing payroll and HR. Make Finvisor your all-in-one contact for your payroll, benefits, and HR needs.
R&D Tax Credit
Work with a specialized tax credit advisor to ensure you maximize your savings potential. Even if not profitable, receive up to $500k/year back from the government. We review eligibility, prepare an audit ready study, and help you claim this credit
A month in the life of Finvisor's Customers
You didn’t start a business to become an accounting or payroll expert. Focus on what matters; growing your business, closing your next deal, or building your software.Our services scale as you grow.
What sets us apart
Expertise and responsiveness you won't find anywhere else.Real-Time Communication
Get real-time immediate responses via Slack. If a fire comes up, we are here to put it out quickly.A Reliable Partner
Not remote or outsourced, a fractional part of your team. We fill out your Org Chart as you grow and your needs change.Affordable Pricing
Simple, consistent pricing. A fraction of the cost of a full-time hire with the benefits of a full team of experts.
When we say "you get a team" we really mean it. We have the personnel on hand to backfill your company's Org Chart, which saves you a lot of time and money.
Your Finvisor Partner Team
We work with platforms you already know and trust!
We offer deep discounts through our platform partnerships when you buy through us.Scalable software. Fully integrated.
Our Customers are talking
We're proud to have earned their trust and we'll be proud to earn yours too! Clear, comfortable real-time communication and fanatical attention to detail is how we win together.
“I have observed that Jodi is proactive, exceptionally intelligent, and extremely capable. She has proven to be a valuable asset to our cash flow, which is vital for a small business like XiO.”
COO – XiO, Inc
“The Finvisor team has been great. Our financials had been a mess since we opened and the Finvisor team cleaned them up and have been on top of every detail.”
Operations Manager – Flagship
“Unlike other firms that we have worked with in the past, they are exceptional listeners, provide sound and scalable advice, and always have our best interests at heart.”
Co-Founder – Kickfin
Let's chat
Get on our calendar for a free introductory call.Request a Quote
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