Empowering Growth for CFOs, CPAs, and VCs

Capacity & Service Offering Expansion

Increase your time to focus on client advisory while Finvisor handles the day to day lower-level bookkeeping and back-office tasks. When clients need help with a service you don’t offer, now you have a solution to provide that you can trust.

Revenue Share

Make more money without taking on more work. We provide a quarterly revenue share in perpetuity of our partnership for services your clients sign up for.

A Partner You Can Trust

Your trust is our top priority. We know to stay in our lane. You are your clients trusted Advisor so if there are services that overlap with you we make sure to not step on your toes.

Knowledge and Time Savings

We have helped startups with their financial planning and strategy for 10 years. Make sure your portfolio has a trusted advisor in their budgeting, forecasting and compliance needs. We fill the gap in their finance and back-office so they can focus on building their product.

Portfolio Discount

Provide your portfolio with a discount that helps their money go further. *We also pass through software discounts to help them save even more.

Accuracy and Compliance

Accurate, on-time, digestible and consistent reporting for your client and you. Make decisions timely on reliable financial reporting.

How We Help

Our experienced team will determine eligibility, calculate credits, and ensure compliance with relevant tax regulations. With proposed changes coming to Form 6765, our team is equipped to ensure your clients R&D analysis is compliant.

Revenue Share

Make more money without taking on more work. We will provide a support fee to you when clients engage in our R&D services.

A Partner You Can Trust

Your trust is our top priority. We know to stay in our lane. You are your clients trusted Advisor so if there are services that overlap with you we make sure to not step on your toes.