Small & midsize businesses

Accounting and finance support that fits your business.

Bookkeeping, controller, and CFO-level support for fractional, interim, and ongoing needs.

When companies come to us

Books are behind

Catch-up and cleanup so your numbers are accurate again.

Someone just left

Interim coverage while you decide what's next.

Outgrowing the basics

Better processes, reporting, and month-end close.

Big decision ahead

Raising capital, selling, or planning growth.

Audit or lender request

Financials ready for review.

Flexible by design.

Get the level of support your business needs today, and adjust as it changes.

  • FractionalA few hours a week or days a month
  • InterimCoverage during a transition
  • OngoingSteady support as you grow

Start with what your business needs.

Tell us where things stand, and we build the plan from there.

Step 1

Understand your priorities

What's working, what's falling behind, and what you want to accomplish.

Step 2

Build a clear plan

Define the scope, priorities, and level of support that fit your business.

Step 3

Put it in motion

Your accounting and finance support begins, aligned to your goals.

Client engagements.

A few of the businesses that turn to FirmKey.

Consumer health brand

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.

Multi-location operator

A multi-location operator came to FirmKey for clear visibility into cash across its locations and entities. The engagement included a consolidated 12-month cash flow forecast, a debt covenant tracker, and ongoing monthly forecast management with best, base, and worst-case scenarios.

Defense technology

A defense technology company turned to FirmKey to get investor-ready. The engagement included monthly accounting and investor financials, fractional CFO cash flow forecasting, a review of equity and convertible notes reconciled to the cap table, and an investor-ready data room.

Accounting and finance support starts here.

Tell us what your organization needs and where things stand today.