CPA-Led Accounting & Fractional CFO Support in Boston, MA
Where academic excellence meets financial sophistication—and your books need precision.
How we help Boston operators
Bookkeeping
- Accurate, up-to-date books for Boston businesses
- Monthly close + reporting you can trust
Operational Accounting & Financial Reporting
- Stronger accounting workflows tailored to Boston's business needs
- Audit/compliance readiness and cleaner documentation
Fractional Controller / Fractional CFO
- Cash flow planning + capital strategy for Boston operators
- Strategic leadership for growth and risk management
What we see in Boston
Boston is a world-class financial services, healthcare, and technology hub with deep roots in academia and innovation. As businesses operate in this sophisticated market, they need financial operations that meet the highest professional standards. We help Boston operators maintain clean books and strategic financial clarity.
As Boston continues to serve as a major business hub, companies need financial operations that provide clarity and control. We help you navigate this complexity with clean books, clear reporting, and the financial visibility stakeholders expect.
- Ensuring accurate financial reporting for stakeholders
- Managing multi-entity structures and complex organizations
- Navigating sophisticated accounting requirements
- Balancing operational efficiency with financial control
- Supporting strategic decision-making with financial clarity
Industries we commonly support in Boston
We support established businesses across the Boston metro area, bringing CPA-led expertise to help you maintain clean books and strong financial operations.
Who We Serve in Boston
From financial services to professional services, Boston businesses share a common need: financial clarity that enables confident decision-making. Here's who we work with most often in the Boston market.
Financial & Operational Management Teams
Strategic leadership for growth and control
We support leadership teams navigating complexity—bringing structure, clarity, and insight to financial and operational decision-making.
Accounting System Transformation Teams
Building modern financial infrastructure
We help businesses replace fragile, outdated accounting processes with scalable systems that support growth, accuracy, and strategic insight.
Private Equity Portfolio Companies
Accelerating value creation
From post-acquisition integration to exit readiness, we provide the financial rigor, reporting cadence, and leadership support PE-backed companies require.
Mergers & Acquisitions
Enabling successful business transitions
We support buyers, sellers, and leadership teams through transactions—ensuring financial readiness, clean data, and confident execution.
Nearby areas we serve
Our remote-first approach means we can support businesses throughout the greater Boston metro area and beyond.
Frequently asked questions
Do you work with Boston-based financial services and biotech companies?
Yes. We support businesses across Boston's diverse economy, including financial services, biotech, healthcare, and technology. Our team understands the financial sophistication required in this market.
How do you help Boston businesses with multi-entity structures?
We have experience managing financial operations across multiple entities, locations, and business lines. We'll help you maintain clean books, accurate intercompany accounting, and clear financial reporting across your organization.
Do you serve businesses throughout the greater Boston metro area?
Absolutely. We work with companies across the Boston metro area, including Cambridge, Somerville, Waltham, and beyond. Our remote-first approach means we can support your business regardless of your exact location.
What makes your approach different for Boston businesses?
We understand Boston's position as a world-class business center and the need for financial operations that meet the highest professional standards. Our CPA-led team brings deep expertise in supporting sophisticated business needs.
Can you help with financial reporting for corporate governance and stakeholder management?
Yes. Our fractional CFO services include preparing accurate financial statements, building financial models, and ensuring your books are clean and ready for board presentations, stakeholder reviews, or strategic planning.
Recommended next steps for Boston teams
Explore how we can help businesses like yours, learn about our services, or dive into our process.
Financial & Operational Management Teams
Strategic leadership for growth and control
Accounting System Transformation Teams
Building modern financial infrastructure
Private Equity Portfolio Companies
Accelerating value creation
Our Services
From bookkeeping to fractional CFO, services that scale with you
Our Process
How we work together to transform your financial operations
Get clarity in Boston—without adding overhead.
Let's discuss how Assay AI can help your business achieve its financial goals with precision and confidence.