CPA-Led Accounting & Fractional CFO Support in Portland, OR
Where Pacific Northwest innovation meets business—and your books need precision.
How we help Portland operators
Bookkeeping
- Accurate, up-to-date books for Portland businesses
- Monthly close + reporting you can trust
Operational Accounting & Financial Reporting
- Stronger accounting workflows tailored to Portland's business needs
- Audit/compliance readiness and cleaner documentation
Fractional Controller / Fractional CFO
- Cash flow planning + capital strategy for Portland operators
- Strategic leadership for growth and risk management
What we see in Portland
Portland has become a thriving hub for technology, creative services, and sustainable business. As companies grow in this innovative ecosystem, they need financial operations that support scaling and investor readiness. We help Portland operators maintain clean books and strategic financial clarity.
As Portland continues to attract investment and talent, businesses face increasing complexity in scaling their financial operations. We help you navigate this growth with clean books, clear reporting, and the financial clarity you need to make confident decisions—whether you're raising capital or optimizing burn rate.
- Scaling financial operations to match business growth
- Managing investor reporting and equity structures
- Navigating revenue recognition for SaaS and subscription models
- Building financial processes that support fundraising
- Ensuring accurate financial reporting for stakeholders
Industries we commonly support in Portland
We support modern technology businesses across the Portland metro area, bringing CPA-led expertise to help you maintain clean books and strong financial operations as you scale.
Who We Serve in Portland
From technology & software to professional services, Portland businesses share a common need: financial clarity that enables confident decision-making. Here's who we work with most often in the Portland market.
Founder-Led Businesses
Empowering leaders with financial clarity
We help founders move from reactive financial management to confident, data-driven leadership—without losing focus on the business they're building.
Startups & Growth-Stage Companies
Laying the foundation for sustainable growth
We work with early and scaling companies to establish clean books, disciplined reporting, and financial leadership that grows with the business.
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 Portland metro area and beyond.
Frequently asked questions
Do you work with Portland-based technology and creative services companies?
Yes. We support businesses across Portland's diverse economy, including technology, creative services, healthcare, and manufacturing. Our team understands the financial needs of growing businesses in the Pacific Northwest.
How do you help Portland startups with investor reporting?
We help early-stage and growth-stage companies maintain investor-ready books, prepare financial statements for board meetings, and build financial models that support fundraising efforts.
Do you serve businesses throughout the greater Portland metro area?
Absolutely. We work with companies across the Portland metro area, including Beaverton, Hillsboro, Lake Oswego, and beyond. Our remote-first approach means we can support your business regardless of your exact location.
What makes your approach different for Portland businesses?
We understand Portland's innovative business culture and the need for financial operations that support growth without adding bureaucracy. Our CPA-led team brings deep expertise in supporting scaling businesses.
Can you help with revenue recognition for subscription-based businesses?
Yes. We have expertise in SaaS revenue recognition, including ASC 606 compliance. We'll help you properly recognize revenue, manage deferred revenue, and ensure accurate financial reporting.
Recommended next steps for Portland teams
Explore how we can help businesses like yours, learn about our services, or dive into our process.
Founder-Led Businesses
Empowering leaders with financial clarity
Startups & Growth-Stage Companies
Laying the foundation for sustainable growth
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 Portland—without slowing down.
Let's discuss how Assay AI can help your business achieve its financial goals with precision and confidence.