CPA-Led Accounting & Fractional CFO Support in Charleston, SC
Where historic charm meets business growth—and your books need organization.
How we help Charleston operators
Bookkeeping
- Accurate, up-to-date books for Charleston businesses
- Monthly close + reporting you can trust
Operational Accounting & Financial Reporting
- Stronger accounting workflows tailored to Charleston's business needs
- Audit/compliance readiness and cleaner documentation
Fractional Controller / Fractional CFO
- Cash flow planning + capital strategy for Charleston operators
- Strategic leadership for growth and risk management
What we see in Charleston
Charleston has experienced significant growth as a destination for businesses and professionals drawn to its quality of life and business-friendly environment. As companies establish and scale in this coastal city, they need financial operations that support growth. We help Charleston operators maintain clean books and strong financial visibility.
As Charleston continues to grow and evolve, businesses face increasing complexity in their financial operations. We help you navigate this growth with clean books, clear reporting, and the financial clarity you need to make confident expansion decisions.
- Keeping pace with rapid growth in a competitive market
- Managing expansion across multiple locations
- Navigating growth-related financial complexity
- Balancing cash flow during expansion phases
- Scaling accounting processes to support business growth
Industries we commonly support in Charleston
We support growing businesses across the Charleston metro area, bringing CPA-led expertise to help you maintain clean books and strong financial operations during expansion.
Who We Serve in Charleston
From technology & software to professional services, Charleston businesses share a common need: financial clarity that enables confident decision-making. Here's who we work with most often in the Charleston 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.
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We help businesses replace fragile, outdated accounting processes with scalable systems that support growth, accuracy, and strategic insight.
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.
Family Businesses
Preserving legacy while maximizing the future
We partner with multi-generational businesses to modernize financial systems, improve visibility, and support long-term continuity and stewardship.
Nearby areas we serve
Our remote-first approach means we can support businesses throughout the greater Charleston metro area and beyond.
Frequently asked questions
Do you work with Charleston-based technology and aerospace companies?
Yes. We support businesses across Charleston's growing economy, including technology, aerospace, healthcare, and logistics. Our team understands the financial needs of growing businesses in the Lowcountry.
How do you help Charleston businesses manage rapid growth?
We help businesses scale their financial operations to match their growth trajectory. We build the right financial processes—from clean bookkeeping to strategic CFO support—that scale with you without adding unnecessary overhead.
Do you serve businesses throughout the greater Charleston metro area?
Absolutely. We work with companies across the Charleston metro area, including Mount Pleasant, North Charleston, Summerville, and beyond. Our remote-first approach means we can support your business regardless of your exact location.
What makes your approach different for Charleston businesses?
We understand Charleston's growth trajectory and the unique challenges that come with scaling in a competitive market. Our CPA-led team brings deep expertise in supporting businesses through growth phases.
Can you help with cash flow planning for businesses experiencing rapid expansion?
Yes. Our fractional CFO services include cash flow planning and forecasting to help you navigate growth phases with confidence. We'll help you maintain financial clarity even as your business scales quickly.
Recommended next steps for Charleston 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
Accounting System Transformation Teams
Building modern financial infrastructure
Financial & Operational Management Teams
Strategic leadership for growth and control
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 Charleston—as you scale.
Let's discuss how Assay AI can help your business achieve its financial goals with precision and confidence.