CPA-Led Accounting & Fractional CFO Support in Salt Lake City, UT
Where tech innovation meets mountain business—and your books need to scale.

How we help Salt Lake City operators
Bookkeeping
- Accurate, up-to-date books for Salt Lake City businesses
- Monthly close + reporting you can trust
Operational Accounting & Financial Reporting
- Stronger accounting workflows tailored to Salt Lake City's business needs
- Audit/compliance readiness and cleaner documentation
Fractional Controller / Fractional CFO
- Cash flow planning + capital strategy for Salt Lake City operators
- Strategic leadership for growth and risk management
What we see in Salt Lake City
Salt Lake City has emerged as a thriving technology hub with a strong startup ecosystem and growing presence of established tech companies. As businesses scale in this competitive market, they need financial operations that support rapid growth. We help Salt Lake City operators maintain clean books and investor-ready financial reporting.
As Salt Lake City 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 rapid growth
- Managing complex equity structures and investor reporting
- 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 Salt Lake City
We support modern technology businesses across the Salt Lake City metro area, bringing CPA-led expertise to help you maintain clean books and strong financial operations as you scale.
Who We Serve in Salt Lake City
From technology & saas to professional services, Salt Lake City businesses share a common need: financial clarity that enables confident decision-making. Here's who we work with most often in the Salt Lake City market.
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.
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.
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 Salt Lake City metro area and beyond.
Frequently asked questions
Do you work with Salt Lake City-based SaaS and technology startups?
Yes. We support businesses across Salt Lake City's tech ecosystem, from early-stage startups to established technology companies. Our team understands the financial complexities of scaling SaaS businesses and can help you maintain investor-ready books.
How do you help with revenue recognition for subscription-based businesses?
We have deep expertise in SaaS revenue recognition, including ASC 606 compliance. We'll help you properly recognize revenue, manage deferred revenue, and ensure your financial statements accurately reflect your business model.
Do you serve businesses throughout the Salt Lake City metro area?
Absolutely. We work with companies across the Salt Lake City metro area, including Park City, Provo, Lehi, and beyond. Our remote-first approach means we can support your business regardless of your exact location.
What makes your approach different for Salt Lake City tech companies?
We understand Salt Lake City's tech ecosystem and the unique financial needs of scaling startups. Our CPA-led team brings deep expertise in investor reporting, SaaS metrics, and the financial operations that support fundraising.
Can you help prepare financials for fundraising or due diligence?
Yes. Our fractional CFO services include preparing investor-ready financial statements, building financial models, and ensuring your books are clean and accurate for fundraising or potential exits.
Recommended next steps for Salt Lake City teams
Explore how we can help businesses like yours, learn about our services, or dive into our process.
Startups & Growth-Stage Companies
Laying the foundation for sustainable growth
Founder-Led Businesses
Empowering leaders with financial clarity
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 Salt Lake City—without slowing down.
Let's discuss how Assay AI can help your business achieve its financial goals with precision and confidence.