CPA-Led Accounting & Fractional CFO Support in Burlington, VT
Where small business meets big potential—and your books need clarity.
How we help Burlington operators
Bookkeeping
- Accurate, up-to-date books for Burlington businesses
- Monthly close + reporting you can trust
Operational Accounting & Financial Reporting
- Stronger accounting workflows tailored to Burlington's business needs
- Audit/compliance readiness and cleaner documentation
Fractional Controller / Fractional CFO
- Cash flow planning + capital strategy for Burlington operators
- Strategic leadership for growth and risk management
What we see in Burlington
Burlington serves as Vermont's largest city and economic hub, with a thriving business community across technology, healthcare, education, and professional services. As companies grow in this tight-knit market, they need financial operations that provide clear visibility. We help Burlington operators maintain clean books and strategic financial clarity.
As Burlington continues to support a diverse professional services sector, businesses need financial operations that track utilization and profitability. We help you navigate this complexity with clean books, clear reporting, and the financial clarity you need.
- Scaling accounting processes as businesses grow
- Ensuring accurate financial reporting for stakeholders
- Managing diverse revenue streams across different business models
- Balancing operational efficiency with financial control
- Navigating growth-related financial complexity
Industries we commonly support in Burlington
We support service-based businesses across the Burlington metro area, bringing CPA-led expertise to help you maintain clean books and strong financial operations.
Who We Serve in Burlington
From technology & software to professional services, Burlington businesses share a common need: financial clarity that enables confident decision-making. Here's who we work with most often in the Burlington 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.
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.
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 Burlington metro area and beyond.
Frequently asked questions
Do you work with Burlington-based technology and healthcare companies?
Yes. We support businesses across Burlington's diverse economy, including technology, healthcare, education, and professional services. Our team understands the financial needs of growing businesses in Vermont.
How do you help Burlington businesses scale their finance function?
We start by understanding your current state and growth trajectory. Then we build the right financial operations—from clean bookkeeping to strategic CFO support—that scale with you without adding unnecessary overhead.
Do you serve businesses throughout the greater Burlington metro area?
Absolutely. We work with companies across the Burlington area, including South Burlington, Essex, Colchester, and beyond. Our remote-first approach means we can support your business regardless of your exact location.
What makes your approach different for Burlington businesses?
We understand Burlington's business community and the need for financial operations that provide clarity without adding complexity. Our CPA-led team brings deep expertise in supporting growing businesses.
Can you help with financial reporting for businesses preparing for growth or expansion?
Yes. Our fractional CFO services include financial modeling, strategic planning, and the clean financial reporting you need to support growth initiatives, fundraising, or strategic expansion plans.
Recommended next steps for Burlington 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
Financial & Operational Management Teams
Strategic leadership for growth and control
Family Businesses
Preserving legacy while maximizing the future
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 Burlington—client-focused.
Let's discuss how Assay AI can help your business achieve its financial goals with precision and confidence.