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.
How we help
Our approach is tailored to the specific challenges and opportunities that family businesses face.
- Modernizing financial systems while respecting established processes
- Improving visibility across operations for confident decision-making
- Supporting succession planning with clean, organized financials
Why work with us?
- CPA-led team with deep industry expertise
- Services that scale with your business
- Remote-first approach with national coverage
- Transparent pricing with no surprises
Recommended services
Based on what we've seen working with family businesses, these services typically deliver the most value.
Fractional Controller / CFO
Cash flow planning, capital strategy, and executive-level financial insight.
Bookkeeping
Accurate, up-to-date books with monthly close and reporting you can trust.
Operational Accounting & Financial Reporting
Stronger accounting workflows, audit readiness, and cleaner documentation.
Where we commonly support teams like this
Our remote-first approach means we can support businesses nationwide. Here are some of the markets where we work with family businesses.
Other businesses we serve
Explore other types of businesses we work with.
Ready to bring clarity to your financials?
Let's discuss how Assay AI can help your business achieve its financial goals with precision and confidence.