CPA
QBO ProAdvisor
Lean Six Sigma Certified
CAAS Accounting & Certified Public Accountant Services
That Drive Business Decisions
Finvera delivers integrated CAAS accounting, financial reporting, and fractional CFO advisory for professional services firms.
One relationship. Everything your finances need.
- 100% virtual, nationwide delivery
- Strategic advisory, not just compliance
- Lean Six Sigma–driven financial processes
Free Accounting Health Check
Is your accounting holding your business back?
Get your free 30-minute accounting review — no obligation, no tax talk.
10% off onboarding
for new clients who book a discovery call this month.
CAAS Accounting
Fractional CFO Advisory
Financial Reporting
KPI & Metrics Tracking
Month-End Close
pain points
Your revenue is growing.
Your financial clarity isn’t keeping up.
This is what we hear from professional services owners every week.
It is exactly what Finvera’s CAAS accounting model is built to fix.
01 “My books are always behind. I never know where I actually stand.”
02 “My accountant just files taxes. Nobody’s helping me grow.”
03 “I need CFO-level thinking. I can’t justify a $200K salary.”
04 “My reports don’t tell me what decisions to make.”
The Finvera Model
This is not bookkeeping.
It is your financial infrastructure.
Finvera’s CAAS accounting model is built for $1M to $5M professional services firms that have outgrown basic bookkeeping but do not need a full-time CFO.
One integrated engagement. Everything included.
One integrated service
CAAS accounting.
What is actually included.
Client Accounting and Advisory Services (CAAS) is a fully integrated financial model, not a collection of separate services. When you work with Finvera, everything is delivered together by one accountant who understands your business.
This is fundamentally different from hiring a bookkeeper for one task and a CFO for another. Finvera’s certified public accountant services connect your day-to-day accounting directly to your long-term strategy.
Financial
Foundations
Financial Reporting
& KPI Tracking
Fractional CFO &
Strategic Advisory
Lean Six Sigma
Process Design
Industries we serve
Built for professional services firms ready to scale
Finvera’s client accounting and outsourced CPA advisory services are designed for a specific type of business. That focus is intentional. Explore the industries we serve.
- You run a professional services firm such as consulting, agency, legal, financial, or healthcare
- Your revenue is between $1M and $5M and you are actively managing growth
- You want a strategic financial partner, not just someone to keep the books tidy
- You use QuickBooks Online, or you are ready to move and want a certified QBO ProAdvisor managing your setup
- You need the full financial picture, not isolated pieces of accounting
- You are based in the United States and want a fully virtual partner
Alanna Weibert, CPA
Why Finvera
Not just your CPA. Your financial partner.
Three things set Finvera apart from traditional CPA firms and outsourced providers.
CPA with Real Advisory Depth
Finvera goes beyond compliance. Alanna Weibert, CPA, brings real financial leadership to every engagement. Not just your books, but your business model, decisions, and growth.
QBO ProAdvisor Embedded
As a certified QBO ProAdvisor, Finvera does more than use QuickBooks Online.We configure and optimize it for your business so it becomes a financial intelligence tool, not just a system for recording transactions.
Lean Six Sigma Process Design
Finvera applies Lean Six Sigma methodology to financial processes. The result is fewer errors, faster month-end close, and systems that scale with your business.
How it works
From scattered numbers to strategic clarity
Finvera’s onboarding process is built to get your financial infrastructure right from day one.
Free Discovery Call
A 30-minute call to understand your business, your goals, and where your current accounting is falling short.
Accounting Health Check
We review your books, QuickBooks setup, and reporting gaps. You receive a clear written assessment of your financial infrastructure.
Custom CAAS Proposal
A tailored engagement covering financial foundations, reporting, and advisory, aligned to your stage and goals.
Onboard & Launch
We optimize your QuickBooks setup, complete your first month-end close, and begin advisory. You are running on accurate numbers from day one.
“For the first time in five years of running this business, I actually know what my numbers mean — and what to do about them. That’s what Finvera’s client accounting services gave me.”
— Principal, Professional Services Firm · $2.4M Revenue
Free accounting health check
Is your accounting infrastructure ready to scale?
Download our free diagnostic checklist and book a complimentary 30-minute call with Alanna to review your results. First-time clients receive 10% off onboarding.
No obligation. No tax services. CAAS accounting and CFO advisory only.
FAQs
Frequently asked questions about CAAS accounting.
Get clear answers to common questions about CAAS accounting, working with Finvera, and what to expect.
What is CAAS accounting?
CaaS accounting stands for Client Accounting and Advisory Services. It is an integrated model that combines bookkeeping, financial reporting, and CFO advisory into one service. Instead of separate providers, everything works together to give you accurate numbers and better business decisions.
How is CAAS accounting different from traditional CPA services?
Traditional CPA services focus on compliance such as tax filings and year-end reporting. CAAS accounting goes further by providing ongoing financial reporting, KPI tracking, and advisory. The goal is to help you make decisions, not just stay compliant.
Do you provide bookkeeping services?
Finvera includes all core accounting functions such as transaction coding, reconciliations, and month-end close as part of one integrated service. We do not offer standalone bookkeeping because our model is designed to deliver the full financial picture.
Who is Finvera best suited for?
Finvera works with professional services firms such as consultants, agencies, legal, financial, and healthcare practices. Most clients have between $1M and $5M in revenue and are actively managing growth.
Do I need a full-time CFO to work with you?
No. Finvera provides fractional CFO advisory as part of the service. You get senior-level financial guidance without the cost or commitment of hiring a full-time CFO.
What software do you use?
Finvera works primarily with QuickBooks Online. As a certified QBO ProAdvisor, we configure and optimize your system so it supports accurate reporting and better decision-making.
How long does onboarding take?
Onboarding timelines depend on the condition of your current books, but most clients are fully set up within a few weeks. The goal is to get your financial infrastructure clean and reliable as quickly as possible.
Do you work with clients outside your local area?
Yes. Finvera operates as a fully virtual firm and works with clients across the United States.
What do I get from the free accounting health check?
You receive a review of your current books, systems, and reporting. We identify gaps, risks, and opportunities, and provide clear recommendations on how to improve your financial infrastructure.
Do you offer tax services?
No. Finvera focuses on CAAS accounting and CFO advisory only. This allows us to stay focused on financial clarity, reporting, and strategic decision support. That said, Alanna’s background in tax means she speaks the language fluently — so she can act as a bridge between you and your tax CPA, ensuring nothing gets lost in translation. And because your books are clean, categorized, and current, tax season becomes significantly faster and less painful for everyone involved.