CAAS
Accounting
Fractional CFO
Advisory
Financial
Reporting
Tax
Planning
Tax
Preparation
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.
Proactive Tax Advice
Finvera brings proactive tax advice to each engagement. Taxes generally play a part in the long-term goals for a client. Because of that, we take pride in bringing tax expertise to support our clients on the path to reaching their goals.
Lean Six Sigma Process Design
Finvera applies Lean Six Sigma methodology to financial processes. The result is fewer errors, faster reporting, and systems that scale with your business.
pain points
Your revenue is growing.
Your financial clarity isn’t keeping up.
This is what we hear from business owners every week.
It is exactly what Finvera’s tax and 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 CPA 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
Clients we serve
Built for business owners and individuals who want a partner
Finvera’s tax and accounting services are designed for business owners and individuals looking for proactive communication and support to help achieve their long-term goals. That focus is intentional.
- You want a strategic financial partner, not just someone to prepare a tax return and 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 Flathead County, Montana and want someone local or you are based in the United States and want a fully virtual partner
Alanna Weibert, CPA
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 services are falling short.
Accounting Health Check
We review your tax return, 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 tax planning, 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.
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 business owners looking to scale. 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?
Yes! Finvera works with business owners and individuals to prepare their tax returns and proactively prepare for their tax goals.
Blogs
7 Must-Track KPIs That Strengthen the Financial Foundations of Scaling Professional Services Firms
Most professional services firms track revenue. Some track profit. Very few track the numbers that actually explain why revenue is growing, whether that growth is sustainable, and how close the business is to a pricing, capacity, or profitability problem. You can hit $2M in annual revenue and still have no
Why Better Cash Flow Visibility for Businesses Turns Paper Profit into Real Financial Control
There’s a specific kind of frustration that hits business owners around month three of a growth streak. Revenue is up. You signed two new clients. The P&L looks healthy. And yet, you’re quietly postponing a hire you know you need because something about your cash position just feels off. Not
Outsourced Bookkeeping and Controller Services for Scaling Professional Services Firms
Your revenue crossed $2 million last year. You added three new team members in Q4. And somewhere between landing bigger clients and managing a growing team, your financial clarity completely disappeared. This isn’t about effort. Your bookkeeper is working hard. Your CPA shows up every April. But your financials tell