Finance and accounting, run for you and accelerated by AI
Seven services, one integrated team. Start where the bottleneck is, whether that is the books, the close, cash or a transaction, and add the rest as you grow. Every engagement includes access to our AI Finance Suite.
Free 30-minute consultation. No commitment required.
Every engagement includes
- A named CPA who owns your numbers
- A fixed monthly cadence and delivery dates
- AI applications on your live ERP data
- Board and investor-ready reporting
- Month-to-month terms after onboarding
Choose the support you need
Bookkeeping
Accrual bookkeeping, bank and card reconciliations and clean monthly financials, with AI handling the repetitive coding and matching.
Learn more Strategy, capital & board leadershipFractional CFO
A CPA-led CFO who owns your forecast, board reporting and capital strategy, part-time and without a full-time salary.
Learn more Faster, controlled month-end closeFractional Controller
An experienced controller who owns your close, controls and audit readiness, with a close cockpit that shows exactly what is blocking it.
Learn more Order-to-cash, run with precisionBilling & Collections
Invoicing, collections and cash application managed for you, with an AI billing agent and a customer-level cash forecast.
Learn more Procure-to-pay & treasuryProcurement
Purchasing, approvals, accounts payable and weekly payment runs, with DPO policy, PO controls and a 13-week cash forecast.
Learn more ERP, billing, spend & payroll systemsSystem Implementation Support
Selection, configuration, data migration and integration of the finance systems you run on, from ERP and billing to spend, equity and payroll.
Learn more Exits, financing rounds & diligenceMergers & Acquisitions
Sell-side and buy-side diligence, financing-round support and post-close integration, from a team that has been part of 10+ rounds and multiple exits.
Learn more Included with every serviceAI Finance Suite
Billing & collections, FP&A, month-end close and AP & cash applications built on your ERP, with AI embedded in the workflow.
Explore the suiteWhy companies choose ValuaCPA
Operator experience
We have sat in the CFO and Controller seat at venture-backed companies, not just advised from the outside.
AI built in
We build AI applications on your ERP data, so your team spends less time exporting and more time deciding.
Controls by design
Preparer and reviewer sign-offs, materiality thresholds and audit logs come standard.
Predictable pricing
Fixed monthly retainers scoped to your needs, with defined deliverables and dates.
From first call to closed books
Discovery consult
In a free 30-minute call we map your close, billing, payables and reporting, and the pain points that matter most.
Free · 30 minutesFinance roadmap
You get a scoped proposal: what we take off your plate, which AI applications fit, what it costs and what changes in the first 90 days.
Within a weekYour finance office, live
Books close on schedule, cash is visible every week, reports land on time, and a CPA stands behind every number you show investors.
OngoingFlexible ways to work together
Pricing is scoped to your entities, volume and reporting needs. We share a fixed proposal after your consult.
Monthly retainer
Ongoing bookkeeping, controller, CFO, billing or procurement support on a fixed monthly fee with a set delivery calendar.
- Month-to-month after onboarding
- Named CPA lead
- AI Finance Suite access
Build & operate
We connect your ERP, stand up the AI applications you need, then run your finance function on them every month.
- Assessment and roadmap
- App build on your real data
- Ongoing CFO or Controller
Project
Fixed-scope work: books clean-up, first audit readiness, a capital raise, or M&A diligence and integration.
- Fixed fee and timeline
- Clear deliverables
- Optional ongoing support
Ready to build your AI-enabled finance office?
Book a free 30-minute consult. We will map your close, cash and reporting workflows, show you the AI Finance Suite live, and outline what would change in your first 90 days.
- Free 30-minute consultation
- Month-to-month engagements
- Live walkthrough of the apps
- NDA available on request
