Finsightic provides accounting and monthly close, controller oversight, and fractional CFO services for startups and growing businesses in Buffalo and Western New York. Use one service alongside the team you already have, or bring them together as a coordinated finance function. We work remotely, with in-person meetings arranged at agreed venues when useful.
We work with the mix of businesses across Western New York, from family-owned operations on the East Side to fast-moving startups coming out of the region’s tech and university scene.
We know the businesses that grow here, professional services, trades and contractors, healthcare, manufacturers, hospitality, and the new wave of software and ecommerce companies across the region. Everything runs in your cloud accounting stack, so the work moves quickly, and kickoffs, quarterly reviews and board prep usually happen by video call, with in-person meetings available by arrangement.
Many owners come to us when the business has changed shape and the finance setup has not caught up with it. More moving parts, a longer list of questions, and a tax season that turns into a scramble. We take that off your plate, every account reconciled, a real monthly close, and statements you can actually read. And because controller and fractional CFO support sit on the same team, a company preparing for a loan, a buyout, or a growth push never has to go hunting for a second firm.
Choose accounting, controller or fractional CFO support according to the problem you need to solve. Use one service, or connect several responsibilities through the same team.
Every transaction coded, every account reconciled, and a real monthly close, so your books are accurate and current instead of months behind.
A clean P&L, balance sheet, and cash flow each month, formatted so you, your banker, or your CPA can actually use them.
Senior review on every close, variance analysis, and stronger internal controls, for when the numbers need to stand up to a lender or buyer.
Forecasting, cash planning, and financing support for businesses preparing for a bank loan, an acquisition, or a growth push.
We keep your books in clean, accrual-ready shape and coordinate with your local CPA before deadlines, so tax season stops being a fire drill.
Newly formed business? We set up your accounting platform, chart of accounts, and payment tools right from day one.
We work remotely with businesses across Buffalo and Western New York. Day to day the reconciliation, monthly close, reporting and reviews run in your cloud accounting stack, and kickoffs, quarterly reviews and anything a founder would rather talk through usually happen by video call, with in-person meetings available by arrangement.
A broad mix that reflects the WNY economy: professional services firms, contractors and trades, healthcare practices, manufacturers, restaurants and hospitality, and the growing set of software and ecommerce companies coming out of Buffalo. If your business is generating revenue and the books have stopped keeping up, we can almost certainly help, and we will tell you honestly on the first call if we are not the right fit.
Yes, and most clients keep their existing CPA. We are not a licensed public accounting firm and we do not file tax returns. What we do is keep your books clean and accrual-ready year-round, then hand your CPA exactly what they need before their deadlines and answer questions about the numbers. If you do not have a CPA, we can refer you to one in the Buffalo area.
Usually within days. We connect your accounting platform and bank feeds, review any open items from prior periods, confirm the chart of accounts, and run your first close at month-end. If the books need cleanup first, we scope that as a separate fixed-price project before we start, so you are never paying for ongoing work on top of books that still need fixing. Engagement terms are confirmed in your proposal.
We bill a fixed monthly fee, not an hourly rate, so there are no surprise invoices and no meter running every time you have a question. What you pay depends mainly on your revenue and transaction volume, plus things like multiple entities or inventory, so a small business pays less than a larger one. The simplest way to see a reasonable number for your situation is to use the estimator above, then we confirm a tailored quote on a short call. Engagement terms are confirmed in your proposal.
We work remotely with businesses across Buffalo, Amherst, Williamsville, Tonawanda, Orchard Park and the rest of Western New York, with in-person meetings available by arrangement at a mutually agreed location. Day to day the accounting, monthly close and reporting run in your cloud accounting stack, and most kickoffs and reviews happen by video call.
Get clean books and a monthly close from a team that knows Western New York. We reply quickly.