Finsightic gives Rochester companies a full finance function without the cost of building one in-house. We act as your small business accountant for bookkeeping, monthly close, controller oversight, and fractional CFO support, delivered remote-first from nearby Buffalo, so you get an Upstate New York partner who is close at hand and easy to reach.
Rochester has its own business character, a deep bench of engineering and optics talent, a strong base of healthcare and higher education, established manufacturers, and a steady flow of new ventures spinning out of the region's universities and incubators.
That mix produces companies with real complexity earlier than people expect: grant funding to account for, R&D spend to track, contracts that span fiscal years, and inventory or job costing that a generic bookkeeping setup handles poorly. We build the books around how the business actually runs, not a one-size template. For a Rochester founder or owner, that means financials that reflect reality, whether the question is project profitability, gross margin, or how much runway a grant actually buys.
Working from Buffalo puts us in the same region, same time zone, and with the same understanding of what it takes to build a company in Upstate New York rather than on the coasts. The relationship runs remote-first, which keeps your overhead low and our turnaround quick, and you reach your team by email, a shared workspace, or a quick call rather than a ticket queue. Many Rochester clients come to us when a long-time bookkeeper retires, when growth makes the spreadsheets unworkable, or when a bank or investor asks for financials the current setup cannot produce, and we take it from there with a clean close and reporting they can rely on.
Begin with dependable books and a real monthly close, then add controller and CFO depth as the business demands it, all from one team.
Transactions coded, accounts reconciled, and a disciplined monthly close, so your numbers are current and trustworthy instead of perpetually behind.
P&L, balance sheet, and cash flow each month in a format your bank, board, or CPA can put to work without re-keying anything.
For Rochester's manufacturers, contractors, and services firms, we set up job or project costing so you can see which work actually pays.
Senior review on every close, variance analysis, and tighter controls for when grant compliance or investor scrutiny raises the bar.
Forecasting, cash and runway planning, and financing support for companies raising capital, applying for grants, or planning expansion.
We configure your accounting stack, keep the books tax-ready, and coordinate with your Rochester-area CPA ahead of deadlines.
Yes, we are remote-first. We are based in Buffalo, in the same region and time zone as Rochester, so communication is quick and easy through email, a shared workspace, or a call. The work, reconciliation, close, reporting, and reviews, runs through secure cloud accounting, which is faster for you and keeps the engagement more affordable than a traditional downtown firm.
We work across the region's core sectors: manufacturers, optics and engineering firms, healthcare practices, professional services, and the technology and life-science ventures coming out of Rochester's universities and incubators. If your business has real revenue and books that have stopped keeping pace, we can likely help, and we will be candid on the first call if another setup would serve you better.
Yes, and it is common in the Rochester market. We set up your chart of accounts and tracking so grant funds, restricted spend, and R&D costs are separated and reportable, and we configure job or project costing where the business needs to see profitability by contract or engagement. That makes both compliance reporting and management decisions far easier than trying to reverse-engineer it from a generic P&L.
Yes, most Rochester clients keep their CPA, and we work alongside them. We are not a licensed public accounting firm and we do not file returns; we keep your books accrual-ready and hand your CPA clean records before their deadlines. Onboarding usually takes days, we connect your platform and feeds, review prior periods, and run the first close at month-end. If cleanup is needed first, we scope it as a separate fixed-price project. Engagements are month-to-month with no long-term contract.
We charge a fixed monthly fee rather than an hourly rate, so you never get a surprise invoice or pay extra just for asking a question. The fee is driven mainly by your revenue and transaction volume, with adjustments for things like multiple entities, grant tracking, or inventory, so a smaller business pays less than a larger one. The fastest way to see a reasonable number for your situation is the estimator above, and we then confirm a tailored quote on a short call. Engagements stay month-to-month.
We are remote-first and work with clients across the US through secure cloud accounting, so the day-to-day runs online rather than in person. Being based in nearby Buffalo means we share your time zone and know the Upstate New York market, and you can always reach us quickly by email, a shared workspace, or a call. That setup keeps the work fast and the engagement more affordable than a traditional downtown firm.
Get clean books and a monthly close from an Upstate New York team that knows the Rochester market. We reply the same day, or by the next business day.