Practice 01
Financial Advisory
Institutional rigor at the speed your business actually moves.
CPA-led financial consulting for startups, scaling companies, and those navigating complex transactions. We bring institutional rigor with the speed your business actually needs.
Who it's for
- Pre-Series A through Series C founders building out their finance function
- Operators preparing for an acquisition, sale, or capital raise
- Teams whose existing CPA can't move at the cadence the business requires
What you get
- Fractional CFO engagement, scoped to your stage and burn
- Three-statement models, board decks, and investor-ready financials
- Tax structuring across entities, transactions, and high-net-worth principals
- Diligence support — buy-side or sell-side — with full data room ownership
The AI layer
Built into the engagement, not bolted on.
- Custom models that ingest accounting exports and surface anomalies in seconds, not days
- Scenario planning across hundreds of variables to stress-test fundraising and burn
- Continuous reconciliation against bank, payroll, and ledger sources
Frequently asked
Do I need to switch off my existing accounting stack?
No. We layer on top of QuickBooks, NetSuite, Xero, or whatever you already run. The AI tooling reads from your books — it doesn't replace them.
Are engagements monthly or project-based?
Both. Fractional CFO work runs monthly. M&A and tax-structuring engagements are typically project-priced.
Who actually does the work?
A licensed CPA leads every engagement. The AI accelerates analysis; it does not sign your tax return.
Engage Saph.ai
Bring this practice to your business.
A principal will scope the engagement and respond within one business day.
Get Started
Ready to work with intelligence?
Whether you're scaling a startup, navigating a transaction, or building your digital presence — let's talk.
Or reach us directly at hello@saph.ai