What Executive Allies does

Executive Allies is a privately held strategic accounting firm headquartered in Eagle, Idaho, with a secondary consultation office in Boise. Founded in 2020 and operating with roughly 10 professionals including co-founders Sharon Poppell, CPA (CEO) and Nate Schrandt (CFO), the firm provides subscription-based accounting, controller, and fractional CFO services to small and mid-sized businesses across the United States, with primary market focus on Idaho's Treasure Valley. The service is structured around three subscription tiers—Green Circle (Financial Foundation), Blue Square (Scalable Control), and Black Diamond (Strategic CFO Partnership)—plus a la carte offerings such as M&A assistance, ERP conversion oversight, and technical accounting memos.

The firm's technology stack is built around QuickBooks Online as the core accounting platform, augmented by Fathom for financial reporting and dashboards, Ramp for expense management and bill pay, Bill.com for AP/AR automation, Expensify for reimbursements, HubSpot CRM for pipeline visibility, and Monday.com for project tracking. Differentiated methodologies include a 13-week rolling cash flow forecast, construction-specific job costing models, and SaaS KPI dashboards covering ARR, MRR, CAC, CAC payback, CLTV, and NRR. The firm has built deliberate vertical expertise in construction (AGC of Idaho partnership, Breakfast & Learn events, excavation-industry job costing) and serves adjacent segments including manufacturing, commercial real estate, wholesale distribution, and SaaS.

Executive Allies sells through a consultative, sales-led GTM motion anchored by a complimentary 1-hour accounting assessment, content marketing via a 50+ article blog library, SEO targeting local long-tail queries such as "fractional CFO Boise" and "CFOs for contractors," and event-based demand generation. The firm is privately held with no disclosed external funding, and pricing is quote-based rather than publicly listed. Customer mix spans SMB to mid-market with disclosed revenue bands from $1M to $15M+, producing a diversified book across the subscription tiers.

Name

Executive Allies

Legal name

Executive Allies

Website

https://theexecutiveallies.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

Executive Allies is a subscription-based accounting and fractional CFO firm in Eagle/Boise, Idaho, serving small and mid-sized U.S. businesses with controller-level and CFO-level financial services, with vertical specialization in construction accounting and job costing.

Ownership category

akta.pro rank

Product category

Outsourced Accounting and Fractional CFO Services

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

akta.pro secondary industry

Corporate Finance & Capital Advisory (BPAHADAB)

Keywords

• Fractional CFO services
• Subscription accounting services
• Outsourced bookkeeping services
• Controller and controllership services
• Small business financial advisory

Headquarters

HQ city

Boise

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Subscription-Based Accounting Services: Monthly subscription services providing accounting, bookkeeping, and fractional CFO support through three tiered plans. No long-term contracts; month-to-month arrangements. Revenue scales with business complexity and selected service tier. Tiers include Financial Foundation, Scalable Control, and Strategic CFO Partnership.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Executive Allies is a strategic accounting and fractional CFO firm that provides subscription-based outsourced accounting services to small and mid-market businesses. Its core offerings are organized into three monthly subscription tiers — Green Circle, Blue Square, and Black Diamond — that scale from foundational bookkeeping up to strategic CFO partnership, supplemented by a la carte services such as controller oversight, balance sheet and P&L preparation, cash-to-accrual conversions, internal control reviews, and financial projections.

Product overview

Executive Allies is an accounting firm offering subscription-based accounting and fractional CFO services organized as a tiered subscription model with add-on a la carte services. The subscription tiers—Green Circle (Financial Foundation), Blue Square (Scalable Control), and Black Diamond (Strategic CFO Partnership)—provide escalating levels of service from basic bookkeeping to full fractional CFO partnership. Core service delivery includes Controller-level support for businesses with $2-20M revenue and Financial Guidance for $1-3M businesses. Individual service offerings cover the full accounting lifecycle including balance sheet preparation/reconciliation, P&L and cash flow statement preparation, internal control analysis, projections and budgets, and cash-to-accrual transitions. Additional offerings include an Accounting Concierge Service for on-demand expert guidance and a bundle of a la carte services (project management, software conversion, M&A assistance, and technical accounting memos).

Differentiator

Problem solved

Functional benefit

Products and services

• Green Circle Subscription — Financial Foundation Entry-level monthly subscription package providing foundational bookkeeping, transaction recording, reconciliations, and monthly financial statement preparation for early-stage small businesses that need clean books and reliable reporting.
• Blue Square Subscription — Scalable Control Mid-tier monthly subscription package that adds controller-level oversight, internal control analysis, and scalable accounting processes for growing small and mid-market businesses ready for higher-quality reporting.
• Black Diamond Subscription — Strategic CFO Partnership Top-tier monthly subscription package delivering full strategic CFO partnership, including projections and budgets development, KPI tracking, cash flow forecasting, board/lender reporting, and high-level financial strategy for established mid-market companies.
• Fractional CFO Services Standalone fractional CFO engagement providing senior financial leadership on a part-time basis for companies that need CFO expertise without a full-time executive hire; covers financial strategy, lender and board reporting, M&A support, and growth decision-making.

Quantifiable outcome

• Reduced month-end close cycles for clients
• +7 more outcomes

Named customers7 records

Segments6 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration22 records

Feature3 records

Partnerships

Three partnerships are on record, tiered core and minor.

• Idaho Manufacturing AlliancecoreGTM or Marketing PartnerLocal partnership with Idaho Manufacturing Alliance to build credibility and reach within the manufacturing sector. Aligns with company's focus on serving manufacturing clients and building industry-specific expertise.
• AGC of IdahocoreGTM or Marketing PartnerPartnership with Associated General Contractors of Idaho to support construction industry clients. Company has intentionally refined marketing approach to focus on construction sector, hosting events tailored to construction professionals.
• Eagle Chamber of CommerceminorGTM or Marketing PartnerMembership and partnership with Eagle Chamber of Commerce to build local business community presence in the company's home market.

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• The CFO Center: Direct competitor in fractional CFO services for SMBs across multiple U.S. markets; both sell part-time CFO engagements on a recurring basis to growing businesses that cannot afford a full-time hire.
• Burkland: Fractional CFO and accounting services firm focused on venture-backed startups and growth-stage SMBs; competes for similar mid-market and SaaS client engagements using a subscription-style delivery model.
• CFO Partners: Outsourced accounting and fractional CFO provider for SMBs and mid-market companies; directly comparable in offering controller-level and CFO-level services on a recurring engagement basis.

Broad incumbents

• Anders CPAs + Advisors: Mid-market full-service CPA and advisory firm providing outsourced accounting, tax, and CFO services; competes with Executive Allies at the controller and fractional CFO tier with broader service breadth.
• BDO USA: Large national accounting and advisory firm with outsourced accounting and CFO advisory practices; competes for the same mid-market ($15M+) Black Diamond-tier engagements with greater brand and scale.
• RSM US: Top-tier mid-market accounting and consulting firm offering outsourced finance and CFO advisory; directly competes for enterprise growth-stage clients transitioning from fractional to full-service engagements.
• CliftonLarsonAllen (CLA): Major U.S. accounting firm providing outsourced accounting, CFO, and advisory services to mid-market businesses; competes in the same customer segments targeting $2-20M revenue companies.

Emerging players

• Insightful Accountant (Paro): Marketplace and AI-enabled platform matching SMBs with fractional accountants and CFOs; competes for the same client acquisition funnel through a tech-enabled delivery and matching model.
• TGG Accounting: Outsourced accounting, controller, and fractional CFO services firm for SMBs; comparable subscription-style service offerings targeting growing businesses needing controller-level support.

Regional players

• Eide Bailly: Top-30 U.S. accounting firm with strong Mountain West and Pacific presence; competes with Executive Allies in the Treasure Valley/Idaho market for similar mid-market accounting and CFO engagements.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/theexecutiveallies
• LinkedInlinkedin.com/company/executive-allies

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Executive Allies