Numera - SMB Accounting & Outsourced CFO Services
Numera is a US-based finance-as-a-service platform that delivers outsourced accounting, tax, and CFO advisory to SMBs, venture-backed startups, PE-backed companies, and family offices via nine sub-brands, delivery teams in the US, India, and the Philippines, and PE backing from Astira Capital Partners.
- Company typePrivate
- Founded-
- HeadquartersPlano, United States
- Headcount251–500
- GTM typeB2B
- OfferingServices
What Numera - SMB Accounting & Outsourced CFO Services does
Numera (legally GlobalCFO LLC) is a US-based finance-as-a-service platform that delivers outsourced accounting, tax, and CFO advisory services to small and local businesses, venture-backed startups, PE-backed mid-market companies, and family offices. The company operates an integrated delivery model in which tax, accounting, and advisory teams work from the same data on top of third-party accounting platforms — QuickBooks Online, Xero, NetSuite, and Sage Intacct — augmented by Numera's own internal integrations, checklists, and workflow rules. Service scope spans formation and registered agent work, bookkeeping, bill pay, invoicing, financial reporting, US GAAP compliance, fundraising support, transaction diligence, and estate and tax planning.
The business is organized as a roll-up of nine retained sub-brands: myStartUpCFO (venture-backed startups), Hollywell Partners (mid-cap and PE), MyTaxFiler (tax preparation), Nuance Financial (SMB accounting and payroll), CeFO (family offices with $50M+ in assets), Aber CPA (hospitality and legal SMBs), James Vincent Group (fire districts and EMS providers in AZ/CO), Cilliers LLC (SMB and individual tax), and Dukhon Tax (international tax). Headquartered in Plano, Texas with additional offices in Englewood (CO), Fremont (CA), Lakeville (MN), Bengaluru, and Udupi, Numera serves 10,000+ clients with professionals across the US, India, and the Philippines.
The revenue model combines prepaid subscription bundles for accounting operations with separate professional-services engagements for tax and hourly advisory work. Pricing is quote-based, tiered by client complexity, and contracted annually with monthly billing, including 30-day notice provisions for fee increases and an annual escalator of up to 5%. Go-to-market is consultative and sales-led: enterprise field sales for PE-backed and family-office accounts, inside sales for SMB and startup clients via a dedicated phone line and web inquiry form, and a partner referral channel anchored in YC founder networks and professional advisors. The company is privately held, backed by Astira Capital Partners, and pursuing a roll-up strategy evidenced by the April 2026 acquisition of Decimal's direct services business.
Numera - SMB Accounting & Outsourced CFO Services firmographics
Firmographics- Name
- Numera - SMB Accounting & Outsourced CFO Services
- Legal name
- GlobalCFO LLC
- Website
- https://numerafinance.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- Numera is a US-based finance-as-a-service platform that delivers outsourced accounting, tax, and CFO advisory to SMBs, venture-backed startups, PE-backed companies, and family offices via nine sub-brands, delivery teams in the US, India, and the Philippines, and PE backing from Astira Capital Partners.
- Ownership category
- akta.pro rank
Numera - SMB Accounting & Outsourced CFO Services industry classification
Industry- Product category
- Outsourced Accounting & CFO Services
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Outsourced Finance & CFO Services (BPAHABAE)
Keywords
Where Numera - SMB Accounting & Outsourced CFO Services is headquartered
LocationHeadquarters
- HQ city
- Plano
- HQ country
- United States
- HQ region
- North America
Offices6 records
Markets served
Numera - SMB Accounting & Outsourced CFO Services business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Accounting Operations Services Subscription: Subscription-based pricing model bundling accounting operations functions including bookkeeping, accounting, bill pay, invoicing and financial reporting. Fees based on facts about customer's business, prepaid before or at start of subscription period.
- Tax Services: Tax preparation, advisory, and related tax services provided under separate terms and Order Form.
- Hourly Professional Services: Hourly services subscribed for on a prepaid basis, with reimbursement for additional work required to remediate client-caused issues.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Customized subscription packages based on business size and service needs |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels4 records
Numera - SMB Accounting & Outsourced CFO Services product offering
Product offeringCore offering
Numera is a finance-as-a-service platform that delivers outsourced accounting, tax preparation, and fractional CFO services to SMBs, startups, PE-backed businesses, and family offices. The offering bundles bookkeeping, bill pay, invoicing, financial reporting, US GAAP accounting, tax planning, and full-stack CFO advisory under subscription-based annual contracts delivered through specialized member firms.
Product overview
Numera operates as a finance-as-a-service platform that brings together specialized accounting, tax, and strategic advisory practices under one connected infrastructure. The platform consists of a central Numera brand serving as the umbrella platform, supported by multiple sub-brands/portfolio companies: myStartUpCFO (startup F&A operations for venture-backed startups), Hollywell Partners (mid-cap/PE advisory), MyTaxFiler (tax planning), Nuance Financial (SMB accounting and payroll), CeFO (family office services), Scott M Aber CPA (hospitality/legal sector accounting), James Vincent Group (public safety finance), Cilliers LLC (SMB accounting), and Dukhon Tax (international tax services). With professionals across the US, India, and the Philippines serving 10,000+ clients nationwide, the integrated delivery model enables tax, accounting, and advisory teams to work from the same information rather than in silos.
Differentiator
Problem solved
Functional benefit
Products and services
- Numera Outsourced Accounting and CFO Services Platform Finance-as-a-service platform delivering specialized accounting, tax, and strategic advisory services under one connected infrastructure to businesses at every growth stage.
- myStartUpCFO Startup F&A Operations Full-stack outsourced office of the CFO for venture-backed startups, covering US GAAP bookkeeping, fundraising advice, financial modeling, intra-company transfers, and clean-up of books from prior or subsidiary accountants.
- Hollywell Partners Accounting and Financial Advisory In-depth financial guidance, decision support, executive strategy, and transaction support for mid-cap, PE, traditional search, and ETA businesses.
- MyTaxFiler Tax Planning and Preparation Streamlined tax compliance and optimization services for businesses and individuals seeking comprehensive tax management.
- Nuance Financial SMB Accounting and Compliance Comprehensive tax and payroll solutions plus SMB accounting and compliance services for small and medium business owners.
- CeFO Family Office CFO and Tax Advisory High-touch financial, tax, and estate planning solutions for family offices and high-net-worth individuals with $50M+ in assets.
- Scott M Aber CPA Industry-Specific Accounting Tailored bookkeeping and tax services for SMBs with particular focus on hospitality companies and legal professionals/law firms.
- James Vincent Group Public Safety Finance and Advisory Purpose-built accounting and CFO support for fire districts and EMS providers across Arizona and Colorado.
- Cilliers LLC SMB and Individual Accounting and Tax Smart, steady accounting support for small businesses and individuals, covering tax planning and ongoing accounting services.
- Dukhon Tax Planning and Virtual CFO End-to-end tax, payroll, and virtual CFO support for SMBs and individuals with domestic and international tax needs.
Quantifiable outcome
- Best-in-class CSAT Score
Companies that use Numera - SMB Accounting & Outsourced CFO Services
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles5 records
Numera - SMB Accounting & Outsourced CFO Services technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
Feature1 record
Numera - SMB Accounting & Outsourced CFO Services partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered major and core.
- Decimal (Direct Services Business)majorNumera acquired Decimal's direct services business including its team and client relationships. The acquisition brings expanded national client footprint and professional team members. Decimal professionals joined the Numera platform to provide expanded accounting, tax, and advisory services to a broader client base.
- QuickBooks Online (Intuit)coreNumera uses QuickBooks Online and other accounting platforms (Xero, NetSuite, Sage Intacct) as the foundation for providing accounting operations services. Customer accounts are created and managed through these platforms.
Scale indicators3 records
Recent moves6 records
Expansion highlights6 records
Numera - SMB Accounting & Outsourced CFO Services competitors and assessment
Company assessmentMarket position
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Numera - SMB Accounting & Outsourced CFO Services social profiles
Digital presenceNumera - SMB Accounting & Outsourced CFO Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
Numera - SMB Accounting & Outsourced CFO Services leadership team
Management profileNumber of profiles
Profiles13 records
Numera - SMB Accounting & Outsourced CFO Services subsidiaries and ownership
Company hierarchySubsidiaries9 records
Numera - SMB Accounting & Outsourced CFO Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Numera - SMB Accounting & Outsourced CFO Services M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Numera - SMB Accounting & Outsourced CFO Services
What does Numera - SMB Accounting & Outsourced CFO Services do?
Numera is a finance-as-a-service platform that delivers outsourced accounting, tax preparation, and fractional CFO services to SMBs, startups, PE-backed businesses, and family offices. The offering bundles bookkeeping, bill pay, invoicing, financial reporting, US GAAP accounting, tax planning, and full-stack CFO advisory under subscription-based annual contracts delivered through specialized member firms.
Is Numera - SMB Accounting & Outsourced CFO Services a public or private company?
Numera - SMB Accounting & Outsourced CFO Services is a private company. It is classified as private equity controlled and is currently operating.
When was Numera - SMB Accounting & Outsourced CFO Services founded?
Numera - SMB Accounting & Outsourced CFO Services was founded in -1. It employs 251 to 500 people.
Where is Numera - SMB Accounting & Outsourced CFO Services based?
Numera - SMB Accounting & Outsourced CFO Services is headquartered in Plano, United States, in the North America region.
How does Numera - SMB Accounting & Outsourced CFO Services make money?
Three revenue lines are on record. Accounting Operations Services Subscription is the primary driver. The others are tax Services and hourly Professional Services.
Does Numera - SMB Accounting & Outsourced CFO Services have an API?
No public API is recorded for Numera - SMB Accounting & Outsourced CFO Services.
What industry is Numera - SMB Accounting & Outsourced CFO Services in?
Numera - SMB Accounting & Outsourced CFO Services's product category is Outsourced Accounting & CFO Services. Its primary akta.pro industry code is BPAHABAE, Outsourced Finance & CFO Services. Its SIC code is 6199.