Fiscal Partners
- Company typePrivate
- Founded2015
- HeadquartersScottsdale, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
Fiscal Partners firmographics
Firmographics- Name
- Fiscal Partners
- Legal name
- Fiscal Partners
- Website
- https://fiscalpartners.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Where Fiscal Partners is headquartered
LocationHeadquarters
- HQ city
- Scottsdale
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Fiscal Partners 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 Services: Recurring professional services for bookkeeping, accounting, payroll processing, and financial statement preparation. Offered as customizable packages (Transactional and Full Service) on a per-service or subscription basis.
- Advisory Services: Ongoing advisory engagements including Controller, CFO, FP&A, and Human Resources services. Provided as customizable packages with tiered offerings (Controller, CFO, Additional Services) on a recurring service basis.
- Consulting and Project Services: One-time and project-based engagements including audit support, bank reporting, ERP conversions, technical accounting assistance, and financial modeling. Billed as professional services engagements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Transactional Package - Basic accounting services covering transaction entry, bank reconciliation, and monthly financial statements. |
| Subscription | Monthly | Full Service Package - Comprehensive accounting including payroll, AR/AP, collections, invoicing, and month-end entries. |
| Subscription | Monthly | Controller Package - Accounting services plus financial forecasting and CFO consultations. |
| Subscription | Monthly | CFO Package - Full strategic advisory including insurance management, contract review, board meetings, and strategic planning. |
| Other | Multi-year contract | Additional Services - Specialized engagements including financial models, cashflow forecasting, operating plans, and audit support. |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels1 record
Fiscal Partners product offering
Product offeringCore offering
Fiscal Partners provides outsourced bookkeeping, accounting, payroll, controller, CFO, and financial advisory services to small and growing businesses. The firm operates as an instant back-office finance department, delivering customizable service packages spanning transaction entry, reconciliation, financial statements, payroll, accounts payable/receivable, financial planning and analysis, strategic planning, and project-based consulting such as audit support and ERP conversions.
Product overview
Fiscal Partners is a financial and fiscal consultancy providing instant accounting, finance, and payroll departments for small and growing businesses. The company offers two main service lines organized into customizable packages: (1) Accounting Services comprising a Transactional Package (basic bookkeeping, reconciliation, financial statements) and a Full Service Package (adds payroll, invoicing, collections, business filings); (2) Advisory Services comprising a Controller Package (adds bill payments, forecast refreshing, CFO consultations), a CFO Package (adds insurance management, contract review, strategic planning), and à la carte Additional Services (financial modeling, audit support, ERP conversions, HR). Services are completely customizable and structured as packages that clients can select or combine.
Differentiator
Problem solved
Functional benefit
Products and services
- Accounting Services
- Advisory Services Outsourced Controller, CFO, Financial Planning & Analysis, and Human Resources advisory for businesses needing executive-level finance leadership. Services include bill payments, receivables reporting, financial forecast refreshing, CFO consultations, insurance management, contract review, board and stakeholder meetings, and strategic and budget planning.
- Consulting and Project Services One-time and project-based consulting engagements for small and growing businesses, including 3 or 5-year financial models, cashflow forecasting, annual operating plans and budgets, audit support, bank reporting, ERP conversions, technical accounting assistance, and human resources support.
Companies that use Fiscal Partners
Customer profileNamed customers4 records
Segments3 records
Ideal customer profiles2 records
Fiscal Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Fiscal Partners partnerships and signals
Strategic signalScale indicators1 record
Recent moves4 records
Expansion highlights3 records
Fiscal Partners competitors and assessment
Company assessmentBroad incumbents
- RSM US: RSM US is a large accounting and consulting firm focused on the middle market, providing outsourced finance, controller, CFO and advisory services overlapping with Fiscal Partners' higher tiers.
- Intuit (QuickBooks Live): Intuit's QuickBooks Live pairs its dominant SMB accounting software with human bookkeeping experts on subscription — a broad incumbent that competes most directly with Fiscal Partners' Transactional and Full Service tiers.
- BDO USA: BDO is a national accounting and advisory network offering outsourced bookkeeping, controller, CFO advisory and tax services to SMB and mid-market clients — a broad incumbent that competes with Fiscal Partners across nearly every service tier.
Direct peers
- inDinero: inDinero delivers outsourced bookkeeping, controller and fractional CFO services to SMB and growth-stage companies, directly overlapping Fiscal Partners' Accounting and Advisory service packages and customer segments.
- Pilot: Pilot provides outsourced bookkeeping, accounting and tax services specifically to startups and SMBs via subscription tiers with a tech-enabled back office — closely mirroring Fiscal Partners' recurring 'instant finance department' model for small and growing businesses.
- Ignite Spot Accounting: Ignite Spot offers outsourced bookkeeping, controller and full-charge accounting services to small and mid-sized businesses on monthly subscription terms — a near-direct competitor to Fiscal Partners' Transactional, Full Service and Controller tiers.
Regional players
- Wipfli: Wipfli is a Top 25 US accounting and advisory firm serving SMB and mid-market clients in the Midwest and select regions with outsourced accounting, controller and CFO services — comparable in target customer and service scope to Fiscal Partners, but primarily competing in different geographies.
- Anders CPAs + Advisors: Anders is a Midwestern-focused CPA and advisory firm providing bookkeeping, controller, CFO advisory and tax services to SMB and growth-stage businesses, comparable in service mix and target client to Fiscal Partners but operating in different metros.
Emerging players
- Botkeeper: Botkeeper combines AI/automation with human accountants to deliver outsourced bookkeeping and controller support to SMBs, competing with Fiscal Partners at the entry tier on price and speed of delivery.
- Accordion Partners (formerly CFOshare): Accordion provides fractional CFO, controller and FP&A services to growth-stage and mid-market companies, intersecting with Fiscal Partners' Controller and CFO Package offerings for scaling SMBs.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Fiscal Partners social profiles
Digital presenceFiscal Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Fiscal Partners leadership team
Management profileNumber of profiles
Profiles2 records
Fiscal Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Fiscal Partners 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 Fiscal Partners
What does Fiscal Partners do?
Fiscal Partners provides outsourced bookkeeping, accounting, payroll, controller, CFO, and financial advisory services to small and growing businesses. The firm operates as an instant back-office finance department, delivering customizable service packages spanning transaction entry, reconciliation, financial statements, payroll, accounts payable/receivable, financial planning and analysis, strategic planning, and project-based consulting such as audit support and ERP conversions.
Is Fiscal Partners a public or private company?
Fiscal Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Fiscal Partners founded?
Fiscal Partners was founded in 2015. It employs 11 to 50 people.
Where is Fiscal Partners based?
Fiscal Partners is headquartered in Scottsdale, United States, in the North America region.
How does Fiscal Partners make money?
Three revenue lines are on record. Accounting Services are the primary driver. The others are advisory Services and consulting and Project Services.
Who are Fiscal Partners's main competitors?
Broad incumbents on record are RSM US, Intuit (QuickBooks Live) and BDO USA. Direct peers are inDinero, Pilot and Ignite Spot Accounting. Regional players are Wipfli and Anders CPAs + Advisors. Emerging players are Botkeeper and Accordion Partners (formerly CFOshare).
Does Fiscal Partners have an API?
No public API is recorded for Fiscal Partners.