Number Sense Financial

What Number Sense Financial does

Number Sense Financial is a privately held, family-operated professional services firm headquartered in Bee Cave, Texas (Austin metro), founded circa 2005 as a small freelance bookkeeping service and evolved into a tiered accounting and advisory practice. The company serves small businesses and single professionals across the Southwest region, delivering services that range from basic quarterly bookkeeping ($350–$500/quarter) to comprehensive fractional CFO and full-department financial management ($10,000–$12,500/month) across six progressively bundled service levels. Specialized project work includes forensic accounting (with at least one documented case involving recovery of over $2M in misappropriated funds), bookkeeping cleanup, accounting system setup and conversion, and exit-strategy consulting.

The firm is built around a small team — four named members led by principals Chris Felder (B.A. Economics, UT Austin, business development and client engagement) and Michelle Felder (B.A. Applied Learning and Development, UT Austin, operations and infrastructure), supported by a Senior Accountant and a Social Media Manager. Underlying technology is industry-standard rather than proprietary: the practice relies on QuickBooks for bookkeeping, integrates with QuickBooks Payroll, ADP, and Paychex, and delivers recurring services through a Squarespace-hosted website plus a dedicated client portal (clients.numbersensefinancial.com). No AI/ML capabilities, APIs, patents, or proprietary technology platforms are evidenced.

Commercially, Number Sense Financial is a bootstrapped, sales-led boutique with no external funding rounds, no parent company, and no disclosed customer logos. Revenue is generated almost entirely from recurring monthly or quarterly service subscriptions at customized value-based price points, supplemented by project-based professional services fees. Customer acquisition runs through direct sales — website inquiries, appointment booking, and face-to-face consultations at the Bee Cave office — supplemented by organic social media, a client portal for retention, and earned-media exposure via an August 2024 feature on the 'Inside the Blueprint' TV program. Geographic scope remains regional (Southwest US) with no multi-state or international expansion signals.

Name

Number Sense Financial

Legal name

Number Sense Financial

Website

https://numbersensefinancial.com

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

1–10 employees

Short description

Number Sense Financial is a family-owned boutique accounting and advisory firm in Bee Cave, Texas, serving small businesses and solo professionals with tiered bookkeeping, controller, fractional CFO, forensic accounting, and exit-strategy services priced from $350/quarter to $12,500/month.

Ownership category

akta.pro rank

Product category

Small Business Accounting & Bookkeeping Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)

SIC

Finance Services (6199)

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

Keywords

• Small business bookkeeping
• Fractional CFO services
• Controller services
• Forensic accounting
• Accounting system setup

Headquarters

HQ city

Austin

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Comprehensive Accounting Services (Service Level Six): Full accounting department management at $10,000-$12,500/month. Includes senior accounting executive responsibilities, cash flow tracking, financial planning, analysis of financial strengths and weaknesses, and corrective action proposals. Covers production of financial statements, ad-hoc reports, forecasting, data modeling, and full participation in due diligence for exit transactions.
2. Controller Services (Service Level Five): Full service controller offering at $7,500-$10,000/month. Provides overall accounting department management with full integration of Accounts Receivable, Accounts Payable, Treasury, Payroll, and Business Tax. Ensures seamless internal accounting and financial functions.
3. Enhanced Bookkeeping Services (Service Level Four): Daily transaction categorization and posting at $4,000-$7,500. Includes bank/credit card reconciliation, financial statement production, payroll processing, accounts receivable/payable posting, vendor management, and quarterly payroll tax filing.
4. Weekly Bookkeeping Services (Service Level Three): Weekly financial data management at $250-$1,000/week. Designed for small businesses wanting accurate weekly financial information. Includes bank/credit card categorization for 3-5 accounts, reconciliation, payroll processing, and quarterly tax reporting.
5. Quarterly Bookkeeping Services (Service Level One): Retroactive quarterly categorization and posting at $350-$500/quarter. Covers up to 5 connected accounts with monthly reconciliation.
6. Exit Strategy Consulting: Business exit planning services including business profile polishing and packaging, business valuation determination, financial statement cleaning and interpretation, and guidance through buy/sell transaction due diligence.
7. Forensic Accounting: Deep dive accounting analysis for business valuations, economic damage calculations, and financial fraud/theft detection. Includes reconstruction of accounting systems and identification of misappropriated funds.
8. Accounting System Setup and Conversion: Selection, review, and implementation of accounting systems. Includes data conversions between systems and integrations for process automation.
9. Bookkeeping Cleanup: Single year catch-up and multi-year bookkeeping cleanup services including account reconciliation, liability audits, missing posting recovery, balance sheet correction, and chart of accounts optimization.
10. Training Services: Customized training plans for business owners to learn bookkeeping and understand financial statement construction, from basic accounting to operating bookkeeping programs.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Number Sense Financial delivers tiered bookkeeping and financial management services for small businesses and solo professionals, ranging from basic quarterly transaction categorization (Service Level One) through comprehensive fractional CFO and financial department management (Service Level Six). The firm supplements these recurring engagements with project-based offerings including Bookkeeping Cleanup, Accounting System Setup and Conversion, Forensic Accounting, and Exit Strategy consulting, plus customized accounting and QuickBooks training.

Product overview

Number Sense Financial operates a tiered service model consisting of six service levels (Level One through Level Six) that build progressively from basic quarterly bookkeeping to comprehensive financial department management. The service levels are supplemented by specialized project-based offerings including Bookkeeping Cleanup, Accounting System Setup & Conversion, Forensic Accounting, and Exit Strategy services. The company also provides Fractional CFO Services, Controller Services, and Training Services as distinct offerings. All services share a common client portal infrastructure and are built around professional accounting principles and QuickBooks-based bookkeeping workflows.

Differentiator

Problem solved

Functional benefit

Products and services

• Service Level One (Quarterly Bookkeeping) Entry-level bookkeeping service for small businesses providing retroactive quarterly transaction categorization and posting, plus monthly reconciliation for up to 5 connected bank and credit card accounts. No add-on services are available at this level. Priced at $350–$500 per quarter.
• Service Level Two (Monthly Bookkeeping) Monthly bookkeeping service covering transaction categorization and posting for up to 2 connected accounts with formal bank statement reconciliation. Optional add-on payroll processing is available.
• Service Level Three (Weekly Bookkeeping) Weekly bookkeeping service providing categorization and posting for 3 to 5 connected accounts, reconciliation, and payroll data entry. Supports integration with QuickBooks Payroll, ADP, or Paychex. Priced at $250–$1,000 per week.
• Service Level Four (Daily Bookkeeping) Daily transaction categorization and posting with full reconciliation and production of financial statements. Includes payroll processing, accounts receivable and payable posting, payment application and bank deposits, quarterly payroll tax filing, and vendor management. Priced at $4,000–$7,500 monthly.
• Service Level Five (Controller Services) Full Service Controller offering providing overall accounting department management with full integration of Accounts Receivable, Accounts Payable, Treasury, Payroll, and Business Tax. Priced at $7,500–$10,000 per month.
• Service Level Six (Fractional CFO / Full Financial Department) Comprehensive financial department management including senior accounting executive oversight, cash flow tracking, financial planning, analysis of financial strengths and weaknesses, and corrective action proposals. Covers production of financial statements, ad-hoc reports, forecasting, data modeling, cross-functional department integration, consolidated financial statements across multiple entities, and full participation in due diligence for exit transactions. Priced at $10,000–$12,500 per month.
• Bookkeeping Cleanup Single-year catch-up and multi-year bookkeeping cleanup service including account reconciliation, liability audits, missing vendor bill and invoice posting recovery, balance sheet corrections, and chart of accounts optimization.
• Accounting System Setup & Conversion Selection, review, and implementation of accounting systems for clients. Includes data conversion between systems and integrations to enable process automation across applications.
• Forensic Accounting Deep-dive accounting record analysis for business valuations, economic damage calculations, and financial fraud or theft detection. Includes reconstruction of accounting systems and identification of misappropriated funds.
• Exit Strategy Consulting Business exit planning service covering business profile polishing and packaging, business valuation determination, financial statement cleaning and interpretation, and guidance through buy/sell transaction due diligence.
• Training Services Customized training plans for business owners and solo professionals covering basic accounting principles, financial statement construction, and QuickBooks proficiency. Training is tailored to individual client learning objectives.

Quantifiable outcome

• Reconstructed 2 years of accounting data and identified over $2 Million in theft through forensic accounting analysis

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Direct peers

• Ignite Spot Accounting: Outsourced bookkeeping, controller, and CFO services targeting small and mid-sized businesses on a monthly subscription model — directly comparable tiered service structure to Number Sense's Levels 1–6.
• Bench: Subscription bookkeeping service for small businesses combining dedicated bookkeepers with proprietary software — competes for the same SMB bookkeeping customer that buys Tier 1–4 services from Number Sense.
• Pilot: Tech-enabled bookkeeping, tax, and CFO services for SMBs and startups with a strong recurring monthly subscription model — directly comparable to Number Sense Financial's tiered bookkeeping-to-CFO ladder.
• 1-800Accountant: National virtual accounting, bookkeeping, tax, and advisory services for SMBs — overlaps directly with Number Sense's small-business bookkeeping, controller, and tax offerings.

Emerging players

• Paro: AI-driven marketplace connecting businesses with fractional finance and accounting talent — an emerging model that both competes for Number Sense's customer wallet and could supply its staffing as it scales.

Broad incumbents

• Anders CPAs: Mid-sized full-service accounting firm providing bookkeeping, tax, advisory, and wealth services to businesses and individuals — broader incumbent with similar SMB client base and similar menu of services.
• BDO USA: Large national accounting and advisory firm offering bookkeeping, tax, and CFO services to SMBs and mid-market clients — broad incumbent with overlapping capabilities across Number Sense's full service catalogue.
• QuickBooks Live (Intuit): Intuit's bundled bookkeeping service built on the QuickBooks platform — a well-capitalized incumbent that competes with Number Sense's QuickBooks-based Tier 1–4 engagements and has unmatched distribution.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/NumberFinancial
• LinkedInlinkedin.com/company/nsfinancial

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 Number Sense Financial