What Primetrics does

Primetrics is a privately held, founder-owned CPA advisory firm founded in 2014 by Adam L. Turco, CPA in Portland, Oregon, with a secondary office in Seattle, Washington. The firm delivers fractional CFO, outsourced accounting, controller-level oversight, payroll and HR implementation, transaction advisory, IT, and digital-asset accounting services to growth-stage and mid-market companies in the Pacific Northwest. It serves five primary verticals — High Tech, Robotics, Manufacturing, E-commerce/Retail, and Private Equity — with named clients spanning startups through enterprise (e.g., Collins Willmott & Co., Bambu, Smith Teamaker, TrustSwap, Wisewood Energy).

The firm operates a tiered subscription model (Trailhead, Ascent, Summit) priced from $750 to $22,000 per month, with monthly billing and project-based/hourly options for specialized work. Delivery is team-based rather than single-practitioner, with documented processes, separated duties, and a target 15-day month-end close built on a cloud stack of QuickBooks Online, Bill.com, Hubdoc, Fathom, Office 365, Trello, Everhour, OneNote, and Expensify, plus crypto-specific tools (CoinTracker, Cryptio, ZenLedger, Bitwave) and payroll platforms (Gusto, ADP, Paylocity). Go-to-market is direct sales via consultation, supplemented by content marketing (64+ blog articles, white papers, case studies), a quarterly newsletter, organic social, and an explicit referral network of bankers, lawyers, and financial planners. Recognition as an Intuit Elite ProAdvisor Firm supports its QuickBooks-centric positioning.

The firm has approximately 130 team members (firmographic count of 11–50 employees indicates part-time or contract composition), 75+ years of combined experience, and 50+ clients served over a 10-year operating history. The company is private, founder-led, with no disclosed outside funding, and offers performance-based equity opportunities to senior team members. Recent 2025 strategic activity includes the launch of new product lines in Digital Asset Accounting, AI Readiness & Adoption, and Transaction Advisory, plus the addition of Robotics as a new vertical.

Name

Primetrics

Legal name

Primetrics

Website

https://primetrics.cpa

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

Primetrics is a founder-owned CPA advisory firm in Portland and Seattle that delivers tiered subscription-based fractional CFO, outsourced accounting, controller, payroll, transaction advisory, and digital-asset accounting services to growth-stage and mid-market companies in the High Tech, Robotics, Manufacturing, E-commerce/Retail, and Private Equity verticals across the Pacific Northwest.

Ownership category

akta.pro rank

Product category

Outsourced Accounting and Fractional CFO Advisory

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)

SIC

Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

Keywords

• Outsourced accounting services
• Fractional CFO advisory
• Controller-level financial oversight
• Digital asset accounting
• Transaction advisory services

Headquarters

HQ city

Portland

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Subscription-based Financial Advisory Services: Primetrics generates revenue primarily through transparent, subscription-based pricing models that grow with client businesses. Their three service tiers (Trailhead, Ascent, Summit) are priced monthly and provide predictable recurring revenue. They also offer project-based and hourly services when appropriate. All engagements include dedicated U.S.-based accounting teams with accounting degrees, clear deliverables, documented processes, and evolving expertise.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels11 records

Core offering

Primetrics is a fractional CFO and outsourced accounting firm providing subscription-based financial advisory services to growth-stage businesses. It delivers three tiers of services—basic accounting (Trailhead), controller-level oversight (Ascent), and fractional CFO leadership (Summit)—along with specialized modules in digital asset accounting, IT services, AI readiness, transaction advisory, and payroll/HR implementation.

Product overview

Primetrics is a fractional CFO and outsourced accounting firm offering a tiered service model. The core offering consists of three service tiers: Trailhead (Basic Accounting) for day-to-day bookkeeping and payroll; Ascent (Controller-Level Services) for financial oversight and GAAP-compliant reporting; and Summit (Fractional CFO) for strategic financial leadership. These are supplemented by specialized modules including Digital Asset Accounting for cryptocurrency and blockchain companies, IT Services with AI Readiness & Adoption for technology strategy, Transaction Advisory Services for M&A support, and Payroll & HR Implementation for human capital management. The company uses cloud-based accounting platforms (primarily QuickBooks Online) integrated with tools like Bill.com, Hubdoc, Fathom, and Everhour to deliver these services.

Differentiator

Problem solved

Functional benefit

Products and services

• Trailhead: Basic Accounting Services Entry-level outsourced accounting service providing clean, compliant books, reliable payroll, timely reconciliations, and accurate financials. Includes dedicated U.S.-based staff accountant, monthly close and reconciliations, clean accrual-based financials, support for payroll, 1099s, and compliance basics. Ideal for business owners seeking a solid financial foundation.
• Ascent: Controller-Level Services Mid-tier service providing structured month-end closes, GAAP-compliant reporting, internal controls, process documentation, and financial oversight. Includes monthly close within 15 days, controller-level review, monthly reporting packages and KPI dashboards, cash flow forecasting and budget analysis, enhanced process documentation, and advisory support.
• Summit: Fractional CFO Services Executive-level financial leadership providing strategic planning, budgeting, forecasting, capital strategy, KPI development, investor reporting, M&A support, fundraising readiness, board and investor reporting, custom dashboards and executive financials, and complex compliance support without full-time hire cost.
• Digital Asset Accounting Specialized accounting service for blockchain-powered companies covering cryptocurrency transaction tracking across wallets and chains, staking rewards, gas fees, token-based revenue, and regulatory compliance. Supports tools including CoinTracker, Cryptio, ZenLedger, and Bitwave.
• IT Services Technology support including system selection, implementation, cybersecurity, automated workflows, tech roadmaps, and integration with accounting platforms like QuickBooks Online. Includes protection of business operations with secure, scalable tech solutions.
• AI Readiness & Adoption AI strategy and implementation service covering readiness assessments, custom AI development, employee training, audit-style implementation oversight, and governance policy development.
• Transaction Advisory Services Financial preparation and advisory for business sales, acquisitions, or investments including due diligence support, valuation assistance, financial documentation, and deal structuring guidance. Includes maximizing deal potential with expert transaction support.
• Payroll & HR Implementation Payroll system setup and HR support including multi-state compliance, benefits management, employee handbook creation, performance systems, and recruiting assistance. Supports platforms including Gusto, ADP, and Paylocity.

Quantifiable outcome

• 15-day month-end close target for timely financial information
• +2 more outcomes

Named customers9 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration16 records

AI capability7 records

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Regional players

• Anders CPA + Advisors: Mid-size CPA and advisory firm in the Midwest with growing outsourced accounting and CFO advisory practice. Comparable tier structure and middle-market client profile, though operating in a different U.S. region.
• Clark Nuber: Pacific Northwest-based CPA and advisory firm serving closely-held businesses, nonprofits, and high-net-worth individuals. Regional incumbent with overlapping verticals (tech, manufacturing, PE) and adjacent service offerings.

Direct peers

• Bench: Cloud-based bookkeeping service for small businesses with a dedicated team and software platform. Comparable to Primetrics' Trailhead tier in customer profile (SMB owners needing monthly books), but with a more productized, lower-touch delivery model.
• Acuity CFO: Fractional CFO firm serving growth-stage businesses with financial strategy, reporting, and fundraising support. Directly comparable to Primetrics' Summit tier with a similar focus on investor-ready financials and M&A readiness.
• B2B CFO Partners: National network of fractional CFOs serving private, growth-stage, and middle-market companies. Directly comparable to Primetrics' Summit tier offering — same customer, same fractional engagement model, but with a much larger partner network.
• Topstep: Fractional CFO and financial leadership services firm focused on small and mid-sized businesses. Directly comparable to Primetrics' Summit tier — same fractional model, same growth-stage target buyer.
• CFO Leadership: Provider of fractional CFO and controllership services for SMB and mid-market companies across multiple U.S. regions. Closely matches Primetrics' tiered model (bookkeeping through fractional CFO) and target buyer.
• Pilot: Tech-enabled bookkeeping, accounting, and CFO services aimed at startups and growth-stage companies. Directly competes with Primetrics' lower tiers (Trailhead/Ascent) on price and self-serve onboarding, though Pilot's scale and automation contrast with Primetrics' bespoke team-based model.

Broad incumbents

• Moss Adams: Large, Seattle-based CPA and business advisory firm with full audit, tax, and consulting practices. Overlaps with Primetrics in PNW geography and on growth-company advisory, but operates at vastly larger scale and broader scope.
• Wipfli: Top-20 U.S. accounting and advisory firm offering outsourced accounting and fractional CFO services nationally. Competes in the same end-market as Primetrics but with a much broader service menu and geographic footprint.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/Primetrics_CPA
• Facebookfacebook.com/Primetrics
• LinkedInlinkedin.com/company/primetricscpa
• Instagraminstagram.com/primetimepdx

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 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 Primetrics