What FinQuest does

FinQuest Accounting and Bookkeeping is a private professional services firm headquartered in Atlanta, Georgia that provides fractional CFO services, accounting, bookkeeping, and ERP implementation support to small and medium-sized businesses across the United States. The firm operates on a recurring engagement model for its fractional CFO and bookkeeping lines, complemented by project-based ERP implementation work across Oracle NetSuite, Sage Intacct, and QuickBooks Online Advanced. The 14-person team, led by founder Jerome Oberlton with over 30 years of industry experience, is structured around senior accountants, bookkeepers, a QuickBooks Pro Advisor, a billing manager, and a dedicated account executive.

The company's product surface spans core fractional CFO advisory (strategic financial leadership, forecasting, budgeting, expense management), recurring accounting services (reconciliations, balance sheet preparation, financial reporting), and add-on modules including a digital dashboard for real-time financial visibility, 13-week cash flow forecasting, profitability analysis, and one-on-one consultations. Industry specializations are documented across healthcare, construction, technology, legal, eCommerce/retail, real estate, and rent-to-own segments, positioning the firm as a vertical-aware boutique rather than a horizontal generalist.

FinQuest generates revenue through subscription-style fractional CFO and bookkeeping engagements plus professional services fees for ERP implementation projects; pricing is quote-based and not publicly disclosed. Go-to-market is sales-led, relying on direct outreach via phone and email, a website 'Book Now' call-to-action, and content marketing across a blog, LinkedIn, and X. Ownership is founder-concentrated with no institutional investors, parent companies, or funding rounds identified in source materials.

Name

FinQuest

Legal name

FinQuest Accounting and Bookkeeping

Website

https://finquest1.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

FinQuest is an Atlanta-based private accounting and fractional CFO services firm serving small and medium-sized businesses across the United States with bookkeeping, financial strategy, and ERP implementation support for NetSuite, Sage Intacct, and QuickBooks.

Ownership category

akta.pro rank

Product category

Accounting and Financial Advisory Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Offices of Certified Public Accountants (541211)

SIC

Finance Services (6199)

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

akta.pro secondary industries

Outsourced Finance & CFO Services (BPAHABAE), Budgeting & Cash-Flow Management (FSAGADAA)

Keywords

• Fractional CFO services
• Outsourced accounting services
• Bookkeeping services
• ERP implementation services
• Small business financial management

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Fractional CFO Services: Ongoing fractional CFO engagement providing strategic financial leadership, high-level guidance, and executive-level oversight without the expense of a full-time executive hire. Includes financial forecasting, budgeting, and strategic planning services.
2. Accounting and Bookkeeping Services: Day-to-day financial record management, monthly reconciliations, financial reporting, and account oversight. Ongoing service engagement for maintaining accurate and organized books.
3. ERP Software Implementation and Support: Implementation and support services for NetSuite, Sage Intacct, and QuickBooks platforms. Help with software setup, optimization, and ongoing support.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

FinQuest Accounting and Bookkeeping provides fractional CFO services, day-to-day accounting and bookkeeping, and implementation/optimization support for NetSuite, Sage Intacct, and QuickBooks Online Advanced platforms. The firm delivers strategic financial leadership, monthly reconciliations, financial forecasting, expense management, and back-office cleanup for small and medium-sized businesses across the United States, enabling access to veteran CFO expertise without full-time executive hire costs.

Product overview

FinQuest operates as a unified service-based offering combining fractional CFO leadership with comprehensive accounting and bookkeeping support. The core portfolio centers on Fractional CFO Services providing executive-level financial strategy, supported by Accounting Services for day-to-day financial management. The product suite includes complementary add-on modules: Digital Dashboard for real-time financial visibility, Financial Forecast for forward planning and cash flow projections, Expense Management for cost control, Financial Statements for reporting and compliance, One-on-One Consultation for educational support, and Budget Creation for strategic planning. Together, these services form an integrated financial management ecosystem designed for small and medium-sized businesses seeking CFO-level expertise without full-time executive overhead.

Differentiator

Problem solved

Functional benefit

Products and services

• Fractional CFO Services Strategic financial leadership providing the expertise of a veteran CFO without the cost of a full-time executive. Includes high-level guidance, market navigation, interest rate management, financial forecasting, budgeting, and long-term financial strategy for small and medium-sized businesses.
• Accounting Services Day-to-day financial record management including transaction tracking, monthly reconciliations, detailed balance sheet preparation, and ongoing financial reporting to maintain organized and accurate books for small and medium-sized businesses.
• ERP Software Implementation and Support Implementation, setup, and optimization services for Oracle NetSuite, Sage Intacct, and QuickBooks Online Advanced ERP and accounting platforms. Includes integration of finance, HR, payroll, CRM, inventory, and product management functions for mid-market businesses transitioning from entry-level accounting tools.

Quantifiable outcome

• 13-week cash flow forecasts can reduce capital needs by up to 15% by identifying exactly when and where money moves
• +1 more outcomes

Named customers8 records

Segments8 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature4 records

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• 1-800Accountant: 1-800Accountant matches SMBs with accountants, bookkeepers, and tax advisors across the US. Comparable to FinQuest in offering ongoing accounting and advisory services to small businesses nationwide.
• Pilot: Pilot is a tech-enabled outsourced bookkeeping, accounting, and CFO services firm targeting SMBs and startups with a software-driven delivery model. It is the most direct modern competitor to FinQuest's accounting plus fractional CFO offering.
• Bench: Bench provides outsourced bookkeeping and financial reporting for small businesses in the US and Canada, combining dedicated bookkeepers with proprietary software. Directly comparable to FinQuest's bookkeeping and financial statements offering.
• Ignite Spot Outsourcing: Ignite Spot provides outsourced bookkeeping, accounting, and controller services for SMBs across various industries. Directly comparable in service mix and SMB target market.

Others

• QuickBooks ProAdvisor Network: Intuit's ProAdvisor network is a broad ecosystem of QuickBooks-certified accountants and bookkeepers serving SMBs; FinQuest's team includes a QuickBooks Pro Advisor. They are an enabling channel rather than a direct competitor.

Emerging players

• Anders CPAs + Advisors (fractional CFO): Anders offers fractional CFO and outsourced accounting services to SMBs in the Midwest, with industry specialization. Comparable in service structure and SMB focus.
• Bragg Financial Advisors: Bragg provides fractional CFO, accounting, and financial advisory services for SMBs and nonprofits. Comparable scale and fractional CFO plus bookkeeping service model.
• Acquired Finance Partners: Acquired Finance Partners provides fractional CFO services for SMBs and growth-stage companies. Comparable in fractional CFO positioning but with a more finance-executive centric model.

Broad incumbents

• BDO USA - Outsourced Accounting & CFO Services: BDO USA's Business Advisory practice includes outsourced accounting and fractional CFO services. It is a much larger incumbent offering similar services as part of a broader advisory portfolio.
• KPMG Small Business Advisory: KPMG serves SMBs with outsourced finance, accounting, and CFO support as part of a Big Four advisory portfolio. Comparable services but at much larger scale and enterprise orientation.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key highlights6 records

Customer concentration

• Xx.com/fin_quest
• Facebookfacebook.com/100083407863960
• LinkedInlinkedin.com/company/finquest-bookkeeping-and-accounting

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 FinQuest