Solvent Financial & Consulting

What Solvent Financial & Consulting does

Solvent Financial & Consulting LLC (Solvent FC) is a privately held, founder-owned financial consulting firm headquartered at 1201 Jadwin Ave, Suite 203, Richland, Washington. The firm operates as a boutique professional services practice delivering five core offerings under a unified engagement: fractional CFO services, bookkeeping, payroll processing, annual tax return preparation and year-round tax planning, and healthcare accounting. CFO-level advisory work is led personally by founder Jarrod Miller, who has 17 years of financial experience and serves as the firm's resident CFO and primary client-facing practitioner.

The company's core customer base consists of startups and small businesses (primary segment), healthcare and medical practices (a specialized vertical where the team has 10+ years of domain experience), and nonprofit organizations. Solvent FC does not develop proprietary technology; its value proposition is built on human expertise, personalized service, and domain specialization rather than software or automation. The healthcare vertical differentiates the firm through capabilities in revenue cycle management, HIPAA/Medicare compliance, and physician-practice-specific accounting.

Revenue is generated through quote-based professional services engagements, typically structured as multi-year contracts, with pricing determined by scope, client size, and complexity. The go-to-market is sales-led and consultation-based: prospects schedule free consultations via phone (509-940-7572), email ([email protected]), or the website, after which appropriately scoped services are proposed. The firm operates in a single geographic market (Washington State / Tri-Cities area), is bootstrapped with no external funding, and maintains a content marketing and SEO presence complemented by social media activity on Facebook, LinkedIn, Instagram, and TikTok.

Name

Solvent Financial & Consulting

Legal name

Solvent Financial & Consulting LLC

Website

https://solventfc.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

Solvent Financial & Consulting is a boutique Richland, Washington-based financial services firm providing fractional CFO, bookkeeping, payroll, tax, and healthcare accounting services to startups, small businesses, medical practices, and nonprofits.

Ownership category

akta.pro rank

Product category

Financial Consulting and Accounting Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Administrative Management and General Management Consulting Services (541611), Other Accounting Services (541219)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

akta.pro secondary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Fractional CFO services
• Business bookkeeping services
• Tax planning preparation
• Payroll processing services
• Healthcare accounting services

Headquarters

HQ city

Richland

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: Part-time or project-based CFO services providing strategic financial planning, cash flow management, risk management, and financial analysis to businesses that do not require or cannot afford a full-time CFO. Services are tailored to client needs and typically delivered on a retainer or project basis.
2. Bookkeeping Services: Ongoing bookkeeping services including accounts payable management, financial record maintenance, and reconciliation. Delivered as recurring professional services.
3. Tax Planning and Preparation: Annual tax return preparation and year-round tax planning services including strategy development, deduction maximization, and compliance. Can be one-time or recurring annual engagements.
4. Payroll Processing: Payroll calculation, processing, tax filing, and compliance services outsourced to the firm. Typically recurring monthly or per-pay-period billing.
5. Healthcare Accounting Services: Specialized accounting services for healthcare and medical practices, including revenue cycle management, expense tracking, and regulatory compliance (HIPAA, Medicare). Delivered as specialized professional services.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Solvent Financial & Consulting delivers outsourced financial management for small businesses, startups, healthcare practices, and nonprofits through five interconnected professional service lines: Fractional CFO Services (part-time strategic financial leadership, cash flow and risk management), Bookkeeping (accounts payable, transaction categorization, reconciliation), Payroll Processing (calculation, tax filing, compliance), Annual Tax Return and Tax Planning (year-round strategy and filing), and Healthcare Accounting (revenue cycle management, HIPAA/Medicare compliance). Services are sold on a quote/engagement basis, frequently as recurring retainers, with multi-year contracts available.

Product overview

Solvent Financial & Consulting is a financial services firm offering a unified suite of professional CFO, accounting, and tax services primarily delivered through five interconnected core offerings: Fractional CFO Services (strategic financial leadership on a part-time basis), Payroll Processing, Bookkeeping, Annual Tax Return/Tax Planning, and Healthcare Accounting. These services are designed to work together as comprehensive financial solutions, allowing business owners to outsource their financial management needs—from day-to-day bookkeeping to strategic financial planning—under one provider. The firm specializes in serving startups, small businesses, and medical practices seeking access to high-level financial expertise without the cost of full-time personnel.

Differentiator

Problem solved

Functional benefit

Products and services

• Fractional CFO Services Part-time or project-based strategic financial leadership for businesses, covering strategic financial planning, cash flow management, risk management, and expert financial analysis to help business owners make sound financial decisions without hiring a full-time CFO.
• Payroll Processing

Quantifiable outcome

• Helped hundreds of companies achieve financial success

Named customers3 records

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 indicators3 records

Recent moves3 records

Expansion highlights4 records

Direct peers

• Bench: Tech-enabled bookkeeping and accounting service for SMBs that pairs a dedicated bookkeeper with software, directly competing with Solvent FC's bookkeeping and CFO offerings for small businesses.
• Founders CPA: Cloud-based accounting, tax, and CFO services specifically designed for startups and founders, closely overlapping with Solvent FC's startup and small business customer base.
• Pilot: Outsourced bookkeeping, CFO, and tax services purpose-built for startups and growing businesses, with a specialty in venture-backed companies - a direct competitor to Solvent FC's fractional CFO and startup focus.
• 1800Accountant: Virtual accounting firm offering bookkeeping, payroll, tax, and advisory services to SMBs and entrepreneurs, competing for the same small business customer segment as Solvent FC.
• Kruze Consulting: Fractional CFO, accounting, and tax services targeted at venture-backed startups, offering bundled bookkeeping plus CFO advisory - directly comparable in service mix and startup/SMB customer focus.
• Ignite Spot Accounting: Outsourced bookkeeping and accounting services for SMBs with dedicated bookkeepers and CFO-level advisory, comparable in service stack and target customer to Solvent FC.

Broad incumbents

• CLA (CliftonLarsonAllen): Large US accounting firm offering outsourced accounting, fractional CFO, tax, and advisory services with strong healthcare practice expertise, directly comparable to Solvent FC's healthcare accounting specialization.
• Wipfli: Top-25 US accounting and advisory firm offering fractional CFO, tax, and accounting services to SMBs and mid-market clients, with a broader geographic footprint and full-service capability set than Solvent FC.

Regional players

• Bean Ninjas: Outsourced bookkeeping service for ecommerce and SMB clients with dedicated bookkeepers - similar service model to Solvent FC but focused on Australian ecommerce clients, illustrating the same playbook in a different geography.
• Bnative Bookkeeping: Regional outsourced bookkeeping and accounting provider for SMBs operating in specific US geographies, comparable in service mix but serving a different geographic footprint than Solvent FC's Washington focus.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/solventfc
• LinkedInlinkedin.com/company/solvent-financial-consulting
• Instagraminstagram.com/solventfc
• TikToktiktok.com/@solventfc
• Xx.com/SolventFC

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Solvent Financial & Consulting