Fortress Accounting

What Fortress Accounting does

Fortress Accounting (legal entity Fortress Accounting LLC, Wyoming domicile; operational headquarters in Delray Beach, Florida) is a privately held, fully remote professional services firm founded in 2020 by Peter Kihara (CEO) and Javier Caceres (COO) that delivers bookkeeping, tax planning and preparation, financial consulting, fractional CFO services, and wealth management support to U.S. and select Canadian businesses. The firm operates alongside an adjacent subsidiary, Interim CFOs, a boutique fractional CFO practice the co-founders built in 2020. Service delivery is cloud-based using QuickBooks Online, Xero, Karbon for workflow, and industry-specific tooling including Cryptio and Bitwave for Web3 clients and AppFolio, Buildium, and Stessa for property management clients. E-commerce clients are served through integrations with Shopify, Amazon, Etsy, WooCommerce, Stripe, and PayPal; payroll runs through Gusto and Justworks; bill pay and expense management through Bill.com and Expensify.

Revenue is generated primarily through recurring monthly subscription retainers organized into three stage-aligned tiers: Essential Bookkeeping (from $1,200/month, targeting pre-seed to seed companies with monthly expenses of $10k-$200k), a Series A to Series B Finance Package ($3,500/month, targeting businesses that raised $10M-$50M), and a custom-priced Series C package for mature companies. Layered on top are fractional CFO subscriptions (5-hour package from $1,500/month; 15-hour package at $4,000/month) and pay-as-you-go advisory ranging from $50/hour for bookkeepers to $350/hour for CFO-level work. Tax preparation is offered both bundled into monthly packages and as standalone professional services. The firm segments clients by vertical — SaaS, Web3/Crypto, AI startups, eCommerce, HealthTech, Biotech, Cannabis (280E), Property Management, Professional Services, Fashion, and Small Business — with dedicated compliance playbooks for regulated industries (Section 280E cannabis, Section 174 biotech R&D amortization, HIPAA financial systems, ASU 2023-08 fair-value crypto, and Form 1099-DA reporting). A Bench-to-QuickBooks Online migration service captures inbound clients from the wind-down of Bench. Go-to-market is sales-led: free consultation bookings via Calendly, content marketing around Web3 and startup accounting, and referral-driven growth, with public team leadership including interim CFOs, controllers, and senior accountants.

The company discloses over $400M in biotech financing flowing through its reporting and 30+ HealthTech and medical startups served, plus client logos spanning Web3 (Singularity Net, Torram, Ordinalsbot, Odos, Whitebit), fintech (Unlimint, Stably), and other venture-backed startups (Forgd, Orca, Rise, Rain). Leadership holds a QuickBooks Elite ProAdvisor certification for crypto accounting and Form 1099-DA compliance and a Silicon Valley Chamber of Commerce membership. Operating geographies span U.S. time zones from the East Coast (New York, Shelton CT, Greenwich, Washington DC, Miami, Orlando/Winter Park, Trenton NJ, Delray Beach FL) through the Midwest (Chicago) and West Coast (San Francisco, Austin) with a Toronto, Canada office. The company has no disclosed institutional funding or parent ownership; ownership is concentrated with the co-founders.

Name

Fortress Accounting

Legal name

Fortress Accounting LLC

Website

https://fortress-accounting.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

11–50 employees

Short description

Fortress Accounting is a fully remote, U.S.-based accounting firm serving startups and SMBs with bookkeeping, tax, fractional CFO, and wealth management services, specializing in regulated verticals including Web3/Crypto, biotech, cannabis, HealthTech, and AI startups.

Ownership category

akta.pro rank

Headquarters

HQ city

Delray Beach

HQ country

United States

HQ region

North America

Offices12 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Monthly Bookkeeping and Accounting Services: Recurring monthly retainer services for bookkeeping, accounting, and financial reporting. Priced based on business complexity and monthly expense volume. Starting at $1,200/month for essential services.
2. Fractional CFO Services: High-level financial strategy and leadership without full-time cost. Offered in packages of 5 hours ($1,500), 15 hours ($4,000), or hourly rates ($350/hour for CFO level). Includes cash flow forecasting, financial modeling, fundraising preparation, and investor reporting.
3. Tax Planning and Preparation: Tax filing and planning services included in monthly packages or as standalone. Covers federal, state, local, and industry-specific tax compliance.
4. Hourly Consulting and Advisory: Hourly-rate professional services for accounting, finance, compliance, and advisory needs. Rates range from $50/hour (bookkeeper) to $350/hour (CFO level).

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Fortress Accounting is a full-service accounting firm that delivers monthly bookkeeping, tax planning and preparation, financial consulting, fractional CFO services, and wealth management support to U.S. businesses. Its core offering is recurring outsourced finance department coverage on QuickBooks Online and Xero, paired with industry-specialized compliance expertise in Web3/crypto, biotech, cannabis, HealthTech, SaaS, AI, and eCommerce. Services are tiered from Essential Bookkeeping at $1,200/month through custom Series C engagements and fractional CFO packages of 5 or 15 hours.

Product overview

Fortress Accounting is a full-service accounting firm offering a portfolio of professional services organized as core accounting products, industry-specific verticals, and pricing tiers. The core offerings include Monthly Bookkeeping & Accounting (supporting QuickBooks Online and Xero), Tax Planning and Preparation, Fractional CFO Services (available at 5-hour and 15-hour monthly packages), Wealth Management Support, Financial Consulting, and Bench to QuickBooks Online migration. Services are structured into three pricing tiers: Essential Bookkeeping starting at $1,200/month for pre-seed to seed companies, Series A to Series B at $3,500/month, and Series C with custom pricing. The firm specializes in industry verticals including Web3 & Crypto (using Cryptio and Bitwave), AI Startups, SaaS, eCommerce (integrated with Shopify, Amazon, Etsy, WooCommerce, Stripe, PayPal), HealthTech & Healthcare, Biotech, Cannabis (280E compliance), Property Management (integrated with AppFolio, Buildium, Stessa), Professional Services, Fashion, and general Startups. Fortress Accounting operates remotely, serving clients nationwide from offices in Delray Beach, FL and Shelton, CT.

Differentiator

Problem solved

Functional benefit

Products and services

• Monthly Bookkeeping & Accounting Recurring monthly bookkeeping and accounting service covering transaction categorization, bank reconciliation, credit card reconciliation, general ledger management, and month-end close for U.S. businesses.
• Tax Planning and Preparation Federal, state, and local tax filing with proactive year-round tax planning, quarterly estimated payments, and entity structure guidance for businesses and their owners.
• Fractional CFO Services Part-time senior financial leadership for startups and growth-stage companies, including cash flow forecasting, financial modeling, fundraising preparation, investor reporting, audit preparation, and due diligence support, available in 5-hour and 15-hour monthly packages.
• Wealth Management Support Financial structuring and long-term security planning integrated with the client's overall business financial strategy.
• Financial Consulting Strategic financial guidance and advisory services for business decisions, entity structure design, and growth planning.
• Bench to QuickBooks Online Migration Data migration service for moving clients and their historical books from the Bench accounting platform to QuickBooks Online.
• Web3 & Crypto Accounting Services Specialized accounting for cryptocurrency, DeFi, and blockchain-native businesses, covering capital gains tracking, staking and DeFi income, Form 1099-DA compliance, DAO accounting, and protocol treasury management.
• AI Startup Accounting Services Accounting tailored for AI and machine learning startups, including R&D tax credit documentation, grant tracking, and investor-focused financial storytelling.
• SaaS Accounting Services Accounting for SaaS and recurring-revenue technology businesses, covering revenue recognition, fundraising support, and investor-ready financial reporting for growth-stage companies.
• eCommerce Accounting Services Multi-channel eCommerce bookkeeping covering inventory and COGS tracking, sales tax compliance, and financial reporting for online brands selling through Shopify, Amazon, Etsy, WooCommerce, and Stripe/PayPal.
• HealthTech & Healthcare Accounting Services HIPAA-compliant financial systems, MSO/PC structure accounting, revenue cycle management, and regulatory compliance for healthcare technology companies and medical practices.
• Biotech Accounting Services Accounting for life science companies covering IRS Section 174 R&D expense tracking, SBIR/STTR/NIH grant accounting, clinical trial accruals, and investor-ready biotech reporting.
• Cannabis Accounting Services Accounting for cannabis businesses including IRS Section 280E compliance, COGS structuring, seed-to-sale inventory tracking via Metrc and BioTrack, cash management, and state tax filings.
• Property Management Accounting Services Property-level income and expense tracking, rent reconciliation, maintenance tracking, Schedule E preparation, and depreciation planning for landlords, property management firms, and real estate investors, integrated with AppFolio, Buildium, and Stessa.
• Professional Services Accounting Monthly bookkeeping, quarterly estimated tax planning, 1099 preparation, and financial reporting for consultants, agencies, and service-based professional businesses.
• Fashion Business Accounting Services Inventory-integrated bookkeeping, true COGS calculation including freight and duties, vendor tracking, and sales tax compliance for fashion brands, boutiques, and apparel companies.
• Startup Accounting Services Burn rate tracking, runway reporting, entity setup, contractor payroll, and investor-ready financials for early-stage startups from pre-revenue through Series B and beyond.

Quantifiable outcome

• 30+ HealthTech startups served with specialized compliance and financial infrastructure
• +1 more outcomes

Named customers16 records

Segments12 records

Ideal customer profiles7 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration18 records

Feature4 records

Scale indicators2 records

Recent moves7 records

Expansion highlights6 records

Emerging players

• Paro: Paro is a marketplace/platform for fractional finance, accounting, and strategy talent. Adjacent to Fortress's fractional CFO practice — overlapping on staffing model but delivering talent rather than managed services.

Direct peers

• Founder's CPA: Founder's CPA provides tax, accounting, and CFO services for founders and startup operators. Comparable to Fortress in targeting founder-led ventures and offering bundled startup tax and CFO services.
• CFO Hub: CFO Hub provides fractional and interim CFO services for small and mid-market businesses. Comparable to Fortress's Fractional CFO packages and the multi-tier (5/15-hour) service construct.
• Pilot: Pilot provides bookkeeping and CFO services for startups and growth-stage businesses, including SaaS and venture-backed companies. Directly comparable to Fortress's monthly bookkeeping and Fractional CFO offering, with a similar pricing tier structure and tech-forward delivery model.
• Zeni: Zeni is an AI-powered bookkeeping and CFO platform for startups, offering monthly accounting services and fractional CFO support. Directly comparable to Fortress's tech-enabled, tiered subscription model for venture-backed clients.
• Bench: Bench (now part of Bank of America) provides monthly bookkeeping for small businesses and solopreneurs. Comparable to Fortress's Essential Bookkeeping tier in target market and delivery model, though with a less vertical-specialized positioning.
• Acuity CFO + Accounting: Acuity provides outsourced CFO, controllership, and bookkeeping services for small and mid-size businesses across multiple industries. Closely comparable to Fortress's mid-market, multi-tier Fractional CFO offering.
• Kruze Consulting: Kruze Consulting provides fractional CFO, accounting, and tax services for VC-funded startups, with deep specialization in venture-backed SaaS and biotech clients. Overlaps directly with Fortress's Series A-B client profile and CFO package construct.

Broad incumbents

• Armanino: Armanino is a top-25 US accounting and consulting firm with a well-known technology and emerging-company practice. Overlaps with Fortress across SaaS, biotech, and cannabis accounting, offering a broader portfolio but with less vertical specialization.
• Withum: Withum is a national accounting and advisory firm with dedicated tech, life sciences, and cannabis practices. Comparable to Fortress on multi-vertical coverage and regulated industry expertise, but operating at meaningfully larger scale.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xtwitter.com/InterimCFOs
• LinkedInlinkedin.com/company/90623612/admin/dashboard

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries1 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 Fortress Accounting