Proxy Financial
Proxy Financial is a privately held CPA firm providing fractional CFO, controller, bookkeeping, and tax services to SMBs nationwide across service-based, construction, F&B, professional services, healthcare, and real estate verticals, with offices in Charleston, SC and Mandeville, LA.
- Company typePrivate
- Founded2022
- HeadquartersCharleston, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Proxy Financial does
Proxy Financial, LLC is a privately held professional services firm founded in 2022 that provides fractional CFO, controller, bookkeeping, and CPA/tax services to small and mid-sized businesses across the United States. The firm operates a three-tier service model — Bookkeeper Plan, Controller Plan, and CFO Plan — and has built out five industry-specific fractional CFO offerings targeting service-based businesses, food & beverage, construction and trades, professional services, healthcare and wellness, and real estate. The company is headquartered in Charleston, South Carolina with a second office in Mandeville, Louisiana, and delivers services remotely nationwide.
The firm is led by two licensed CPAs — founder Jacob Londono (CPA) and partner Justin Hanson (CPA, CFE) — together with a five-person team that includes operations, bookkeeping, and accounting roles. Service delivery is human-led, conducted through secure electronic submission, encrypted email, secure portals, and trusted file-sharing platforms, with no proprietary technology platform. AI usage is explicitly limited to internal back-office tasks (document drafting, research, content generation) and no client data is submitted to AI systems.
Proxy Financial generates revenue through monthly recurring subscriptions across its three tiers plus CPA/tax engagements, sold via a consultative direct-sales motion that begins with a free initial consultation. Pricing is quote-based and scaled to client business size and service-level needs, with no public rate card. The firm's go-to-market relies primarily on content marketing and SEO (an educational blog plus YOAST-optimized landing pages targeting fractional CFO and industry/location keywords), supplemented by an email newsletter. The firm is bootstrapped with no external funding or parent company disclosed.
Proxy Financial firmographics
Firmographics- Name
- Proxy Financial
- Legal name
- Proxy Financial, LLC
- Website
- https://accountingbyproxy.com
- Company type
- Private
- Founded year
- 2022
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Proxy Financial is a privately held CPA firm providing fractional CFO, controller, bookkeeping, and tax services to SMBs nationwide across service-based, construction, F&B, professional services, healthcare, and real estate verticals, with offices in Charleston, SC and Mandeville, LA.
- Ownership category
- akta.pro rank
Where Proxy Financial is headquartered
LocationHeadquarters
- HQ city
- Charleston
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Proxy Financial business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Fractional CFO Advisory Services: Ongoing fractional CFO engagements providing strategic financial leadership, forecasting, budgeting, and financial oversight. Revenue generated through recurring service agreements scaled to client needs.
- Controller Services: Outsourced controller services providing financial reporting oversight, budgeting, and compliance management. Offered as a tiered service level above bookkeeping.
- Bookkeeping Services: Day-to-day transaction recording, categorization, reconciliation, and monthly trend analysis. Foundational service tier for ongoing client engagements.
- CPA/Tax Strategy Services: Licensed CPA services including tax planning, compliance, and strategic tax minimization. Coordinated with fractional CFO engagements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Bookkeeper Plan - Day-to-day transaction recording and reconciliation |
| Subscription | Monthly | Controller Plan - Financial reporting oversight and budgeting |
| Subscription | Monthly | CFO Plan - Fractional CFO strategic leadership and advisory |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
Proxy Financial product offering
Product offeringCore offering
Proxy Financial provides outsourced bookkeeping, controller, and fractional CFO services for growing small and mid-sized U.S. businesses, delivered by licensed CPAs through three tiered monthly subscription plans (Bookkeeper, Controller, CFO) plus five industry-specialized fractional CFO solutions. Services span transaction reconciliation, financial reporting, budgeting, cash flow forecasting, tax strategy, and strategic advisory, delivered remotely with nationwide reach and physical offices in Louisiana and South Carolina.
Product overview
Proxy Financial operates a three-tier service model: Bookkeeper Plan (transaction categorization, reconciliation, and monthly trend analysis), Controller Plan (financial reporting and compliance oversight), and CFO Plan (fractional CFO advisory services). The company also offers five industry-specific fractional CFO solutions tailored for service-based businesses, food & beverage, construction, professional services, healthcare, and real estate. Services are delivered by licensed CPAs through remote accounting specialists who integrate with clients' operations as an added layer of financial defense.
Differentiator
Problem solved
Functional benefit
Products and services
- Bookkeeper Plan
- Controller Plan
- CFO Plan (Fractional CFO Advisory)
- Fractional CFO for Service-Based Businesses
- Fractional CFO for Food & Beverage Businesses
- Fractional CFO for Construction Companies
- Fractional CFO for Professional Services Firms
- Fractional CFO for Healthcare Practices
- Fractional CFO for Real Estate Professionals
Quantifiable outcome
- Full-time CFO cost savings: $150,000-$500,000+ annually compared to hiring full-time CFO
- +1 more outcomes
Companies that use Proxy Financial
Customer profileNamed customers3 records
Segments8 records
Ideal customer profiles7 records
Proxy Financial technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Proxy Financial partnerships and signals
Strategic signalScale indicators1 record
Recent moves5 records
Expansion highlights4 records
Proxy Financial competitors and assessment
Company assessmentDirect peers
- Bookkeeper360: Bookkeeper360 offers bookkeeping, accounting, tax, and CFO advisory for SMBs via a subscription model. Directly comparable tier structure and customer segment to Proxy Financial.
- Bench: Bench is a tech-enabled bookkeeping and financial reporting service for SMBs, with add-on CFO and tax services. Overlaps with Proxy Financial's bookkeeping and fractional CFO tiers and competes for the same SMB customer profile.
- inDinero: inDinero delivers outsourced bookkeeping, accounting, tax, and fractional CFO services to growth-stage SMBs. Closely matches Proxy Financial's service stack and target market, with deeper startup orientation.
- Acuity CFO: Acuity CFO is a fractional CFO firm serving growth-stage and mid-market businesses with strategic financial leadership. Closely aligned advisory offering to Proxy Financial's CFO Plan.
- Pilot.com: Pilot provides bookkeeping, controller, and fractional CFO services to SMBs and startups using a tech-enabled delivery model. Directly comparable to Proxy Financial's three-tier Bookkeeper/Controller/CFO offering, though Pilot leverages proprietary software where Proxy is human-led.
- StriveCFO: StriveCFO provides fractional CFO services for SMBs, often combined with bookkeeping and controllership support. Directly comparable fractional CFO boutique model to Proxy Financial.
- CFO Partners: CFO Partners is a fractional CFO and financial advisory firm serving SMBs and mid-market companies. Closely aligned service offering, customer profile, and recurring-engagement business model.
Broad incumbents
- RSM US: RSM US is a mid-market-focused accounting and advisory firm offering outsourced finance services that overlap with Proxy Financial's controller and fractional CFO engagements, though RSM serves larger and more enterprise-oriented clients.
- BDO USA: BDO is a large national accounting and advisory firm offering bookkeeping, tax, controller, and CFO services. Represents a broad incumbent competitor with overlapping capabilities but serves larger mid-market clients where Proxy Financial plays.
Emerging players
- Paro: Paro is a marketplace that matches businesses with fractional finance and accounting talent. Competes for the same fractional CFO buyer Proxy serves, but with a platform model rather than an in-house CPA team.
Market position
Strengths5 records
Weaknesses2 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Proxy Financial social profiles
Digital presenceProxy Financial financial estimates
Financial estimateRevenue estimate
Valuation estimate
Proxy Financial leadership team
Management profileNumber of profiles
Profiles5 records
Proxy Financial funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Proxy Financial M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Proxy Financial
What does Proxy Financial do?
Proxy Financial provides outsourced bookkeeping, controller, and fractional CFO services for growing small and mid-sized U.S. businesses, delivered by licensed CPAs through three tiered monthly subscription plans (Bookkeeper, Controller, CFO) plus five industry-specialized fractional CFO solutions. Services span transaction reconciliation, financial reporting, budgeting, cash flow forecasting, tax strategy, and strategic advisory, delivered remotely with nationwide reach and physical offices in Louisiana and South Carolina.
Is Proxy Financial a public or private company?
Proxy Financial is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Proxy Financial founded?
Proxy Financial was founded in 2022. It employs 1 to 10 people.
Where is Proxy Financial based?
Proxy Financial is headquartered in Charleston, United States, in the North America region.
How does Proxy Financial make money?
Four revenue lines are on record. Fractional CFO Advisory Services are the primary driver. The others are controller Services, bookkeeping Services and CPA/Tax Strategy Services.
Who are Proxy Financial's main competitors?
Direct peers on record are Bookkeeper360, Bench, inDinero, Acuity CFO, Pilot.com, StriveCFO and CFO Partners. Broad incumbents are RSM US and BDO USA. Paro is listed as an emerging player.
Does Proxy Financial have an API?
No public API is recorded for Proxy Financial.