Accounting for small businesses that don't think small

Finally, A Single Source of Truth for your Financials

experienced team

deeply trained experts

financial dashboards

insightful reporting

real-time support

our team, at your service

end-to-end systems

creating a financial flow

clear. organized. dependable.

clarity & confidence
in every number

TechFin provides expert accounting, tax, & CFO support so small businesses can focus on growth with one trusted source of financial truth.

Full Service

Bookkeeping
& Accounting

Learn More

Fractional

CFO
Strategy

Learn More

Financial

Controller Services

Learn More

Financial

Planning & Analysis

Learn More

Team Discussion

Passionate – Dedicated – Professional

Financial Expertise That Fuels Your Vision

At TechFin, we believe business leaders should spend their time growing their vision, not buried in spreadsheets. Our team of seasoned CFOs, CPAs, and financial analysts steps in with the experience, strategy, and tools you need to make smarter financial decisions, streamline operations, and accelerate growth.

With over 30 years of combined expertise across Fortune 100 companies, private equity, eCommerce, real estate, and start-ups, our founder David Phillips built TechFin to give business owners the financial horsepower of a full finance department. Without the overhead.

Bookkeeping & Accounting

Build a stronger business with clean, accurate financials

Accurate bookkeeping and accounting form the foundation of every healthy business. TechFin helps you stay organized, compliant, and data-driven so you can make confident decisions backed by reliable numbers. Our accounting experts handle the details with precision, freeing you to focus on strategy, growth, and opportunity.

  • Month-end Accounting

  • Invoicing, Payments, & Reconciliations

  • Process Optimization

  • Tax Preparation & Filing

  • Expense Classification & Reporting

  • Conversion to Accrual

CFO Strategy

Expert financial leadership for growth and transition

When your business is growing, changing, or preparing for new opportunities, the right financial leadership makes all the difference. TechFin’s seasoned part-time and interim CFOs bring decades of experience in strategy, forecasting, and execution. We help you navigate complex decisions, strengthen financial performance, and position your company for long-term success.

  • Fundraising & Investor Strategy
  • Competitive & Financial Analysis
  • M&A Due Diligence & Post-Merger Integration
  • Market Sizing & Research
  • Cash Flow Management & Forecasting
  • Long-term Strategic & Trust Planning

Take Control

of Your Financial Future

Schedule a free consultation with a TechFin expert and discover how clarity in your numbers can unlock your next level of growth

Controller Services

Strengthen your financial operations with expert oversight

A strong controller keeps your business running smoothly behind the scenes. TechFin controllers bring structure, accuracy, and accountability to your accounting processes so your CFO can focus on strategy and growth. We help you build better controls, improve efficiency, and maintain compliance across every part of your financial operation.

  • Month-end Close & Reporting
  • Accounting Process Improvements
  • Compliance with Legal & Regulatory Requirements
  • Strong Internal Controls
  • Management of Accounting Staff
  • Financial Documentation & Audit Preparation

Financial Planning & Analysis

Turn your data into direction and insight

Smart decisions start with clear data. TechFin’s financial planning and analysis experts transform raw numbers into actionable insights that guide better forecasting, budgeting, and strategy. From custom financial models to scenario analysis, we help you see the full picture so you can plan confidently for what comes next.

  • Budget Forecasting & Variance Analysis
  • Financial & Proforma Modeling
  • KPI Tracking & Dashboard Reporting
  • Performance Insights
  • Investor Reporting

  • Scenario & Pricing Analysis
  • Business Plan & Model Consulting

Smart finance for thinking big

why choose TechFin

Running a business is challenging enough without getting lost in spreadsheets or worrying about compliance. TechFin gives you access to seasoned CFOs, CPAs, and financial analysts who bring clarity, strategy, and efficiency to your finances. With us, you gain the financial horsepower of a full department while only paying for the services you truly need.

  • Expert financial leadership tailored to small business needs
  • One clear and reliable source of truth for your numbers
  • Flexible support that scales with your business growth

Take Control

of Your Financial Future

Schedule a free consultation with a TechFin expert and discover how clarity in your numbers can unlock your next level of growth