Fractional CFO-Led Finance & Accounting for online/digital businesses
✓ Strategic Finance. ✓ Accounting. ✓ Tax.
Join Fellow agency owners & SaaS Businesses
Who We Are
We handle bookkeeping, tax, and advisory work For Agencies, SaaS and E-commerce businesses.
Proview CFO is a Dallas based accounting and advisory firm serving agencies, SaaS, and e-commerce businesses from startup stage through $20M in annual revenue.
We handle your bookkeeping, tax, and advisory needs in one place, giving you accurate financials, proactive guidance, and a clearer path forward. From keeping your books organized to planning for what’s next, we help you understand your numbers and make confident business decisions.
Get the financial expertise you need to run and grow your business without the cost and complexity of building a full in house team.
Testimonials
THEY SAID IT
BETTER THAN
WE COULD
Real feedback from the founders and agency owners we work with every day.
EXTREMELY TALENTED STRATEGIC THINKER
Collin is an extremely talented strategic thinker. His experience and knowledge around business finance and strategy shows true every conversation we have. I have worked with Collin and his team for bookkeeping, financial clean up, planning and strategizing — and continue to be impressed with how he thinks about businesses as a whole. He always has valuable insights and ideas, and I have referred Collin to many friends and will continue to for years to come.
A STRATEGIC PARTNER FOR SCALING FOUNDERS
As a bootstrapped founder scaling a subscription app, I needed a CFO who understood both financial strategy and the realities of a fast-moving startup. I was looking for someone who could go beyond bookkeeping or compliance and help me think through cash flow planning, growth investments, and long-term structure for the business. Proview stood out because they have experience working with founders and SaaS-style businesses. Collin was able to translate financial data into clear insights and decisions.
UNDERSTANDS FINANCE COMPLETELY
Really enjoy working with Collin and we’ll engage with him even more in the future. Great guy, understands finance completely.
A GAME-CHANGER FOR OUR BUSINESS
Collin has been a game-changer for our business. His financial insights provided clarity and direction we’ve long needed. He’s not just a CFO; he’s a strategic partner who genuinely cares about our success. Thanks to him, we’ve maximized profitability and set a clear path for growth. Highly recommend!
A TRUE ALLY IN OUR GROWTH JOURNEY
We’ve worked with Collin for just a few months, and the impact on our business has been significant without needing a full-time CFO. Collin’s commitment to understanding every aspect from product to sales strategy enables him to provide accurate forecasts and spark insightful strategic debates about scaling. His comprehensive financial dashboard and regular reporting empower our decision-making.
How We help agencies, saas, & e-commerce businesses.
what we do
Whether you need help managing your company’s finances or extra support for your existing team, we offer flexible solutions tailored to your business.
Premium Bookkeeping
- U.S. GAAP Accounting
- ASC 606 Revenue Recognition
- CFO Advised Account Structure
- Department Level Accounting
- Bank & Credit Card Reconciliation
- Monthly Financial Statements
- Tax & Audit Ready Books
FP&A and CFO Advisory
- Full Financial Management
- Actionable Analysis
- Cash Flow Optimization
- Budgeting & Variance Analysis
- Strategic Financial Advisory
- Risk Management & Scenario Planning
- Monitor Key Metrics: LTV:CAC, Payback Period
Business Tax Services
- Business Tax Preparation & Filing
- Federal & State Tax Compliance
- Quarterly Estimated Tax Planning
- Tax Planning & Strategy
- Business Entity Tax Planning
- Sales Tax Compliance & Filing
- Year-End Tax Planning & Advisory
Why Choose Proview As Your Outsourced Accounting Partner
When you partner with Proview CFO, you're not just hiring a bookkeeper or tax preparer you're gaining a financial partner who understands the unique needs of agencies, SaaS, and e-commerce businesses.
Here’s why businesses trust Proview with their finances:
Industry-Specific Expertise
We understand the unique financial challenges of agencies, SaaS companies, and e-commerce businesses, from managing cash flow to navigating growth and profitability.
Bookkeeping, Tax & Advisory Under One Roof
From accurate bookkeeping and financial reporting to tax preparation and strategic advisory, we handle the financial work your business needs to stay on track.
Clear, Actionable Insights
We go beyond keeping your books up to date. We help you understand your numbers and use them to make smarter business decisions.
Proactive Tax & Financial Guidance
We help you stay ahead of tax deadlines, identify planning opportunities, and make informed financial decisions throughout the year.
Built to Support Your Growth
Whether you're a growing startup or an established business doing millions in revenue, our services adapt to your needs as your business evolves.
FAQ
Frequently Asked Questions
What makes Proview CFO different from a traditional bookkeeper or accountant?
Unlike a traditional bookkeeper, we combine accurate day-to-day bookkeeping with CFO-level strategy under one roof, so you get clean books and forward-looking guidance from a single partner. We also specialize exclusively in agencies, SaaS, and e-commerce businesses, so we understand subscription revenue, project pricing, and growth planning rather than applying a one-size-fits-all approach.
What size and type of businesses do you work with?
We work with agencies, SaaS companies, and e-commerce businesses from startup stage through $20M in annual revenue. Whether you’re just getting your finances in order or scaling to the next level, our packages adapt to where your business is today.
How does your pricing work?
Our bookkeeping and FP&A/CFO advisory services are offered as flexible packages that scale with your stage of growth, so you only pay for the level of support you need. Book a call and we’ll recommend the right package after learning about your goals and current financial setup.
Is it just bookkeeping, or do you offer more?
We’re a full-service finance partner. That includes day-to-day bookkeeping, reconciliations, AP/AR, payroll, and month-end closes, plus FP&A and CFO advisory like forecasting, cash flow strategy, budgeting, and growth planning. You get one partner for everything finance instead of juggling multiple vendors.
How do we get started working together?
It starts with a discovery call where we learn about your goals, challenges, and current financial setup. From there, we build your financial system by cleaning up your books and implementing forecasting tools, then deliver clear monthly reporting and ongoing strategic guidance as your business grows.
From proview cfo's blog
Financial tips and best practices for businesses
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Your customer LTV is not a metric to measure every once and a while and then forget. It’s the core engine to your business’s long term profitability. It’s the final scoreboard for nearly all finance decisions that most founders typically take a finger in the wind approach to “figure out as we go.”…..
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