Business Details
Trusted Financial Experts for Bookkeeping & CFO Services
Navitance is a team of financial professionals with decades of experience across numerous sectors. Our bookkeeping and part-time CFO services offer comprehensive financial management solutions to help companies of all sizes and industries stay on track and on budget. We specialize in aligning organizations with state tax codes, managing donations, and ensuring clean audits for nonprofits, while providing startups and established businesses with scalable financial infrastructure.Our virtual bookkeeping services enable leaders to focus on strategic growth rather than routine financial matters. With expertise in financial restructuring, interim CFO consulting, and QuickBooks management, we deliver tailored solutions that drive long-term growth and financial health. Our commitment to accuracy, transparency, and client-centric service has made us a trusted partner for organizations in Boston, MA, Austin, TX, Seattle, WA, and beyond.
Services
Bookkeeping
Part-Time CFO
Financial Restructuring
QuickBooks Help
Nonprofit Bookkeeping
Highlights and features
- We offer decades of experience in nonprofit and startup financial management.
- Our virtual services provide cost-effective alternatives to in-house teams.
- We specialize in QuickBooks integration and audit preparation for nonprofits.
- Our team delivers CFO-level expertise without full-time employment costs.
- We focus on strategic financial planning to drive long-term business growth.
What people say
Head and shoulders above all others
Helped move our business forward
Complete confidence in bookkeeping
A great resource for nonprofits
With us every step of the way
Services
Bookkeeping
Our bookkeeping services ensure accurate financial records through accounts receivable/payable management, bank reconciliations, and tax return preparation. We serve startups, nonprofits, and established businesses needing reliable financial infrastructure. Our virtual solutions scale with your organization's growth while maintaining compliance and transparency.
Part-Time CFO
Part-Time CFO services provide strategic financial leadership for organizations needing expert guidance without full-time costs. We offer cash flow management, budget creation, and merger/acquisition support. Our professionals help businesses improve profitability and navigate complex financial challenges with tailored solutions.
Financial Restructuring
Financial restructuring solutions address business crises through debt management, liquidity planning, and operational improvements. Our Chief Restructuring Officers identify root causes of distress and implement recovery strategies. Services include bankruptcy accounting, capital optimization, and performance improvement initiatives for insolvent companies.
QuickBooks Help
QuickBooks assistance services optimize accounting workflows through software configuration and training. We help businesses manage invoicing, expense tracking, and financial reporting using QuickBooks platforms. Our Certified ProAdvisors ensure accurate data entry and reporting for small businesses and nonprofits.
Nonprofit Bookkeeping
Specialized nonprofit bookkeeping services ensure compliance with tax codes and grant requirements. We manage donation tracking, Form 990 preparation, and audit-ready financial statements. Our team understands sector-specific challenges like limited budgets and complex funding structures.
People
Jaime Abeel
Staff Accountant
Staff accountant with 17+ years of experience handling bookkeeping and payroll for diverse clients. Certified QuickBooks ProAdvisor and adjunct professor in accounting at Pikes Peak Community College.
Scott Berkley
Manager
Manager with 30+ years of accounting experience specializing in financial modeling and data analysis. Transforms complex financial data into actionable business insights for clients.
Kevin Comerford
Manager
CPA with 30+ years of executive financial leadership experience. Expert in IPOs, fundraising, and strategic exits with prior roles as CFO at multiple companies.
Melanie Perley
Senior Staff Accountant
Senior accountant with 20+ years of experience managing bookkeeping for nonprofits and high-net-worth clients. Expert in QuickBooks and construction industry job costing.
Questions
What financial services does Navitance offer?
We provide bookkeeping, part-time CFO consulting, financial restructuring, and QuickBooks support for nonprofits, startups, and established businesses.
How does Navitance differ from traditional accounting firms?
We offer virtual services with flexible engagement models, combining CFO-level expertise with cost-effective solutions tailored to specific organizational needs.
Can Navitance help nonprofits with audit preparation?
Yes, we specialize in nonprofit bookkeeping including audit readiness, donation tracking, and Form 990 preparation for tax-exempt organizations.
Do you work with businesses outside Boston?
We serve clients nationwide with virtual bookkeeping services supporting organizations in Austin, Seattle, and other locations beyond our Boston headquarters.
How does part-time CFO service benefit small businesses?
Our part-time CFOs provide strategic financial guidance for growth, cash flow management, and major business decisions without requiring full-time employment costs.
What QuickBooks support options are available?
We offer software configuration, training, and ongoing bookkeeping services with Certified QuickBooks ProAdvisor professionals managing your accounting needs.
