Serving US and Canadian businesses with $2M–$50M in annual revenue

B2B Services

Finance ops for lean, scaling service businesses.

Know which clients are profitable, and which ones are draining you.

Professional services, perfectly aligned.

We specialize in service businesses, agencies, consultants, and hybrid models that rely on clean books and smart cash flow.
Project based or retainer We got you - Image

Project based? Retainer? We got you.

Whether you run on fixed retainers or time-and-materials, we track revenue and costs the way you bill, so you can make real decisions in real time.

Clarity on cash, margins and team utilization.

From contractor-heavy teams to full-time staff, we keep payroll, invoicing, and reporting clean so your operations scale without a mess behind the scenes.
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What we do best

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Revenue and expense matching

Match time, team, and billables to see what’s really profitable.
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Payroll and contractor support

We keep your people paid and compliant
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Cash flow management

Forecast receivables and plan for growth with confidence.
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KPI dashboards built for service models

Keep a pulse on utilization, billables, and recurring revenue.

People first. Powered by tech.

Experts you trust with systems that drive value.

Trusted Tools we work with

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  • Logo-Xero
  • Logo-Gusto
  • Logo-Wagepoint
  • Logo-Teamwork
  • Logo-Hubstaff
  • Logo-Plooto
  • Logo-Relay
  • Logo-Clickup
  • Logo-Stripe
  • Logo-Ramp
  • Logo-Fathom

Why Firm Five?

We limit onboarding to two clients per month and cap accounts per team member. You always get our focused, undivided attention.
Meet Your Team

Meet Your Team

Get to know your accounting team before we start, no surprises.
Clear Game Plan

Clear Game Plan

We outline exactly what to expect, what we’ll deliver, and when.
Industry Expertise

Industry expertise

We don’t just understand your books, we understand your business.

Frequently Asked Questions

What does Firm Five actually do?

We are an expert team of CPAs who provide monthly bookkeeping and accounting. Our services are 100% custom to fit your business. Our team can handle one area of your monthly books, or lead your entire finance department as a Fractional Controller.
If your company’s annual revenues are between $2M and $50M, you are a strong fit for Firm Five.
Unfortunately, we only work with QBO and Xero at this time, but we are happy to migrate you over to either of the two accounting softwares.
Yes we do. We love cleaning up bookkeeping messes.
We’ve partnered with tax professionals across the country to provide an all in one solution. The tax professionals we work closely with operate independently from Firm Five and you will be billed separately by them. They handle all the tax filings and advice, and Firm Five answers all their accounting related questions.
You are also welcome to use your own local accountant and we can work with them.